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Trials are the core of Superhawk AI. A trial represents a customer evaluation period where a prospect is actively testing your product. Superhawk AI brings together everything related to that evaluation — CRM accounts, session recordings, call transcripts, and AI-powered analysis — into a single, unified view.

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Trial Lifecycle

Every trial in Superhawk AI moves through a lifecycle that reflects where the customer is in their evaluation:
  • Active — The customer is currently evaluating your product. Sessions are being recorded and data is flowing in.
  • At Risk — Superhawk AI has detected signals that the trial may not convert, such as declining engagement or negative sentiment.
  • Won — The customer has converted from trial to a paying customer.
  • Lost — The trial ended without conversion.
Superhawk AI automatically tracks these stages and surfaces insights to help you move trials toward a successful outcome.

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What You Can Do with Trials

Each trial gives you a centralized place to:
  • View all linked CRM accounts and contacts involved in the evaluation
  • Review session recordings to see how prospects are using your product
  • Read AI-generated analysis of engagement patterns and sentiment
  • Track key metrics like feature adoption and activity trends
  • Get recommended actions to improve trial outcomes

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Get Started

Create a Trial

Set up a new trial and link it to your CRM accounts.

Manage Accounts

Link CRM accounts to trials and track their progress.
Once your trials are set up, head over to Reports & Analytics to generate AI-powered insights about trial health and customer engagement.