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Getting started with Pulse

What is Pulse?

Pulse is a live, in-call AI assistant for sales and presales teams. The answer to almost every question a buyer asks already exists somewhere in your organization. It lives in a knowledge base, an old RFP, a Slack thread, or a senior rep's previous call. Pulse brings those answers to the rep in real time, on the call, right when they need them.

Pulse is built on a clear stance: the human stays in the room. We don't replace your rep with an AI avatar. We make your rep dramatically better in the moment.

Pulse is deal-aware. It frames responses using account context, deal stage, prior commitments, and the live conversation, not generic knowledge-base hits.

Key Features

Near real-time answer delivery. Pulse listens to the call, matches intent, and surfaces approved answers on the rep's screen within seconds of the question.

Deal-context shaping. Answers are tailored using account context, deal stage, prior interactions, completed questionnaires, and past commitments. The response fits this customer and this conversation, not a generic match.

Silent overlay, no bot. Pulse never joins as a participant, doesn't appear in the attendee list, and triggers no recording notification. The overlay is visible only to the rep, including during screen sharing.

Broad question coverage. Pulse covers technical product questions, security and compliance, competitive comparisons, integrations and architecture, SLAs and uptime, and objection handling, as long as the source content is connected to SiftHub.

Works across platforms. Pulse runs at the desktop level and works across Zoom, Microsoft Teams, and Google Meet.

How Pulse Works

  1. During a call, Pulse listens to the conversation and identifies when a prospect asks a question or when a rep might need guidance.
  2. It matches the intent of that question against your organization's approved content. This includes RFP responses, policies, battlecards, technical docs, and curated knowledge in SiftHub.
  3. Using deal context such as account, stage, prior questionnaires, commitments, and compliance history, Pulse shapes a response specific to this conversation.
  4. The answer appears as a private overlay on the rep's desktop within seconds.

Requirements

Before using Pulse, ensure the following:

  • Active SiftHub account with Pulse access. Pulse must be enabled for the rep.
  • Connected sources in SiftHub. Pulse draws on two types of content. Both should be connected for best results:
    • Organizational knowledge. Product documentation, security and compliance content, competitive material, integration and architecture docs, RFP responses, and curated knowledge.
    • Deal signals. CRM account context, prior questionnaire history, past commitments, and compliance history for the accounts your reps are working.
  • Desktop environment. Pulse runs as a desktop overlay. Confirm OS compatibility with your SiftHub account team.

Pulse Installation Guide

Download the installer

Download the Pulse installer for your operating system:

Mac installation steps

  1. Open the DMG: Double-click the downloaded .dmg file to mount it. A Finder window will open showing the Pulse app icon alongside an Applications folder shortcut.
  2. Install the app: Drag the Pulse icon into the Applications folder. Wait for the copy to complete.
  3. Eject the DMG: Once the copy is done, eject the mounted DMG by clicking the eject icon next to its name in the Finder sidebar under Locations.
  4. Launch Pulse: Open your Applications folder and double-click Pulse to launch it.
    • Note: If macOS shows a "downloaded from the internet" or "unidentified developer" warning, click Open. If blocked, go to System Settings → Privacy & Security and click Open Anyway. You may need admin credentials.
  5. Sign in: Log in with your SiftHub credentials (or via SSO/Okta if configured by your admin).
  6. Grant permissions: When prompted, allow Pulse access to your microphone and audio so it can listen during calls. This is required for real-time answer surfacing. If the prompts don't appear automatically, enable them manually:
    • System Settings → Privacy & Security → Microphone → enable SiftHub
    • System Settings → Privacy & Security → Screen & System Audio Recording → enable SiftHub

Windows installation steps

  1. Run the installer: Double-click the downloaded .exe file to start the setup wizard. If Windows prompts with a User Account Control (UAC) dialog asking whether to allow the app to make changes, click Yes. You may need admin credentials.
    • Note: If Windows shows a "Windows protected your PC" SmartScreen warning, click More info, then Run anyway.
  2. Complete the setup wizard: Follow the on-screen prompts. Accept the license agreement, choose the install location (or keep the default), and click Install. Wait for the installation to complete.
  3. Finish installation: When the wizard finishes, leave the "Launch Pulse" option checked (if shown) and click Finish. Otherwise, open Pulse from the Start menu or the desktop shortcut.
  4. Sign in: Log in with your SiftHub credentials (or via SSO/Okta if configured by your admin).
  5. Grant permissions: When prompted, allow Pulse access to your microphone and audio so it can listen during calls. This is required for real-time answer surfacing. If the prompts don't appear automatically, enable them manually:
    • Settings → Privacy & security → Microphone → enable SiftHub, and ensure "Let desktop apps access your microphone" is turned on
    • Settings → Privacy & security → Speaker → enable SiftHub. This also governs audio capture; ensure SiftHub is allowed

You're ready! Launch Pulse before your next call. It will run silently in the background as a desktop overlay.