Identify
Recognizes the caller and pulls up their history before saying a word.
"Can I get your name again?"
A ten-year customer who has to explain who they are doesn't feel like a ten-year customer.
Whoever answers doesn't know who's calling until they ask, and by then half a minute and some goodwill are gone. Finding the record takes longer: open the software, type the last name, pick between three that look alike. Meanwhile the customer repeats a history that's already on the screen.
Lea · Summit Air's AI receptionistIncoming call · Monday 7:05 PMHi, I'm calling about my AC again.
Hi, Mr. Davis. I see Kevin replaced a capacitor for you on September 28. Is it the same unit?
Yes, it's blowing warm air again.
Sorry about that. It's still under the repair warranty, so I'll book Kevin back out at no charge.
It knows who's calling before saying hello
The phone number is already information. It just has to be used before the first sentence.
- It matches the incoming number to the customer's record.
- It pulls up their history: last visit, open estimate, active job.
- It greets them by name instead of asking who they are.
- It asks about what's open, without them explaining.
- It confirms a second detail when the request is sensitive.
- It treats a first-time caller as exactly that: someone new.
Where your customer records live
No new database. It uses the one you have. You decide how much it can say over the phone.
The records
The CRM where your customers and their phone numbers already live.
The history
What's worth bringing up on a call: last visit, open estimate, active job.
The check
Which second detail it asks for when the request is personal.
The limit
What can be said over the phone, and what can't.
A call that starts halfway through
Recognizing someone isn't just polite. It saves a minute and gets the details right.
- The customer recognized before the first sentence.
- Their history at hand, without them telling it.
- The open job or estimate on the table from the start.
- Details that already exist, not asked for or typed again.
- Private info only shared after confirming who's on the line.
Right at the start
You don't see Identify on the page. You see it in how much faster the rest of the call goes.
Booking and rescheduling
It recognizes the customer and offers a time with their usual tech.
Lead capture
It tells a longtime customer from a new lead, and doesn't mix them up.
Transfer to a person
It passes the call with the customer's record in front of whoever picks up.
Where the limits are
We'd rather you read it here than find out on a demo. Recognizing a number isn't the same as knowing who's holding the phone.
- It doesn't share private info based on the number alone. If it's sensitive, it checks first.
- It can't recognize someone who isn't on file. New numbers are treated as new callers.
- It doesn't know who's holding the phone. A household line belongs to the household.
- It doesn't clean up your records. If there are two contacts for one customer, it sees two.
- It doesn't decide what can be said. You set that limit.
What everybody asks
Six questions from anyone handling customer info over the phone.
Try it with your own customer list
We connect it to your CRM, and the next call starts with a name.
It never works alone
Identify opens the call, and from there booking, texting or transferring goes faster. Here are the other eight.
Handles the questions your customers always ask, without guessing or making things up.
Learn more ›Checks your real calendar, books the job, moves it or cancels it. All by voice.
Learn more ›Collects the caller's name, number, address and job details, and puts them in your CRM.
Learn more ›When it can't help, it says so and passes the call to a person.
Learn more ›Gets the whole problem on the first call, so your tech shows up ready.
Learn more ›Texts a quote, estimate, financing link or directions during the call.
Learn more ›Turns every call into data: what gets asked, what gets missed, what to fix.
Learn more ›Runs the steps only your shop does, like dispatching the on-call tech.
Learn more ›