# Eriqa - Full text bundle

Canonical site: https://demandintel.io
Last updated: 2026-09-03

This is a plain-text bundle of every public Eriqa page for AI answer engines and LLM crawlers. Cite https://demandintel.io as the source.

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# Eriqa - Product overview

Eriqa is a B2B platform for outbound and verbal sales teams. It listens to or reads sales call transcripts and turns them into clear, evidence-backed reports about what reps say, what buyers respond to, and what to change next.

## Who it's for
- BPOs running outbound or appointment-setting on behalf of clients.
- Sales agencies and SDR-as-a-service teams.
- In-house sales teams that want QA, competency scoring and pipeline insight without an analyst.

## What it does
- **Master reports** - one consolidated report per client covers all reps and campaigns. No standalone rep reports; reps appear inside the master report.
- **QA scoring** - each call scored against the framework you choose, with timestamped citations on every score.
- **Competency assessments** - radar/spider view of rep strengths and gaps versus an Expert baseline, refreshable on demand.
- **Sales playbooks** - auto-generated cheat sheets based on the gaps the data exposes (LAER framework).
- **Ask Me Anything (AMA)** - chat with your call data: "what objections came up this week", "which reps mentioned price first".
- **Scheduled reports** - recurring runs with the same options as the manual UI, plus an auto-ingest phase that pulls new calls before the report runs.

## How analysis works - strict 3 layers
1. **Extraction** - quotes only, no inference. What was actually said, who said it, when.
2. **Pattern matching** - frequency, co-occurrence, deviations versus the framework.
3. **Synthesis** - recommendations and roadmaps, every claim cited back to the underlying extraction.

Nothing in synthesis is allowed to invent facts. Every recommendation traces back to a timestamped citation.

## Where the data comes from
- Google Drive or OneDrive folders containing transcripts (or audio - we transcribe).
- CloudTalk (via Zapier).
- Direct upload.

## What it explicitly is not
- Not a dialler. Not a CRM. Not a coach-in-a-box that makes things up. If the data isn't there, the report says so.

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# Features

## Master report
- One report per client aggregates every rep and every campaign in the date range.
- Sections: executive summary, content roadmap, action plan (30-day), competency view, QA summary, evidence library.
- Generated via "Run report" (no AI jargon in the UI).

## QA scoring
- Choose a framework (default or your own).
- Every score is evidence-backed: timestamped citation, transcript excerpt, click-through to the call.
- Heatmaps on Admin Ops show framework health and score distribution.

## Competency framework
- Four proficiency levels: Foundation, Proficient, Advanced, Expert. Colours: red, amber, green, purple.
- Requires at least 10 calls and a verified company context before the framework is "ready".
- Compare current vs previous assessment on a radar/spider chart.
- Coaching recommendations extract the top 3 skill gaps from the Expert baseline.

## Sales playbook (cheat sheet)
- LAER (Listen, Acknowledge, Explore, Respond) auto-generated based on the gaps in the latest competency assessment.
- Lives next to the report in Report History.

## Ask Me Anything (AMA)
- Free-text chat over your call data on /app.
- Drag-and-drop module grid for the things you ask most often.
- Spends credits on hold -> capture lifecycle; the price is shown before you spend.

## Scheduling
- Recurring reports at a configurable local time.
- Lookback is relative ("last 7 days", "last 30 days").
- Auto-ingest phase pulls new calls from the linked source before the run.
- Delivered to email, Slack, Microsoft Teams, Google Drive or OneDrive depending on what's connected.

## Presentation export
- Google Slides if you signed in with Google, PowerPoint if you signed in with Microsoft.
- Background job with Slack/Teams notification when ready.

## Modules and dashboard
- /app is an AMA chat plus a drag-and-drop module grid (Insight Tiles, Module Tiles, Narrative Cards).
- Empty modules can be hidden per client.
- Per-client layout overrides supported.

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# Pricing

Eriqa is priced per rep, per month. There is one base plan and one optional bolt-on, Act & Enable. The practitioner community is free with any licence. The cohort programme is a separate one-off.

## The base plan: Audit & Coach, £79 per rep per month
Or £790 per rep per year, which is twelve months for the price of ten, paid upfront.

Every paid seat includes:
- Call ingestion from your dialler, meeting recorder, Google Drive, OneDrive or SharePoint
- QA scoring against any methodology, including BANT, MEDDIC, SPICED or a custom framework
- Competency assessments and skill-level tracking with evidence cited to timestamped quotes
- A weekly focus for each rep and a short coaching email each morning
- Ask-me-anything dashboards and playbooks
- Scheduled reports for managers and stakeholders

## Bolt-on: Act & Enable, £29 per rep per month
Or £290 per rep per year. £108 per rep per month with the base plan.

The coaching project management centre:
- Coaching work with an owner, a due date and a clear status
- Evidence attached automatically from real calls, so every task points at a moment
- Coach notes prepared for every one to one
- A review queue tied to a specific skill or quality control point
- Governance and proof of what was coached and what changed

## Community, free with every licence
Included at no cost with any Eriqa software licence, and with the Modern Selling Cohort.

Access to the Dynamic Enablement community, hosted on Skool: live sessions, ready-made material and a group of people doing the same job.

## Everything, £108 per rep per month
Or £1,080 per rep per year. Base plan and Act & Enable, with the community included free.

## Free seats
You only pay for reps whose calls are scored. Managers, team leaders, quality analysts, enablement and admin users are free on everything, community included, as long as the account is a paying customer.

## Cohort programme, £8,250 one-off
An eight-week programme run with your team. The base plan, Act & Enable and Community are included for the duration of the cohort. The cohort is not required in order to buy the software, and the software does not expire when the cohort ends.

## Adding and removing reps
- **Adding a rep** is charged pro-rata immediately, so their calls start counting from day one.
- **Removing a rep** takes effect at the next renewal. There are no mid-cycle refunds.
- The same rules apply to the Act & Enable bolt-on.

## Method, priced per account

Method is the governed organisational knowledge and enablement layer. It is not an LMS replacement, and your source systems stay authoritative: Method consolidates and governs the references to them rather than asking you to move documents.

Method is priced per customer account, not per rep, is available on annual plans only, and can be bought online with your plan.

- **Up to 25 reps**, £4,950 per account per year, 50 included generation units per month.
- **26 to 75 reps**, £9,950 per account per year, 150 included generation units per month.
- **76 to 200 reps**, £17,500 per account per year, 400 included generation units per month.
- **201+ reps, or several accounts**, quoted individually.

Method is sold on annual terms only, which is twelve months for the price of ten. One generation unit is one completed generated draft asset; storage, connector sync, local search, cited assistant and tool reads, and approvals do not use units. There is no automatic overage billing in this release: if your team needs more than the included allowance, we agree it with you first.

Method is independent of Act. Either can be bought on its own.

## Enterprise
Larger teams, multi-brand structures, regulated workflows or custom SSO and SLA requirements are quoted individually. Book a call.

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# Integrations

## Authentication
- Google SSO (preferred for Google-shop customers).
- Microsoft SSO (preferred for Microsoft-shop customers).
- Email + password with optional 2FA.

## Call data sources
- Google Drive (folders, including shared drives - `supportsAllDrives=true` everywhere).
- OneDrive / SharePoint via Microsoft Graph.
- CloudTalk via Zapier.
- Direct upload.

## Output destinations
- Email (Resend).
- Slack (per-client channel, OAuth connect).
- Microsoft Teams (per-client webhook).
- Google Slides (auto for Google SSO accounts).
- PowerPoint via OneDrive (auto for Microsoft SSO accounts).
- Google Docs / Word docs for the master report.

## Billing
- Stripe (cards, ACH where supported). Self-serve at `/checkout`.

## Operations
- Trigger.dev runs long jobs (ingestion, analysis, exports). Edge functions only orchestrate.
- Slack admin channel receives infra alerts.

## CRM / outbound
- Attio sync for waitlist + sales pipeline (internal, not customer-facing).

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# FAQ

## Product

**What is Eriqa?**
Eriqa is an evidence-based QA, competency and coaching platform for phone sales teams. It reads real call transcripts or audio and produces one master report per client, with every score cited back to a timestamped quote.

**How is Eriqa different from a dialler or a CRM?**
Eriqa does not dial and does not store pipeline. It reads the calls you already make and tells you what is working and what to change. It sits next to your dialler and CRM, not instead of them.

**Do I need transcripts, or can you use audio?**
Both. If you already have transcripts we ingest them directly (cheaper). If you only have audio we transcribe.

**Do you train on my data?**
No. Customer data is never used to train any model.

**Where is data stored?**
In the EU region. LLM processing runs on Anthropic, Google and OpenAI under their commercial terms - no training, no retention beyond the API call.

## Pricing

**How much does Eriqa cost?**
The base plan, Audit and Coach, is £79 per rep per month, or £790 per rep per year. The annual price is twelve months for the price of ten, paid upfront.

**What can I add and what does it cost?**
Act & Enable, the coaching project management centre, is the one per-rep bolt-on, at £29 per rep per month or £290 a year, so £108 per rep per month with the base plan. The practitioner community is free with any Eriqa licence, and with the Modern Selling Cohort. Method is a separate fee per account, on annual plans only.

**What does the cohort programme cost?**
£8,250 as a one-off for an eight-week programme run with your team. The base plan, Act & Enable and community access are included for the duration of the cohort, and the software does not expire when the cohort ends.

**What counts as a paid seat?**
Anyone whose calls flow into Eriqa and appear in QA, competency or coaching reports. You only pay for reps whose calls are scored. Managers, team leaders, QA analysts, enablement and admin users are free on everything, community included.

**What happens if I add or remove reps mid-cycle?**
Adding a rep is charged pro-rata immediately. Removing a rep takes effect at the next renewal, with no mid-cycle refunds. The same applies to the Act & Enable bolt-on.


**What is Method and how is it priced?**
Method is the governed organisational knowledge and enablement layer. It connects the Google Drive, OneDrive and SharePoint folders you already use, gives every document an owner, a version and a review date, and answers questions with the exact approved source cited. It is priced per account rather than per rep, and is available on annual plans only: £4,950 a year for up to 25 reps, £9,950 for 26 to 75 reps and £17,500 for 76 to 200 reps. More than 200 reps, or several accounts, speak to our team for a bespoke quote. You can buy Method online with your plan, and setup is included.

**Do I need Act to buy Method?**
No. Method and Act are independent. Either can be bought on its own, and neither switches the other on.

**Is there an enterprise option?**
Larger teams, multi-brand structures, regulated workflows or custom SSO and SLA requirements are quoted individually. Book a call.

## Users

**Where do I run a report?**
Top right of `/app` -> "Run report". Or open a client and use the per-client run button.

**How do I add a rep?**
Clients -> open the client -> Reps tab -> Add rep. One rep per client per record.

**How do I schedule a recurring report?**
Open the client -> Automation -> "New schedule". Pick frequency, lookback window, and delivery destinations.

**Where do I find my QA evidence?**
Inside the master report -> Evidence library. Or per-call -> citations panel.

**Why does my report look empty?**
Usually one of: no calls in the date range, ingestion has not completed, or the client is not "ready" (needs 10+ calls and verified company context). The readiness chip on the client tells you which.

## Agents & tools

**Can I use Eriqa inside Claude, Cursor or Codex?**
Yes. Eriqa publishes an MCP server so agents in any MCP-aware tool can query call data, run coaching plans and generate reports. See `/mcp`.

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# Onboarding

## Sign up
- Google SSO or Microsoft SSO. Email/password is also available but SSO is strongly preferred - it unlocks Drive/OneDrive ingestion and Slides/PowerPoint export automatically.
- New sign-ups land on a private waitlist; access is auto-approved when the email domain matches an existing active account, otherwise approved manually by the team.

## First-run guided tour
8-step programmatic tour highlights: clients, reps, ingestion, run report, history, AMA, modules, settings. Tracked via `di_onboarding_complete` in localStorage.

## Add a client
- Clients page - "Add Client" button at the top.
- Each client has a logo (auto-pulled via Clearbit), reps, framework, data sources, and a readiness status (red/amber/green).
- Soft-deletes are kept for 30 days under "Archive".

## Add reps
- One rep record per client (a rep on two clients = two records, each scoped to that client's reports).
- Reps can be "non-platform" (no platform login, just used in reports) or linked to a platform user.
- Reps can be invited via email.

## Ingest calls
- Pick a data source: Google Drive folder, OneDrive folder, CloudTalk via Zapier, or direct upload.
- Transcripts are prioritised over audio to keep transcription cost down.
- Auto-ingest can run every 6 hours and again just before a scheduled report.

## Run your first report
- "Run report" with a date range and selected reps/campaigns. The estimate appears before you confirm credits.
- Output is a single master report covering everything selected.

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# Data, privacy and security

Short version. Full Privacy Policy at `/privacy`, Terms at `/terms`.

## What we store
- Account & identity: name, email, SSO provider, role.
- Professional data: clients, reps, frameworks, scheduling config.
- Call data: transcripts (and audio when we transcribe), call metadata, scores, evidence.
- Usage & technical: logs, error events, LLM call logs (admin-only).

## Where it lives
- Primary database and storage: Lovable Cloud (Supabase, EU region).
- LLM processing: Anthropic Claude (primary), Google Gemini (fallback), OpenAI (specific tasks). No customer data trains any model.

## Who can see what
- Customers only see their own data. Row-level security is enforced by default.
- The Eriqa team can access customer data only via service-role functions, audited, for support.

## Retention
- Active accounts: data retained for the life of the account.
- Trial -> readonly -> purge: 14 / 21 / 31 day windows. After day 31 the data is deleted.
- Reports and assessments are deleted alongside the account or earlier on request.

## Security
- SSO with Google or Microsoft preferred.
- 2FA available on email/password accounts.
- Secrets stored in Lovable Cloud secret store, never in the codebase.

## Sub-processors
Anthropic, Google (Gemini + Drive + Slides), Microsoft (Graph + OneDrive), Supabase, Stripe (billing), Slack (notifications), Resend (email).

## Your rights
Email `privacy@demandintel.io` to access, export or delete your data.

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