The complete
user guide

Close more.
Live, on every call.

Ohmia.AI is the real-time sales copilot that works beside you while you talk to the customer.

It is not one more tool to fill in at the end of the day. It is a second brain that listens to the conversation as it happens, spots the objection the moment it lands and suggests the right words to respond — with no typing, searching or remembering on your part. When the call ends, Ohmia has already written the recap, updated the pipeline and prepared the follow-up email.

The problem we solve

Selling is hard in the moment that counts: when the customer raises a doubt and you have two seconds to respond well. In that moment there is no time to open a script, reread notes or ask for help. Most deals are lost right there — not for lack of preparation, but for lack of real-time support.

Ohmia puts that support inside every call. And it turns every conversation — won or lost — into training material that grows you and the whole team.

The three promises

How the app is organized

The left menu gathers every tool, sorted into logical areas. At the top is the Dashboard, your home base; below it, three groups you can open and close.

At the bottom, under your name, you find Settings, Billing and Documents & consents. From Settings you can also replay the guided tour at any time.

Four plans, one natural progression

Each plan adds tools to the previous one. You start with the essential copilot and reach full management of a sales team.

What each plan includes

The guide, tool by tool

From here on you find every feature explained step by step, with the plan that includes it.

The foundations Starter

Everything you need to start selling better from day one: the real-time copilot, call analysis and the training gym.

Live Copilot

It is the heart of Ohmia. During the call, the copilot listens to both voices, spots objections and buying signals and offers the best response the instant you need it.

How to use it, step by step

Conversation memory

The copilot remembers the whole call. It connects the dots, recalls what the customer said earlier and does not repeat itself. Responses are tactical: a few lines plus an open question to unlock the deal.

In practice: if early in the call the customer said the budget is tight and twenty minutes later asks for a discount, the copilot links the two and offers a response consistent with the whole conversation.

Call Reports & AI Adherence

Every call is transcribed, scored and summarized on its own. In Call Reports you find, for each conversation, the score, strengths, areas to improve, objections raised and next steps.

AI Adherence

One of the smartest features: at the end of the call, the AI compares what you actually said with the suggestions it gave you during the conversation, and computes how much you followed them. You get a real adherence score, measured on behavior — with no clicking during the call.

Recap & follow-up email

When the call ends, Ohmia writes a clean recap: summary, key points, customer needs, objections and next steps. From there, with one click, you can generate the ready follow-up email.

Come si usa

1. Open the report of the call you just finished.
2. Read the automatically generated recap.
3. Press Generate email: Ohmia writes the draft with summary and next steps.
4. Copy the text and send it yourself from your email client.

Training — AI Roleplay

The sales gym. You train with realistic AI customers that object like the real ones, so you build the reflexes before the call that counts.

Come si usa

1. Open Training from the Sales group.
2. Choose the copilot/scenario to train with.
3. Talk to the AI customer: it responds and objects in real time.
4. During the simulation you get coaching; at the end, the evaluation.

AI Copilots — Agent Studio

Copilots are your tailored agents: you configure them for your market, your product and your method. Each copilot knows your offer and guides calls accordingly.

How to create a copilot

1. Open AI Copilots from the Sales group.
2. Create a new copilot and describe the product, ideal customer and call goal.
3. Ohmia generates the sales script and the copilot's behavior.
4. Use it on real calls and in training.

The complete seller Pro

Everything in Starter, plus the tools that make the difference every day: the guided script, the live translator, the CRM, the calendar and the briefing before every call.

Sales Script (A.C.D.P.V.O.C.)

Ohmia generates a complete sales script, tailored to each copilot, structured in seven stages: Attention, Context, Pain (Dolore), Perspective, Value, Objections, Closing.

During the call the script runs alongside the copilot, one stage at a time: you always know where you are and the next move, without losing the thread.

Live Translator

Sell to customers who speak another language too. Ohmia shows you in real time, in your language, what the customer says — while the copilot keeps suggesting in the language of the conversation. Break the language barrier without an interpreter.

Opportunities — the CRM that updates itself

Your sales pipeline. Deals and stages update from calls: after each conversation, Ohmia writes a recap with summary and next steps into the lead card. Less data entry, more time to sell.

Come si usa

1. Open Opportunities from the Pipeline group.
2. Create or open a lead, with name, contacts and deal stage.
3. Start the call straight from the lead card.
4. When the call ends, the card enriches itself with the recap.

Calendar & bookings

Manage appointments and callbacks in an integrated calendar that respects your time zone. Keep calls made and calls to make together, in the same space.

Pre-call Prep

Before you call back a lead you have already spoken to, Ohmia prepares a 30-second briefing: what you discussed in previous calls, the actions still pending and the right questions to reopen. You walk into the call already prepared.

Come si usa

1. Start a call from a lead that already has previous calls.
2. Before it starts, the briefing appears: last conversation, cumulative history and open actions.
3. If you want, press Suggested questions and the AI prepares 2-3 tailored questions to reopen.
4. Press I'm ready and the call begins.

The team Business

Everything in Pro, plus the manager tools: analytics, the lead gauge, the weekly coach, team management and legal protection for recordings.

KPI & call quality analytics

The KPI section gives you the performance picture: number of calls, average adherence, sentiment, objections detected. You can filter by period and by operator, so you see what works and where to act.

Deal Health — the lead gauge

Every lead with at least one call gets a health score with an immediate level:

• 🔥 Hot — positive signals and concrete next steps. Time to close.
• 🌤️ Warm — interest present but undecided. Nurture and follow up.
• ❄️ Cold — low warmth or stale contact. Needs a fresh hook.

The score is computed from call signals: sentiment, adherence, closing skill, open objections, next steps and how long since you last spoke to that lead. It is instant and consumes no AI resources.

Where you see it

• In the pipeline: an emoji next to each lead's name.
• In the lead card: a card with level, score and the reason.
• In the KPI dashboard: the pipeline snapshot with how many leads are hot, warm and cold — clickable to see who they are and reach them.

Weekly AI Coach

One click and the AI reviews the week and returns a coaching report. It changes based on your role:

For the rep

Personal coaching on your calls: strengths of the week, areas to work on and practical tips. It is the manager you may not have — especially useful if you work remotely.

For the director

An aggregated team overview: who is doing well, who needs support, the trends and the focus for the team the following week.

Notes & Task

The action wall. Every call generates a card with a checklist of actions to tick off, so you never miss a follow-up. You can add actions by hand, select multiple cards and archive them together.

Come si usa

1. Open Notes & Task from the Pipeline group.
2. You find the cards generated from calls, with the agreed actions.
3. Tick off completed actions; the card closes itself when everything is done.
4. Add your own actions when needed.

Sales Team

Manage the team's reps, their roles and activity monitoring. Directors see the team as a whole; each rep sees their own space.

Copilot library

A collection of ready-made copilots, organized by industry. A fast starting point to build your agents without starting from scratch.

Recording consent & consent registry

Ohmia helps you comply with call recording rules, which in several jurisdictions (various U.S. states and the European Union) require the other party's consent.

How consent works

At the start of every call, Ohmia asks you to confirm that the other party consented:

• They consented → the call proceeds normally (audio, transcript, recap).
• They do not consent → private mode kicks in: the copilot and translator stay active, but no audio, transcript or recap is saved. Only the essential data and your notes remain.

The consent registry

In the Documents & consents section you find the registry of all calls with the consent outcome: lead name, date and time, and whether consent was given or denied. It is non-editable and exportable to CSV, filterable by date — your documentary proof in case of disputes.

Smart AI Dashboard & Excel export

Query your account in your own words — "how are we doing today?", "who closes the most?" — and Ohmia answers with your real numbers, by operator and by pipeline. It understands "today", "this week", "this month".

With one click you can turn the whole KPI picture into a professional, branded Excel file: overview, operator performance, calls and an objections pivot. Ready to present.

Your first day with Ohmia

A quick path to start on the right foot:

1. Create your first copilot in AI Copilots, describing product and ideal customer.
2. Train once in Training, to get comfortable with the suggestions.
3. Make your first real call from your copilot, handling consent at the start.
4. Check the report at the end of the call: recap, AI adherence and next steps.
5. Generate the follow-up email and send it.