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Itero
Product

Live Chat Training Software

Your reps' next tough customer shouldn't be their first. Itero simulates realistic typed conversations — live-chat support, SMS follow-ups, LinkedIn-style outreach — and scores every one with the same rigor as your calls.

Build Chat Scenarios Alongside Voice

Author chat scenarios in the same Scenario Studio you use for calls — no separate tool, no duplicate setup. Pick the practice mode when you create the scenario, and turn-taking behaves identically in the studio and in live practice.

  • Drag in a sales playbook, SOP, or real transcript and Itero drafts the scenario for you
  • Set the order scenario tiles appear on the rep Practice page, so priority scenarios come first
  • One channel filter runs across the studio, practice screens, and evaluations
Scenario Studio editing a chat scenario with channel chip, communication style, and document upload

Score Every Typed Conversation

Chat gets the same coaching rigor as voice. When you create a scorecard, choose whether it evaluates chat or voice — Itero scores typed conversations against it automatically.

  • Score one conversation against multiple scorecards in a single pass, in the order you choose
  • A single, consistent Result field means chat and voice outcomes read the same way
  • Every score comes with supporting citations from the transcript
Chat conversation being evaluated against a scorecard checklist

AI Customers That Text Like Real Ones

Reps practice against personas that write like your actual buyers — terse, chatty, skeptical, or distracted.

  • Upload a buyer profile or ICP one-pager and Itero generates the persona automatically
  • A Communication Style setting shapes how each persona writes
  • Scenario context fields show the rep CRM-style details mid-conversation, so practice feels like a real ticket, not a generic role-play
AI customer persona with scenario context fields during chat practice

See Itero in action

Get a personalized demo and see how Itero can transform your team's performance.

Coach and QA the Chat Channel

Bring written channels into the same quality program as your calls.

  • Filter Conversations and Evaluations by chat or voice to focus reviews
  • Coaching Inbox surfaces coachable chat moments straight from the transcript
  • A chat-ending webhook fires the moment a conversation wraps, so your systems can react instantly
Manager reviewing a chat transcript with a coaching note

Frequently Asked Questions

Getting Started

Scoring & QA

Plans & Setup

Ready to get started?

Join leading organizations using Itero to accelerate training, automate quality assurance, and drive measurable performance improvement.