How Aura Works

Aura connects every stage of your sales process into one seamless flow. Here's how it all fits together.

The Complete Journey

┌─────────────────────────────────────────────────────────────────────────┐
│                         AURA PLATFORM FLOW                               │
└─────────────────────────────────────────────────────────────────────────┘

    ┌──────────────┐         ┌──────────────┐         ┌──────────────┐
    │   BOOKING    │         │   PIPELINE   │         │    CALLS     │
    │    LINK      │────────▶│    LEAD      │────────▶│   MEETING    │
    └──────────────┘         └──────────────┘         └──────────────┘
           │                        │                        │
           ▼                        ▼                        ▼
    ┌──────────────┐         ┌──────────────┐         ┌──────────────┐
    │  UTM Params  │         │ Qualification│         │  Notetaker   │
    │  Custom Qs   │         │    Score     │         │   Records    │
    │  DQ Rules    │         │   Stage      │         │  Transcribes │
    └──────────────┘         └──────────────┘         └──────────────┘
                                                             │
                                                             ▼
    ┌──────────────┐         ┌──────────────┐         ┌──────────────┐
    │  ANALYTICS   │◀────────│   OUTCOME    │◀────────│ AI ANALYSIS  │
    │  Dashboard   │         │  Won/Lost    │         │ Apex Scoring │
    └──────────────┘         └──────────────┘         └──────────────┘

Stage 1: Booking Link

Everything starts when a prospect visits your booking link.

What Happens:

Visitor sees your availability (synced from Google Calendar or Outlook)
They select a time slot that works for both parties
Custom questions collect qualifying information
Disqualification rules filter out poor-fit leads automatically

Data Captured:

Name, email, phone
Custom question responses
UTM parameters (source, medium, campaign)
Referring URL
Timezone

Stage 2: Lead Creation

Once someone completes the booking, they become a lead in your pipeline.

Automatic Actions:

Lead record created with all booking data
Calendar invite sent to both parties
Video conferencing link generated (Google Meet or Microsoft Teams)
Lead appears in your Pipeline view

Pipeline Stages:

Interested → Qualified → Scheduled → Attended → Closed
                                   ↘ Cancelled
                                   ↘ Lost
                                   ↘ Disqualified

Stage 3: The Call

When the meeting time arrives, Aura's AI Notetaker joins automatically.

During the Call:

Notetaker joins the video conference
Records audio and video
Generates real-time transcript
Captures participant information

After the Call:

Recording uploaded to secure storage
Transcript processed and timestamped
AI analysis begins

Stage 4: AI Analysis

Aura's AI scores every recorded call against the 7-stage framework.

7-Stage Scoring (each 1-10):

Stage	What It Measures
Rapport	Frame-setting, authority, agenda
Discovery	Symptoms, pain, cost, emotional layers
Gap	How clearly the prospect's current-vs-desired gap was surfaced
Financial Qualification	Budget, decision authority, financial readiness
Pitch	Solution presentation tied back to the discovered gap
Objections	Anticipation, surfacing, and resolution of objections
Close	Clarity of ask, price reveal, next-step commitment

Deliverables:

Overall Score (0-100) headline
Structure Score / Emotional Score / Closing Score / Buyer Certainty Index
Three boolean checks: need acknowledged, gap sufficient, temp check before price
Exactly 3 missed questions, 5 line rewrites, 3 action steps

Stage 5: Outcome Recording

After the call, mark the outcome to keep your pipeline accurate.

Outcome Options:

Closed Won: Deal closed, optionally record cash collected
Lost: Deal lost, capture loss reason
No Show: Prospect didn't attend
Rescheduled: New time booked

Stage 6: Analytics

All this data flows into comprehensive dashboards.

Available Views:

Tab	What You See
Overview	KPIs, booking trends, revenue
Performance	Rep-level Apex scores, rankings
AI Insights	Score trends over time, improvement areas
Objections	Heat maps of common objections
Attribution	Lead sources, UTM performance

Data Flow Architecture

┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│   BOOKING   │     │    CALL     │     │  ANALYTICS  │
│   EVENTS    │     │   EVENTS    │     │  QUERIES    │
└──────┬──────┘     └──────┬──────┘     └──────┬──────┘
       │                   │                   │
       ▼                   ▼                   ▼
┌─────────────────────────────────────────────────────┐
│                    AURA DATABASE                     │
│  ┌─────────┐  ┌─────────┐  ┌─────────┐  ┌─────────┐ │
│  │ Leads   │  │  Calls  │  │Analysis │  │ Intents │ │
│  └─────────┘  └─────────┘  └─────────┘  └─────────┘ │
└─────────────────────────────────────────────────────┘
       │                   │                   │
       ▼                   ▼                   ▼
┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│   ZAPIER    │     │  WEBHOOKS   │     │     API     │
│  TRIGGERS   │     │   EVENTS    │     │   ACCESS    │
└─────────────┘     └─────────────┘     └─────────────┘

Integration Points

Aura connects with your existing tools at key points:

Calendar: Google Calendar, Microsoft Outlook (bidirectional sync)
Video: Google Meet, Microsoft Teams, Zoom
Automation: Zapier (14 trigger events)
API: GraphQL and REST for custom integrations

Next Steps

Now that you understand how Aura works:

Core Entities - Deep dive into leads, calls, and intents
Quick Start - Set up your account
Booking Links - Create your first booking link

How Aura Works

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