An AI receptionist that picks up your calls, takes notes and sends a clean transcript and summary straight into your CRM. You wake up with the work already done.
Key features
Every call answered, every detail captured
Always-on answering
Twenty-four hours a day, weekends included. Callers never hit voicemail and you never lose a lead because nobody was at the desk.
Smart call routing
Books appointments, takes a message or pings the right teammate depending on what the caller is asking for. No rigid menus to confuse people.
Live transcription
Every word is captured in text as the call happens. Read the conversation, search it later, or hand it to compliance to review.
CRM integration
Caller, company, intent and outcome land in your CRM as a structured record. Most popular CRMs and helpdesks supported out of the box.
Actionable summaries
Each call ends with a one-paragraph summary, a sentiment flag and a list of next steps. No more rewinding the recording at midnight.
Appointment booking
Caller picks a slot, the calendar updates, the confirmation goes out and a reminder follows. The receptionist work that used to eat an hour a day just disappears.
After every call
You start the morning with the work already done
For the team lead
A short summary, the caller name, what they wanted and the recommended next step. You decide what gets actioned and what gets parked without listening to a full recording.
For sales and support
The full transcript and call recording appear in the contact record next to every other touchpoint. New teammates ramp up on a customer without scrolling through old emails.
For compliance
Every call is stored with timestamp, caller ID and outcome. Reviews and audit requests become a search query, not a week-long archive dig.
For ops and finance
Call volume, peak hours, missed opportunities and intent themes roll up into dashboards you can show leadership without exporting a spreadsheet first.
Put Call Pilot on your phone line
Tell us what a typical call looks like for you. We will walk through how Call Pilot answers it and what shows up in your CRM afterwards.
