An inbound number your customers ring, or an outbound dial your team schedules.
Step 2
Context pulled
Whether it lives on a monday board, a calendar, or your own database, the agent reads it live and relays it mid-call.
Step 3
Agent listens
It hears the whole conversation, keeps a clean transcript, and answers without talking over the caller.
Step 4
Data updated
What was said becomes structured data your team can act on — fields filled, not a recording for somebody to review.
Data goes in on a call. Data comes back out on a call.
Both directions run on the same agent and the same permissions. Pick the flows you need — every one of them ends in a record, not a voicemail.
Intake on the call
The caller talks; the agent fills the fields, and pushes back when an answer is too thin to file. Nothing waits in a voicemail queue for somebody to transcribe.
Appointment scheduling
Work-order close-out
Invoice creation
Job and site details
Lead and enquiry capture
Delivery on the call
The agent places the call, reads what your records say, and writes down the answer it gets back — onto the row it came from.
Appointment confirmations
SOP check-ins
Company information and FAQ
Status and ETA updates
Payment and renewal reminders
The board is the back end
Most of the teams we build for already run on monday.com — so that is where the agent reads from and writes to. No parallel database to reconcile, no export step, and nobody re-keying a call into a board on Monday morning.
Creates and updates items on the boards your team already lives in.
Drops the full transcript into a monday Doc, linked to the item.
Pulls context from a board or your database and relays it to the caller.
Fires your existing automations the moment the call ends.
Service Calls · Voice intakeExample board
Call
Type
Outcome
Owner
Larkfield · cooler down
Intake
Scheduled
Dana R.
WO 4417 · close-out
Outbound
Invoiced
Marcus L.
Vestra · SOP check-in
Outbound
Confirmed
Priya S.
Halden · pricing question
Inbound FAQ
Answered
Unassigned
Transcript dropped into a monday Doc · owner notified · invoice item created
Bring us one call.
An intake, a close-out, a confirmation run — whichever one your team makes every day and nobody enjoys. We will show you the agent handling it, and the board item it leaves behind when it hangs up.