Platform · Workflows
AI Call Workflows: Booking, CRM Sync and Call Summaries
Connected to your key industry-specific systems. Sync call data across 7,000+ integrations, with no manual work.
- Google Calendar
- Jobber
- Housecall Pro
- ServiceTitan
- BotPhone
- HubSpot
- Salesforce
- Calendly
- Zapier
What gets automated
Booking & CRM sync
Books directly into Google Calendar, Jobber, HouseCall Pro, SmartMoving, and more, or sends a booking link via SMS. Every new lead is created in your CRM in real time, the moment the call ends.
- Calendars
- Field service software
- CRMs
- Zapier, Make and Slack
Routing & summaries
Need certain calls to go to a specific person or department? The agent qualifies the caller and transfers them to the right line, then emails you a summary, recording and transcript.
- Transfers to the right line
- Recordings
- Transcripts
- Monthly check-ins
You always know what's happening
Every call your agent handles is summarized and emailed to you the moment it ends: full recording, transcript, caller details, lead information, and booking confirmation. No black box, no dashboard to check.
From BotPhone
Call summary: Booked · Sat 10:00 AM
- CALLER
- Marcus T. · new
- WANTS
- Full detail, 2021 F-150
- BOOKED
- Sat 10:00 AM
- CRM
- Lead created