Your AI remembers regulars, so they don’t repeat themselves
Every caller becomes a contact automatically. Add a note or instruction once — VIP, preferred language, always transfer to Dave — and the AI applies it on every call after.
How the AI keeps up with who's calling
First call creates the contact.
The moment someone calls, texts, or messages your website chat, the AI creates a contact automatically — no data entry, no import.
You add instructions once.
Open the contact and add notes or instructions in plain English — “VIP, transfer to Dave immediately,” “prefers Spanish,” “always ask about the boiler.” Those instructions win over your general settings the next time that person calls.
The AI remembers next time.
On the next call, it already knows who it’s talking to — it skips the interrogation, applies your instructions, and folds a short summary of the new call into what it already knew.
It only remembers what matters, and you’re always in control
Memory is a short, fact-only note built from prior calls — not a recording, not more than what’s useful. Anything you type into Notes stays private and is never fed back into the AI. One tap blocks a caller from voice calls entirely, and one tap clears a contact’s memory if you’d rather start fresh.
Short, fact-only note from prior calls — never your private Notes.
Contacts and AI memory come standard from Starter ($79/mo) up — no upgrade needed. CRM sync brings your existing customer records in automatically: Square, Clover, and Shopify sync starting on Starter; Jobber connects on Pro ($169/mo) and up. Synced records only fill in what's missing — your notes, instructions, memory, and blocks are never overwritten.
One captured $300 job covers about four months of Starter — and a returning customer who doesn’t have to re-explain their address and problem is exactly the kind of call that turns into one.
Frequently asked questions
Does the AI actually remember everything I’ve ever said to a caller?+
No — it keeps a short, fact-only note, not a transcript archive, refreshed after each call.
Can I see or edit what it remembers?+
Yes, right on the contact — read the memory, edit your instructions, or clear it with one tap.
Can I block someone from calling?+
Yes, one toggle blocks a number from voice calls. Texting isn’t stopped by the same switch.
Which CRMs sync automatically?+
Square, Clover, and Shopify on Starter and up; Jobber on Pro and Scale.