The Vantage View | Salesforce

Aircall AI Assist Pro Just Got Better: 6 Upgrades That Change How Your Team Coaches, Scores, and Protects Customer Data | Vantage Point

Written by David Cockrum | Apr 17, 2026 12:00:01 PM

Key Takeaways (TL;DR)

  • What is it? Six major upgrades to Aircall's AI Assist Pro that improve call coaching, scoring accuracy, compliance, and conversational analytics — all live now
  • Key Benefit: Teams can coach smarter with 99.6% scoring accuracy, protect sensitive data automatically, and query call data using plain language
  • Cost: AI Assist Pro is $49/user/month (AI Assist Standard starts at $9/user/month)
  • Best For: Sales and support teams using Aircall with Salesforce or HubSpot who want AI-powered coaching without manual call review
  • Standout Feature: Ask AI Assist (beta) — the first natural language query tool for call data in any major telephony platform
  • Bottom Line: These upgrades make AI Assist Pro reliable enough to replace manual quality assurance, while adding compliance safeguards that open the door for regulated businesses

Introduction

If your team uses Aircall for sales or support calls, you already know that AI Assist Pro brings real-time coaching, automated call scoring, and conversation intelligence into every interaction. But like any AI tool, there has always been a gap between what the technology promises and what it actually delivers in practice.

Generic AI does not know your business. It does not know your product names, your sales methodology, or the compliance requirements your organization operates under. That gap has historically meant transcripts with errors, summaries that miss the point, and coaching recommendations that feel robotic rather than actionable.

Aircall has been closing that gap fast. In the first quarter of 2026, they rolled out six significant upgrades to AI Assist Pro that address the biggest friction points teams face: coaching scalability, scoring reliability, compliance risk, and the time it takes to extract insights from call data.

In this post, we break down all six upgrades, explain what they mean for your team, and show you how Vantage Point helps organizations get the most out of Aircall alongside their CRM.

1. Reps Can Now See Their Own Scores

What Changed

Previously, call evaluation scores were only visible to managers and supervisors. Reps had to wait for a one-on-one review to learn how they performed. That created a coaching bottleneck — managers were the only ones who could surface feedback, and reps had no way to self-correct between sessions.

Now, reps can access their own evaluation scorecard directly in Aircall Workspace as soon as a call is scored. The new Evaluations dashboard shows:

  • Average score with trend indicators over time
  • Per-section breakdown by scorecard criteria
  • Individual call detail including full transcript, recording, and scoring rationale
  • Score source identification — whether the evaluation was AI-generated or QA-reviewed by a human

Why It Matters

Self-service scoring changes the coaching dynamic entirely. Reps come to coaching sessions prepared. They can identify patterns in their own performance, track improvement over time, and take ownership of their development without waiting for a manager to surface every issue.

There is also a new Rep Scoring Filter for transferred calls. Admins can now configure automation rules to evaluate the first agent, the last agent, or all agents who participated in a call. This is critical for teams that handle warm transfers or escalations — you can now isolate performance by role in a multi-agent conversation.

How to Enable It

Admins enable agent score visibility in Aircall Dashboard > AI Assist > Settings. Once toggled on, the Evaluations section appears automatically for all agents in Workspace. No per-agent configuration is required.

2. AI-Suggested Tags for Every Call

What Changed

Consistent call tagging has always been one of the hardest habits to maintain across a team. Reps forget, use the wrong tags, or skip tagging entirely when they are moving fast between calls. The result is inconsistent data that makes pipeline analysis and reporting unreliable.

Aircall's new Automatic Tagging feature uses AI to analyze the call transcript after every conversation and recommend up to three tags from your existing tag library. Tags are pre-selected in the tag picker for the agent to confirm, modify, or skip with a single click.

Why It Matters

This solves the data quality problem at the source. Instead of relying on reps to remember and apply correct tags manually, AI does the heavy lifting and the agent simply validates. The result is dramatically more consistent tagging across your entire team — which means your CRM reporting, pipeline analytics, and coaching dashboards all become more reliable.

Because the AI recommends from your existing tag library (not creating new ones), it respects the taxonomy your team has already built. Tags flow into Salesforce or HubSpot through Aircall's native CRM integrations, keeping your data clean across systems.

How to Configure

Admins enable AI tagging on a per-number basis in the Aircall Dashboard. Once active, the feature runs automatically on every call handled by that number.

3. Ask AI Assist: Natural Language Queries on Your Call Data (Beta)

What Changed

This is the upgrade that changes the game. Ask AI Assist lets managers and revenue leaders type a plain-language question and get an instant answer drawn from their call data.

Instead of building custom dashboards, configuring filters, or exporting data to a spreadsheet, you simply ask:

  • "What objections came up this week?"
  • "Show me calls with negative sentiment from the past month."
  • "Which reps handled the most calls yesterday?"
  • "Summarize customer complaints about our onboarding process."

The answers already exist inside your call data. Ask AI Assist makes them accessible in seconds — no analytics expertise required.

Why It Matters

Every organization sits on a goldmine of conversation data. The problem has never been the data itself — it is the time and effort required to extract insights. Most managers simply do not have time to dig through dashboards and call recordings to find patterns.

Ask AI Assist is essentially a conversational analytics layer on top of your call data. It is the equivalent of having a dedicated data analyst who has listened to every call your team has ever taken and can answer any question instantly.

No other major telephony platform offers this capability yet. Aircall is first to market with natural language query functionality for call data, and it positions teams using the platform at a significant advantage for data-driven coaching and decision-making.

Availability

Ask AI Assist is currently in beta. Early access is available through Aircall's partner and customer channels. Contact Vantage Point to learn about availability for your organization.

4. Transcription Redaction: Automatic PCI, PII, and PHI Protection

What Changed

Aircall now offers Transcription Redaction — the ability to automatically remove sensitive information from call transcriptions before they are stored. Three categories of data can be redacted:

Category What Gets Redacted
PCI (Payment Card Industry) Card numbers, CVV codes, expiration dates
PII (Personally Identifiable Information) Names, addresses, Social Security numbers, emails, phone numbers
PHI (Protected Health Information) Medical records, conditions, medications

Redaction can be configured at the company level as a global default, or per number or phone line, with number-level settings always taking priority.

Why It Matters

For any business that handles payment data, personal information, or sensitive customer details over the phone, transcription storage has always been a compliance concern. Regulations like PCI DSS, HIPAA, GDPR, and CCPA place strict requirements on how this data is captured, stored, and accessed.

Transcription Redaction addresses this at the infrastructure level. Sensitive data is removed before the transcript is stored — not after. This means your team gets the full benefit of AI-powered summaries, scoring, and analytics without the compliance risk of retaining sensitive information in plain text.

Combined with Aircall's existing AI Without Recording capability (which lets you run AI Assist Pro from transcripts alone, without storing call recordings), organizations now have a complete framework for AI-powered call intelligence that satisfies even the most stringent compliance requirements.

Important Details

  • Redaction is permanent and irreversible — there is no way to view the original text after redaction
  • Only applies to new transcriptions — existing transcripts are not affected retroactively
  • Current version supports async (post-call) transcriptions

5. Company Context: AI That Speaks Your Language

What Changed

Every organization has terminology that only makes sense internally — product names, abbreviations, competitor brands, industry jargon, and internal processes. Standard AI transcription tools stumble on these terms, producing errors that cascade into unreliable summaries, incorrect tags, and misleading analytics.

Aircall's new Custom Vocabulary feature (also called Company Context) lets admins build a glossary of company-specific terms. Once configured, AI Assist Pro applies that glossary across every transcript, summary, scorecard, and insight it generates.

Additionally, admins can configure a company profile with product descriptions, service details, and use cases. Every AI output is then informed by this context — meaning summaries reflect your actual business, not generic corporate language.

Why It Matters

Transcription accuracy is the foundation that every downstream AI output depends on. If the transcript gets your product name wrong, the summary will be wrong, the tags will be wrong, and the call score will be unreliable. Fix the foundation, and everything improves.

This is particularly valuable for organizations with:

  • Technical products with specialized terminology
  • Multiple product lines with similar names
  • Competitor tracking where brand names must be captured accurately
  • Internal processes referenced by abbreviation

After configuring Custom Vocabulary, teams report significantly fewer transcription errors and much more useful AI-generated summaries and coaching feedback.

6. 99.6% Scoring Accuracy (Up from 96%)

What Changed

Aircall has made significant improvements to the AI engine behind call scoring, raising accuracy from 96% to 99.6%. But the improvement is not just about the number — the quality of the feedback has changed fundamentally:

  • Coaching-quality language: Scoring feedback now reads like advice from an experienced manager, not a robotic checklist. Comments are specific, actionable, and contextualized to the actual conversation.
  • Better sentiment analysis: The AI now distinguishes between a customer complaining about a third party (a competitor, a previous vendor) and a customer complaining about your rep or your product. This eliminates false negatives that previously penalized reps unfairly.
  • Emphatic language handling: The AI no longer misreads emphatic or passionate speech as negativity. A customer saying "I absolutely need this solved by Friday" is correctly interpreted as urgency, not hostility.

Why It Matters

At 96% accuracy, AI call scoring was useful but required human verification for high-stakes coaching decisions. At 99.6%, it becomes reliable enough to serve as a primary evaluation tool. This means:

  • Managers can scale coaching without reviewing every call manually
  • Scoring consistency improves across the team — every call is evaluated against the same criteria
  • Reps trust the scores because the feedback is accurate and fair

Combined with rep self-scoring visibility (upgrade #1), this creates a complete coaching loop: AI evaluates the call, provides accurate and actionable feedback, the rep reviews their own score, and the manager steps in only when targeted coaching is needed.

All scoring improvements are applied automatically — there is nothing to configure.

How These Upgrades Work Together

The real power of these six upgrades is not any single feature in isolation — it is how they reinforce each other:

  1. Company Context improves transcription accuracy → which makes AI-Suggested Tags more reliable → which makes your CRM data cleaner
  2. 99.6% Scoring Accuracy produces trustworthy evaluations → which makes Rep Self-Scoring meaningful → which builds a coaching culture
  3. Transcription Redaction removes compliance barriers → which lets more teams adopt AI Assist Pro → which increases the data available for Ask AI Assist queries
  4. Ask AI Assist surfaces patterns across all calls → which helps managers focus coaching on the right reps and the right skills

This is a platform that is rapidly maturing from "helpful AI add-on" to "essential business intelligence infrastructure."

Aircall AI Assist Pro Pricing

Plan Price Key Features
AI Assist (Standard) $9/user/month Call summaries, topic recognition, sentiment analysis, talk ratios, action items, trending topics, basic call scoring, CRM autofill
AI Assist Pro $49/user/month Everything in Standard plus live transcription, live prompts, playbooks, automated playbook CRM updates, automated post-call workflows, custom scorecards, contact insights

All six upgrades covered in this post are included in AI Assist Pro at no additional cost. There are no usage-based fees — pricing is per license regardless of call volume.

How Aircall Integrates with Your CRM

One of Aircall's strongest differentiators is its native CRM integration ecosystem with over 200+ integrations, including deep two-way sync with both Salesforce and HubSpot:

  • Calls, voicemails, and texts automatically log to CRM contact and deal records
  • AI-generated summaries, tags, and scores sync to CRM through the integration
  • HubSpot call logs now include AI items like action items, sentiment, talk ratio, and scorecard data (March 2026 update)
  • Salesforce received improved call log attribution so activity is correctly assigned to the agent who handled the call

This means the intelligence AI Assist Pro generates does not stay siloed in Aircall — it flows directly into the CRM your team works in every day.

Competitive Landscape: How Aircall AI Assist Pro Compares

Feature Aircall AI Assist Pro Dialpad Gong CloudTalk
Real-time transcription
Automated call scoring ✅ (99.6% accuracy)
Sentiment analysis ✅ (improved accuracy)
Live coaching prompts
Custom playbooks
Natural language query (Ask AI) ✅ (beta)
Transcription redaction (PCI/PII/PHI) Limited
CRM-native integration (SF + HS) ✅ (200+ integrations)
AI without recording
Pricing $49/user/month Included in plans ($15+) Custom (enterprise) $9/license add-on

Aircall's key differentiation lies in three areas: Ask AI Assist (first-to-market natural language query for call data), Transcription Redaction (comprehensive PCI/PII/PHI removal), and AI Without Recording (full AI capability without storing recordings). No competitor currently offers all three.

Best Practices for Maximizing AI Assist Pro

  1. Set up Company Context first. Before enabling any other feature, configure your Custom Vocabulary and company profile. This improves every AI output from day one.
  2. Enable Transcription Redaction before rollout. If your organization handles any sensitive data, configure redaction at the company level before agents start making calls with AI Assist Pro active.
  3. Roll out rep self-scoring alongside manager coaching. When reps can see their own scores, frame it as a development tool — not a surveillance tool. The coaching culture shift requires trust.
  4. Use AI-Suggested Tags to standardize your taxonomy. Review your existing tag library before enabling auto-tagging. Clean up duplicates and inconsistencies so the AI has a solid foundation to work from.
  5. Start with Ask AI Assist for weekly coaching prep. Managers can type "What were the top objections this week?" to instantly prepare for team coaching sessions instead of reviewing individual calls.
  6. Integrate with your CRM early. Ensure Salesforce or HubSpot integration is configured so AI-generated insights, tags, and scores flow into your central system of record.
  7. Review scoring accuracy monthly. While 99.6% accuracy is exceptional, spot-check scores against your own evaluation to ensure alignment with your specific quality standards.

How Vantage Point Helps You Get the Most from Aircall

As an Aircall partner, Vantage Point helps organizations implement and optimize Aircall alongside their CRM — whether that is Salesforce, HubSpot, or both. Our team specializes in:

  • Aircall + CRM integration design: Configuring bi-directional sync between Aircall and your CRM so calls, AI summaries, scores, and tags flow seamlessly into contact and deal records
  • AI Assist Pro configuration: Setting up scorecards, playbooks, Custom Vocabulary, and automation rules tailored to your team's sales methodology and compliance requirements
  • Coaching workflow design: Building the processes and dashboards that connect AI-powered scoring to manager coaching sessions and rep development plans
  • Compliance configuration: Implementing Transcription Redaction and AI Without Recording for organizations with PCI, HIPAA, GDPR, or other regulatory requirements
  • Multi-platform implementation: Connecting Aircall with Salesforce, HubSpot, MuleSoft, and other tools in your technology stack for a unified customer communication platform

Frequently Asked Questions

What is Aircall AI Assist Pro?

AI Assist Pro is Aircall's premium AI add-on ($49/user/month) that provides real-time call coaching, automated call scoring with custom scorecards, live transcription, playbook guidance, and automated post-call workflows. It builds on AI Assist Standard ($9/user/month) with live, in-call capabilities.

Are all six upgrades available now?

Five of the six upgrades are fully live and available to all AI Assist Pro customers. Ask AI Assist (the natural language query feature) is currently in beta with early access available through Aircall's partner network.

Does Transcription Redaction work with existing transcripts?

No. Redaction applies only to new transcriptions going forward. Existing transcripts are not affected retroactively. If you need to address historical data, contact Aircall support for guidance.

How does the Rep Scoring Filter work for transferred calls?

Admins can configure whether AI evaluates the first agent, the last agent, or all agents who participated in a transferred call. This is set up in automation rules within the AI Assist Pro configuration.

Does Aircall integrate with Salesforce and HubSpot?

Yes. Aircall offers native, bi-directional integrations with both Salesforce and HubSpot. Calls, voicemails, texts, AI summaries, sentiment data, and scoring all sync to CRM records automatically.

How accurate is AI call scoring now?

Aircall's call scoring accuracy has improved to 99.6%, up from 96%. The AI also produces more natural, coaching-quality feedback and better handles sentiment analysis — distinguishing third-party complaints from direct complaints and correctly interpreting emphatic language.

How does Ask AI Assist compare to traditional call analytics dashboards?

Traditional dashboards require you to know what you are looking for and build the right filters. Ask AI Assist lets you type a question in plain language — like "What objections came up this week?" — and get an immediate answer. It is conversational analytics rather than dashboard-driven analytics, which dramatically reduces the time required to extract insights.

Conclusion

These six upgrades represent a significant evolution for Aircall AI Assist Pro — moving it from a capable AI coaching add-on to a comprehensive conversation intelligence platform. Rep self-scoring builds coaching culture. AI-suggested tags fix data quality. Ask AI Assist democratizes analytics. Transcription Redaction opens the door for compliance-conscious organizations. Company Context eliminates generic AI. And 99.6% accuracy makes the entire system trustworthy.

For organizations already using Aircall, these upgrades are live now — most require minimal configuration to activate. For organizations evaluating their telephony and conversation intelligence options, this is a compelling case for the platform.

Ready to implement Aircall AI Assist Pro alongside your CRM? Contact Vantage Point to learn how we help businesses configure, integrate, and maximize their Aircall investment with Salesforce, HubSpot, and beyond.

About Vantage Point

Vantage Point is a technology consulting firm specializing in CRM implementation, automation, integration, and AI solutions. As partners with Salesforce, HubSpot, Anthropic (Claude AI), Aircall, and Workato, we help businesses of all sizes build unified technology stacks that drive revenue, improve operations, and deliver exceptional customer experiences. Learn more at vantagepoint.io.