Introducing Discovery Live
Listen closer.
Discover what matters.
Give the client your attention. Keep their answers, context, and next questions in one discovery workspace.
Available in enabled HALO IQ workspaces. Talk to us about access for your team.
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One conversation.
A clearer next step.
Prepare with the account in front of you, capture the client’s answers, and keep the findings connected to their saved discovery.
Start with the account.
Open a client’s saved discovery so the conversation begins with their company context.
Stay in the conversation.
Use voice input when you’re ready, and capture answers in the dedicated discovery workspace.
Keep the findings together.
Return to the saved session as you prepare your recommendation and the next client conversation.
See it with your team.
Walk through Discovery Live and discuss access for your workspace.