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Frequently asked questions
Quick answers before you submit.
Where does CallPath store my work?
CallPath stores imported playbooks, answer selections, and notes locally in your Chrome profile. This data is not automatically sent to a CallPath server.
Can I customize a playbook?
Yes. Playbooks can be customized around your product suite, discovery process, objections, competitors, demo guidance, and knowledge resources.
Can I share a playbook with my team?
Yes. Playbooks can be exported so your team can use and adapt the same sales guidance.
Is Company AI Extract available?
Company AI Extract is coming soon. Additional details will be published on the Updates page when the feature becomes available.