Second Opinion for Sales

What you get

A single tool, second_opinion. You give it one person's words from a sales conversation, a call transcript, an email thread, or discovery notes, and tell it whether those words are the seller's or the prospect's. It returns a finished read your agent reasons over:

• A one-line key finding, the single most important thing about this person for selling
• A fuller second opinion, what they are like in a sales conversation and what it means for how you sell to them
• Two to three concrete next steps for your next call
• A read confidence, how well the text supported the read, not a prediction of the deal

It returns words, not numbers. The behavioral analysis is the basis for the read, not part of the output.

What you need

• A free Second Opinion for Sales seat: 10 reads a month, no credit card. You start it with your email or with a Microsoft work or school account (see Set it up)
• An MCP-capable AI agent. Anthropic's Claude works out of the box. Microsoft Copilot Studio agents and custom agents you build yourself also work
• Starting with your email is currently available to customers in the United States. Starting with a Microsoft account is available in the countries supported on the Microsoft AppSource listing.

Set it up

1. Start free

Choose how you want to start. Both give you the same free plan.

With your email. Enter your email and we send your personal connector URL. No Microsoft account needed.

Start free with your email

With a Microsoft account. Sign in with your Microsoft work or school account to set up your seat and get your connector URL.

Set up with Microsoft

2. Get your connector URL

Your personal connector URL is unique to your seat and is your credential, so keep it private. Anyone who has it can use your reads. If you started with your email, it arrives in an email from Second Opinion for Sales. If you started with a Microsoft account, it is shown once on the setup page, so copy it before you leave. If you lose it: with the email start, enter the same email on the activation page again and we send a fresh link, and the old one stops working. With the Microsoft start, contact support@pansophyai.com and we will reissue it.

3. Add it to your agent

In Claude, open Settings, then Connectors, then Add custom connector. Paste your connector URL and connect. In Microsoft Copilot Studio or a custom agent, add the connector URL as an MCP server. Your connector URL already includes the correct path, so paste it exactly as issued. If you started with a Microsoft account, the setup page has the steps for your agent. Copilot Studio signs in with Microsoft instead of a connector URL.

4. Use it

Ask your agent to read a prospect from their own words. For example:

• "Here is the transcript from my first call with this prospect. Read them and tell me how to run the next call: what to lead with, what they care about, and where I am at risk of losing them."
• "This prospect keeps saying they are interested but will not commit to a next step. Here are their last three emails. What is going on, and how closeable are they?"
• "Based on how this prospect talks, draft my follow-up email. They are detail-oriented and risk-averse, so it needs to reassure, not pressure."

For a multi-speaker transcript, give the tool one speaker at a time. Each person needs at least 400 characters of their own words for a reliable read.

How your data is handled

Before any analysis, the text you submit is scrubbed of personally identifiable information inside Microsoft Azure. The scrubbed text is what reaches the scoring engine and the language model. The content you submit is held only for the active session and is discarded when the session ends. We retain only an anonymized analytical record that contains no identity and no source text. A free seat started with your email is identified only by a one-way code derived from the email, not the email address itself. Full detail, including the role of your AI agent and of Stripe for read packs, is in the Privacy Policy.

Troubleshooting

• The connector will not finish connecting. Confirm you pasted the full connector URL exactly as issued, with nothing trimmed from the end.
• Your agent reports that verification is required. Disconnect the connector and reconnect it to re-run the setup handshake. Retrying the same request will not clear this.
• You hit your monthly limit. Free reads reset on the 1st. To keep going now, you can buy a read pack. On a Team plan, reads are managed through Microsoft, so contact support or your admin.

Support

Email us or open the support page for help connecting or using Second Opinion for Sales.