FAQ

Traq.ai is a cloud-based conversation intelligence software platform that gives sales teams the knowledge they need to win more deals. By using Traq.ai, sales leaders get a clear picture of pipeline health, team performance and skill gaps so they can make stronger strategic decisions, maximize performance, and coach their team to long-lasting success.

Traq.ai records each sales call. Then it runs the conversation through our Da Vinci™ AI, where we transcribe, summarize, analyze and score the call, providing the insights and information your sales team needs to win more business. Traq.ai is effectively your sales analyst, sales strategist and sales coach all in one that makes your sales team more effective.

Traq.ai is designed for sales leaders, sales reps, and sales coaches who are laser-focused on building an effective and resilient sales team that closes more sales every quarter.

By capturing and analyzing every call with Traq.ai, you empower each team member with unbiased knowledge of the risks, opportunities, tasks, features and important topics related to each call, buyer, and opportunity so they know exactly how to move each sale forward.

Traq.ai shows you the skill gaps so you can build a customized training program for each team member. It also highlights the things that are already working, so you can recognize those team members and level up everyone’s performance.

Nope! Rather, Traq.ai perfectly compliments and integrates with leading CRMs like HubSpot, Salesforce, and Zoho (with more being added frequently). When you set up a CRM integration, you can access the Traq.ai meeting notes and insights without leaving the CRM.

Yes, and so much more! On top of notes, Traq.ai gives you:

• Full recording of each call
• An accurate transcript
• AI annotations of each Action, Feature Request, Opportunity, Risk, and Topic
• A Call Recap to catch up on hour-long conversations in minutes
• Engagement scores to measure the buyer’s intent to buy
• Custom performance reports

More than just notes, with Traq.ai you get an in-depth analysis of your customers’ true needs and wants.

Use Traq.ai for your meeting notes if you want to be both more effective (thanks to the AI insights about each buyer) and more efficient (saving 8-10 hours a week on administrative time.) By not having to take notes – because Traq.ai is doing it for you – you can be more engaged and focus on the conversation. Understand your buyers, win more deals, and be more productive.

Yes! Most sales professionals are spending 8-10 hours a week on average taking notes and typing them into the CRM. By skipping manual notes, you’re exchanging administration time with time on high-ROI tasks like reviewing your meeting notes to create custom follow up plans.

If you’re a sales leader, Traq.ai multiplies your productivity by putting all sales conversation analysis at your fingertips; no need to listen to hours of recorded calls.

We’ve worked hard to ensure our paid subscription plans offer tons of useful features AND great value for the money. Our paid plans are month-to-month with no long term commitments.

We offer cost-effective plans starting at $30/month/user. The Traq.ai Enterprise Plan is custom-built so pricing will vary.  

Monthly subscription pricing as of Q1 2023:

•         Free trial: 14-day free trial for each of our plans so you can try before you buy
•         Individual: 25 hours / month ($30, 1 user)
•         Professional: 50 hours / month / user ($60/user, 1-500 users)
•         Enterprise: 75 hours a month (Custom pricing; unlimited users, includes custom AI instance.)

          For more details and current pricing, visit our Pricing Page

Yes! All of our plans include a 14-day free trial period. You can take Traq.ai for a free test drive before you decide to buy.

Traq.ai can record any conversation you have when using a web conferencing tool such as Zoom or Teams, or a softphone such as Aircall or RingCentral. You can also use the Traq.ai mobile app to record in-person meetings.

No matter how you record your conversations, it’s a good idea (and sometimes required by law) to notify participants that the conversation is being recorded.

If you set up one of our Calendar integrations, any Zoom®, Google Meet® or Microsoft Teams® meeting on your calendar is automatically recorded by the Traq Meeting Assistant.

Traq.ai supports the following Calendar integrations:

• Google® Calendar
• Microsoft® Calendar

If you do not wish to use a Calendar integration, you can download the Traq Desktop Recorder to manually record your meetings.

Download the Traq.ai Mobile App on the App Store or Google Play, log in to your Traq.ai account, then click Record once the meeting begins.

The Traq Desktop Recorder is a lightweight application downloadable on Windows and Mac computers that allows you to capture online meetings and softphone calls with a single click.

Neither iOS nor Android allow the recording of phone calls natively. However, if you use a softphone mobile app that has call recording, you can upload the recordings into Traq.ai. We have integrations for some softphones as well.

The Traq.ai Mobile App is available on Google Play and the App Store and it can be used to record in-person meetings.

Yes! Using our calendar integration, Traq.ai will capture both the audio and the video from your Teams, Google Meet, or Zoom web conferences.

Yes! You can use Traq.ai even when you’re away from your computer. You can use the Traq.ai mobile app to capture an in-person conversation at a tradeshow booth or when meeting a prospect on site.

Yes. If you have existing call recordings in a standard format (flac, .wav, .mp3, or .m4a), you can import them from your Traq.ai Dashboard. Once you import your recordings, you can run the Traq.ai analysis, get a summary, and learn from the AI insights.

Our integrations make it super simple (and are the preferred way) to add Traq.ai to your daily workflows. We’re constantly adding new integrations! 

Q4 2022 integrations with top CRMs and Calendars

CRM Integrations

Adding a CRM integration makes it easy to find your Traq.ai call analysis directly from your CRM. These are our current CRM integrations:

• • • HubSpot®
    • Salesforce®
    • Zoho®

If your preferred CRM isn’t listed, chances are we can make it happen pretty quick! And you can still use Traq.ai even without a CRM integration as several of our customers are doing.

Calendar Integrations

With a Calendar integration, any Zoom, Microsoft Teams, or Google Meet call on your calendar is recorded automatically with no further action on your part.

• • • Google® Calendar
    • Microsoft® Calendar

If you use a different Calendar or online meeting tool, you can still use Traq.ai by recording calls via the Traq Desktop Recorder and manually initiating the recording.

Yes! Windows and Mac versions of the Traq Desktop recorder are available. 

You can use Traq.ai desktop recorder to capture any call made over the internet using:

VoIP softphone tools (desktop and mobile apps) including:

• RingCentral®
• Nextiva®
• Dialpad®
• Zoom Phone®
• Aircall®
• And many others

Online conferencing and messaging tools (desktop and mobile apps)

• Zoom®
• Google Meet®
• Microsoft Teams®
• Webex®
• GoToMeeting®
• And many others

Yes. You can use Traq.ai to record online meetings and VoIP softphone calls on either Windows or Mac computers.

Yes it does. Download the Traq Mobile App on the App Store or Google Play, log in with your Traq.ai credentials, and record your in-person meetings.

In a nutshell, conversation intelligence provides insights about conversations. Our conversation intelligence uses AI to extract meaning and insights from the conversations that sales teams have with their customers and prospects.

Da Vinci™ AI is Traq.ai’s proprietary Artificial Intelligence engine that analyzes sales conversations and transforms them into data that tells a story. There are two types of Da Vinci™ AI: Core Da Vinci™ and Custom Da Vinci™. 

Although Traq.ai was designed around the sales process, some of our customers are using Traq.ai for entirely different purposes – and they love it! When we first dreamed up Traq.ai, our very first interested clients were recruiters, and many of them are still using Traq.ai today.

Our clients use Traq.ai to accurately record and transcribe their conversations with candidates and the companies they are trying to match them with. Popular features for recruiters are sentiment analysis, accurate transcriptions, and summaries. Recruiters also like the ability to append resumes and other files to each candidate’s profile. In that sense, they are using Traq.ai similarly to a CRM.

Yes you can, and some of our customers already do. By recording client update calls and sharing that information with their teams, they ensure that no client feedback is misunderstood or lost. You, too, can make Traq.ai your own and use it beyond sales.