Every call becomes a structured record.

Both work. If you already have a CRM you like, we connect to it via API — your team keeps the system they know, no upcharge, no migration. If you don't have one (or you're unhappy with what you have and want to switch), we'll bring you onto our white-labeled platform at onboarding — same enterprise CRM stack we run on internally, set up in your brand, billed as a monthly add-on to your service tier. The decision is yours; we walk through it at the discovery call.

By default: full transcript pushed as a note, audio retained 30 days, summary in your CRM forever. You can tune all three at onboarding — some operators want audio retained longer, some never, some only on certain call types.

We configure the tag taxonomy with you at onboarding — your existing source tags, your existing pipeline stages, your existing custom fields. The AI's outputs match your taxonomy, not a generic one. If you don't have a taxonomy yet, we'll suggest one based on your trade.