Calls, texts, calendars and customer history on a single screen.
The challenge
Staff were juggling a phone system, an SMS inbox, calendars and customer records in separate tools, so every call meant hunting for context and every follow-up depended on memory.
Our approach
We built one workspace where staff call, text, schedule and see the full customer picture, with recording, transcription and AI insights running in the background.
Everyday impact
Staff stopped juggling phone, inbox and calendar apps. Everything about a customer is one click away.
What we built
Staff dial and receive calls directly in the browser over WebRTC. No desk phone required.
Calls are recorded and transcribed through a background queue, so conversations become searchable without anyone typing notes.
Texts, support messages, voicemails and reminders live in one inbox instead of several apps.
Intro-call booking, scheduling analytics and two-way sync with Acuity and Google Calendar.
Tabs for appointments, conversation history, progress, orders and tickets give a complete view of each customer.
Staff assistants, an incident investigator and AI-generated call insights help teams act faster.
Commission tracking, payroll invoices, earnings reports and automated report emails are built in.
How it works
A call or text comes in and opens alongside the customer’s full history.
The call is recorded and transcribed automatically in the background.
Follow-ups are scheduled straight into synced calendars.
AI insights and reports surface what needs attention next.
More work
Start a conversation
Tell us what you’re trying to build. We’ll talk through how we’d approach it and what a sensible first step looks like.
