Using the live overlay

Updated 8 July 2026

During a session, SalesGhost lives in a small pill at the top-right of your screen. It's designed to be glanceable and then get out of your way — here's everything it does.

The pill

While the session runs, the pill shows Listening… — your confirmation that audio is being captured and transcribed. It sits above your other windows but is deliberately small; on a call it should feel like a status light, not a dashboard.

The pill is click-through everywhere except its own surfaces. Your mouse works normally on whatever's underneath — slides, browser, CRM — and only clicks directly on the pill or its cards register with SalesGhost. You never have to move it just to reach a button behind it.

If you do want to move it: drag it by the ghost icon. It goes wherever suits your screen layout and stays put.

Suggestion cards

When the conversation hits a moment SalesGhost can help with — a pricing question, a competitor mention, a security ask — a suggestion card appears under the pill:

  • The answer, grounded in your knowledge base
  • Its sources, so you can see exactly which document it came from
  • A copy button, for pasting into chat — handy when a prospect asks for something in writing, or for dropping a link into the meeting chat

Read it, use what's helpful, ignore what isn't. Cards auto-collapse after about 10 seconds so your screen never fills up with stale suggestions; if you want one gone sooner, dismiss it. A card disappearing costs you nothing — everything is in the transcript afterwards.

Glance, don't read aloud. The best reps treat cards as recall, not script: take the number or the fact, say it in your own words, keep eye contact. A card is doing its job if the prospect never suspects you had one.

Visibility during screen sharing

By default the overlay is excluded from screen shares — you see it, your prospect doesn't. The eye icon on the pill toggles this per session. How the invisibility works, and its honest limits on the newest macOS versions, are covered in the invisibility guide.

Battle cards

If your team has set up battle cards — pre-approved responses to objections and competitor mentions — they surface through the same card mechanism, automatically, when a matching moment is detected. To you they're just another card; the difference is the words were agreed on before the call started.

Stopping the session

Click the stop button on the pill when the call ends. The overlay disappears, and a few moments later your transcript and recap land on the home screen (plus a scorecard, if your team has them enabled).

Stopping is worth making a habit — the session doesn't know your meeting ended, and stopping promptly keeps post-call hallway chat out of the transcript.