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PYRAMYD

Accounts hub · Engagement

Ask every buyer why they chose you or a rival

Run AI interviews by voice or text, and surveys, from one place. Keep each answer with its deal, and let reps rehearse the hard call with an AI buyer first.

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Used byProductMarketingSalesCustomer Success

Included in Starter (when Accounts is the hub you pick), Growth, and Enterprise. See pricing

How it works

How Engagement works.

Survey customers, interview buyers, and rehearse sales calls.

Narrated walkthrough, about 78 seconds. Turn on narration to hear it; the captions on the board carry the same words.

Read the six steps
  1. Build a survey. Start with a survey. Describe what you want to learn, and AI drafts the questions, from an NPS question to an open answer. Edit them, add your own, and preview it as a respondent would.
  2. Publish and share. Set it to Published, then share it as a public link, as an embed code on your site, or as single-use links for your own list. Every answer lands in its results.
  3. Read the results. Results build as answers arrive, with NPS split into promoters, passives, and detractors. An AI summary names the themes and the overall sentiment, and everything exports as a PDF or a CSV file.
  4. Interview buyers. The AI Interviewer goes deeper. Give it seed questions and an objective, link the deal, and share it. Buyers answer by voice or by typing, and each conversation returns a summary and a transcript.
  5. Practice a call. Reps can rehearse too. Pick a scenario, a difficulty, and the AI buyer's personality, add the deal's stage and value, then talk it through live, with captions and coaching on how much you talk.
  6. Score and roll up. When the call ends, PYRAMYD scores it overall and by skill. The Overview rolls your interviews into an average score, a talk ratio, and the open pipeline behind them.

What teams do with Engagement

Four jobs, four real use cases

  1. Hear from every lost buyer without booking a single call

    Win/loss lead · Marketing

    The win/loss lead hears only from the buyers who agree to a call, and those are mostly the friendly ones.

    1. Send every buyer from a closed deal a link to a ten-minute AI interview, by voice or text.
    2. The AI asks the follow-up questions, and the transcript stays with the deal.
    3. Each quarter, read the themes across 60 interviews.
    • Interviews by voice or text over a link
    • AI follow-up questions
    • Transcripts, summaries, and themes
    • Win/loss interviews tied to deals
    Works withLoss reasons with buyer quotes

  2. Know what customers said, and why, the day the answers come in

    Customer success lead · Customer Success

    The onboarding NPS survey has closed, and the customer success lead needs to know where onboarding falls short.

    1. Open the survey’s results: NPS by month, and a chart for every question.
    2. Cut the answers by segment: enterprise detractors are double those in SMB.
    3. Ask for the AI summary of themes, then add a kickoff call for every enterprise account.
    • NPS, CSAT, and CES by month
    • AI themes and sentiment on request
    • Charts per question
    • CSV and JSON export
    Works withCustomer feedback themesFeedback trends

  3. Rehearse the price negotiation before the call that matters

    Account executive · Sales

    A new account executive has a price negotiation with a skeptical buyer this afternoon.

    1. Open a practice room and play the call out loud with an AI buyer.
    2. Follow the live captions to check what you said.
    3. Read the scored transcript at the end: a score by skill, with strengths and areas to improve.
    • Practice by voice or text
    • Live coaching
    • A scored transcript at the end

  4. Keep every answer with the deal it came from

    Sales manager · Sales

    The sales manager wants to know which buyer interviews still need a follow-up, and how much pipeline waits on them.

    1. Open the Engagement Overview: each interview sits with its deal’s stage, value, close date, and outcome.
    2. See that eight interviews tied to $1.2M of open pipeline still have follow-ups pending, and which interviewed deals were won.
    3. Ask APEX to set each deal’s follow-up date.
    • Interviews tied to deals
    • Outcome counts by deal
    • Open pipeline still waiting on follow-ups
    Works withRep win/loss loggingSurvey and interview actions
    Engagement overview: engagements, practice runs, interviews, surveys, and responses, with win-loss coverage of closed deals.
    Engagement: interviews and surveys, and how many closed deals the win-loss program has reached. Captured from the live app on 8 October 2026.

Also in Engagement

More of what each program does

  • Survey builderWrite a survey by hand, from a template, or from a plain-language goal with AI, and preview it.
  • Survey publishing and linksA public link, single-use links, and email and Slack invites, with one answer per person.
  • Interviewed-deal win rate liftThe win rate of closed deals that got a win/loss interview, beside those that did not.
  • Win/loss program coverageThe funnel from closed deals to reachable, contactable, interviewed, and surveyed.
  • Practice interview setupThe buyer persona, product, scenario, difficulty, weights, and AI questions for a practice call.
  • Interview scoringA finished practice call scored overall and by skill, with strengths and areas to improve.
  • Connector unlocksWhich engagement features your connected tools already turn on, and which are one connection away.

See all capabilities

More in Accounts

Account 360

Know which accounts need you, and why.

Discover

Find the companies that look like your best customers.

Coming soon

Segments

Build any audience, and see exactly how it was built.

Deals

Bid on the RFPs you can win, and answer them on time.

Support

See where support effort goes.

See the whole Accounts hub

Hear why, from every buyer

Engagement comes with the Accounts hub. Pick it as your Starter hub, or get it with Growth and Enterprise.

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