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Incoming call+1 212 555 014719:42:06Example

Identity · 4

  • Phone+1 212 555 0147Verified
  • Emailmaria.alvarez@mail.exampleVerified
  • WebSigned in on brightline.exampleVerified
  • Messaging apps+1 212 555 0147Linked

Maria Alvarez

Comfort Plan member since 2021

Recognized

Matched on her mobile number

Timeline

  1. Mar 14PhoneIgniter replaced
  2. Mar 12WebMarch visit booked
  3. Oct 2025EmailFall tune-up confirmed
  4. Apr 2025SMSSpring tune-up booked

Your customers never have to repeat themselves.

The agent recognizes them on any channel and opens where the last conversation left off.

Book a demoSee what it remembers
What the Front desk agent recalls

Agent recall · Front desk

Maria calls back. What does the agent know?

What the agent receives

SummaryHeld back
Carrier furnace, serviced in March: igniter replaced. Prefers morning visits and text confirmations.
Confirmed fieldsHeld back
Plan: Comfort Plan · Visit window: mornings, after 8
Recent conversationsFull history only
  • Mar 14 · Phone · igniter replaced
  • Mar 12 · Web · visit booked
  • Oct 2025 · Email · fall tune-up

How it opens with Maria

“Thanks for calling Brightline Heating & Air. How can I help?”

“Hi Maria — is this about the furnace we serviced in March?”

“Hi Maria — is the igniter acting up again? We replaced it on March 14.”

Every call fills in the contact, and you choose what it keeps.

Fields arrive with your HubSpot, Salesforce or Zendesk import. What the agent hears on a call is kept at once, or held until someone confirms it.

Contacts / Maria Alvarez / ProfileNew details wait for review

  • PlanComfort PlanImport
  • EquipmentCarrier furnaceImport
  • Visit windowMornings, after 8You
  • Side gate code3906Agent
    1. Heard on the call · held for reviewHeld for review“The side gate code is 3906, the dog’s friendly.”
    2. Confirmedby Nadia Brooks

Kept on your schedule, then deleted.

Roles decide who on your team opens a contact. Conversations, transcripts and recordings are deleted when you ask.

Every control on Security

Front desk / Privacy & storage

Personal data

  • Keep
  • Mask, the saved choice

Mask names, numbers and other personal details in what is kept.

Keep recordings for

90 days

How long recordings and transcripts are kept: anywhere from 1 to 365 days.

Contacts / Aspen Row Apartments+1 212 555 0100

Shared company line

On

The agent keeps the line’s notes and calls, and greets no one on it by name.

Callers heard on this line

  • Dana
  • Omar
  • Lucas

Callers feel known from the first word.

List a few of your regulars, and hear the agent greet each one the way your front desk would.

“Hi Maria — is this about the furnace we serviced in March?”Maria Alvarez · matched on her mobile numberRecognized

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