> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/welcome.md).

# Welcome to Porter

Learn from every conversation. Improve what happens next.

**Porter** is an **AI sales coaching platform** that helps teams understand customer conversations, improve performance, and coach more effectively.

For managers, Porter brings team activity, conversations, performance data, and coaching insights together in one place. You can review how your team is performing, identify conversations and team members that may need attention, and use those insights to guide coaching and follow-up.

For team members, Porter turns customer conversations into useful feedback and information. The mobile app lets team members record in-person conversations, while the web app supports phone conversations. Porter then turns those recordings into transcripts, conversation details, summaries, scores, and coaching feedback that help teams learn from what happened.

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## **For managers**

For managers, Porter gives you visibility into team performance and the tools to turn conversation data into useful coaching and follow-up.

**See how your team is performing.** Review conversation activity, average scores, and team member performance to understand what is happening across your team.

**Review conversations for context.** Open individual conversations to understand what happened with a customer, review transcripts and captured details, and identify moments that may need follow-up or coaching.

**Use Chat with Porter to find what needs attention.** Ask questions about team performance, conversations, opportunities, customer objections, and coaching needs. You can also use Chat with Porter to prepare for coaching discussions and one-on-ones.

**Stay informed with Daily and Weekly Digests.** Get a focused view of recent activity, strong performance, conversations that may need attention, and coaching opportunities so you know where to focus.

**Coach from real conversations.** Leave notes on conversations and specific moments in transcripts to give team members targeted feedback they can revisit later. Use Coach's Corner to understand how conversations performed against your coaching criteria and where improvement is needed.

Together, these tools help you move from seeing what happened to understanding where your team can improve and what to focus on next.

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## **For team members**

For team members, Porter helps turn customer conversations into useful insights that can improve future interactions and make follow-up easier.

**Review your conversations.** Quickly understand what happened, including customer information, summaries, job details, and transcripts.

**Use Coach's Corner to improve.** See how your conversation performed against the coaching criteria, understand what you did well, and identify specific areas to improve.

**Chat with Porter about your conversations.** Ask questions about individual conversations to find important details, understand customer needs, identify follow-ups and next steps, and get help drafting follow-up messages.

Together, these tools help you turn each conversation into clearer follow-up, stronger performance, and better customer interactions.

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## **How Porter fits into your workflow**

Porter supports the full cycle of learning from customer conversations: **record, review, coach, and improve**.

Team members capture conversations in the field or through phone calls. Porter processes those conversations into information and coaching insights, while managers and team members use that information to understand what happened and decide what to do next.

Whether you're managing team performance from the web or reviewing your own conversations in the field, Porter helps you make every customer conversation more effective.