Turn each rep's Aircall activity into a fair, cited sales review

PerfCopilot reads each rep's Aircall call activity — how many calls, how long, inbound or outbound, and how they were dispositioned — then drafts a sales performance review where every line links back to the call activity that backs it, bias-checked before you ever hit send. By default it reads metadata only; call transcripts stay locked behind an explicit org-admin opt-in.

Connect Aircall — free up to 5 seats → · read-only, no credit card

✓ Call metadata by default · ✓ Transcripts only with opt-in · ✓ Bias-checked

What PerfCopilot reads from Aircall — two tiers, stated plainly

PerfCopilot uses a two-tier access model for Aircall. This is deliberate: a sales manager should be able to write a defensible review from activity signals without anyone's calls being listened to or transcribed unless the org has knowingly turned that on.

Tier 1 — DEFAULT: call metadata only (read-only) This is what every connected workspace gets, with no extra consent step:

• Call counts — outbound dials, inbound answered, total volume per rep over the cycle
• Call durations & talk time — how long reps actually spent on the phone, not just how many times they dialed
• Timestamps & cadence — when calls happened, so a steady cadence reads differently than an end-of-quarter spike
• Direction — inbound vs. outbound, to separate prospecting work from support coverage
• Tags & dispositions — connected, voicemail, no-answer, qualified, callback, closed-won, escalated — whatever your team logs

No call content is read in this tier. PerfCopilot does not listen to, store, or transcribe audio by default.

Tier 2 — OPT-IN: call transcripts (org-admin consent required) Only if an org admin explicitly enables it, PerfCopilot can additionally read Aircall call transcripts to ground specific, quotable evidence — intended for sales and customer-success roles where what was said on the call is the work product. This tier:

• requires an affirmative, logged admin action — it is off until someone turns it on
• can be scoped to specific teams or roles
• can be revoked at any time, after which PerfCopilot falls back to metadata only

Every signal PerfCopilot uses — metadata by default, transcripts only when opted in — becomes a cited line in the draft. Click any claim and see the Aircall activity behind it. Want the full source list? See all integrations.

Built for phone-based sales and support teams

Aircall is a cloud dialer. The people whose work lives inside it are SDRs, account executives, and support reps — and their contribution is hard to review fairly from a spreadsheet of dial counts.

PerfCopilot is built for the manager writing those reviews:

• SDR & outbound prospecting — connect rate and dispositions tell you who's working the list well, not just who's hitting the dialer hardest
• Account executives — call cadence against pipeline stage, and (with opt-in) the specific calls that moved a deal
• Inbound & support reps — answered-call volume, handle time, and resolution dispositions, framed as coverage and outcomes rather than raw ticket-count

It writes the part that always gets skipped: turning "made 600 calls" into "ran a disciplined outbound cadence with a 31% connect rate and dispositioned every call cleanly," with the activity linked inline.

Why metadata + a bias check beats a call-count leaderboard

Sales reviews over-index on raw dials because dials are the easiest number to pull. A leaderboard ranks the rep who hammers the dialer above the rep who books fewer, better-qualified conversations — and it quietly punishes anyone on parental leave, in a slower territory, or assigned the harder inbound queue.

PerfCopilot guards against that two ways:

1. Outcome context, not just volume. Dispositions, connect rate, and direction sit next to call counts, so the review reflects what the calls achieved, not just how many were placed.
2. A built-in bias & fairness check runs on the draft before you see it — flagging language that rewards activity theater, penalizes lower-volume-but-higher-quality work, or reads differently for similar performers. The same logic that keeps an engineering review from being a commit-count contest keeps a sales review from being a dial-count contest.

The result is a review a rep can't dismiss as "you just looked at my call count" — because the evidence, and the fairness pass, are right there.

Aircall analytics & call-leaderboard tools vs. PerfCopilot

PerfCopilot turns a review cycle of Aircall activity (metadata by default) into a cited, bias-checked draft in under 5 minutes — versus exporting call logs and reconciling them by hand.

Why "cited to the call activity" matters

A leaderboard says a rep "had a strong quarter." A cited review shows the outbound cadence, the connect rate, and the dispositioned outcomes that back it — linked inline — so when the rating comes up in a comp conversation or a PIP, the evidence is one click away. And because the default is metadata, you get that defensibility without anyone's calls being transcribed unless your org has knowingly opted in. Analytics tools count dials; PerfCopilot explains what the calls meant, fairly.

Run the performance review generator across Aircall and your CRM at once, then see pricing — free up to 5 seats.

Connect Aircall — free up to 5 seats → · read-only, no credit card

FAQ

Does PerfCopilot listen to or transcribe my reps' calls? Not by default. Call transcripts are opt-in only and require an explicit org-admin to turn them on, scoped to the roles you choose. Until then, PerfCopilot reads call metadata only — counts, durations, timestamps, direction, and dispositions — and never accesses audio or transcripts.

What does it read from Aircall by default? Call metadata: how many calls each rep made or took, how long, when, inbound vs. outbound, and the tags/dispositions your team logs (connected, voicemail, qualified, closed-won, and so on). No call content.

Does it just rank reps by call volume? No. Raw dial count is the worst way to review a salesperson. PerfCopilot puts outcomes and dispositions next to volume and runs a bias & fairness check on the draft, so a rep doing fewer, higher-quality calls isn't penalized for not hammering the dialer.

Is it private and compliant? Yes — metadata-only by default is the whole point. Transcript access is off until an admin affirmatively enables it, can be scoped to specific teams, and can be revoked at any time. See /security for data handling, retention, and access controls.

Do I have to move off Lattice or 15Five? No. PerfCopilot drafts from Aircall activity and exports the review into the HR platform you already run. Nothing to migrate.