10/15/2026
📣 Our agents just got two big upgrades!
During the call: Live Lookup and Actions
SalesAi agents can now connect to the systems you already run on (customer records, scheduling, service and ticketing software) and work in them while the caller is still on the line.
✅ Knows who’s calling. It finds the caller in your records and confirms their account. No “we’ll call you back.”
✅ Checks the status. “Is my technician still coming today?” Answered on the spot, not handed off to your team.
✅ Books the appointment. It checks real availability and books the time on the first call, without a transfer.
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After the call: Data Capture
Within minutes of hang-up, the key details (appointment time, reason for call, account number) are saved to the contact and sent to the system your office works in.
📋 No more reading transcripts or retyping notes. You choose what gets captured, in plain words.
🔥 Know who’s worth a callback. Leads are tagged (e.g., Qualified: Yes) so your team knows which ones to work first.
Built on MCP, the open standard for connecting AI to software. If your system supports MCP or can be adapted to it, we can connect it. You connect each system once for your whole company and control which agents can use it and what each one can see.
Setup is handled with you.
👉 Interested in seeing how this works for you? Reach out to [email protected]