PHONE OPERATIONS

Your call workspace

Every conversation, captured with context.

COMPUTER-ONLINE EDITION

Your desktop call workspace.

Keep this app open and your computer awake for phone service. Live calls need a secure public callback connection and Twilio settings.

DESKTOP SOFTPHONE

Make a call. Take a call.

Phone is offline.

Use your computer’s microphone and speakers or a headset.

Microphone & speakers

How loudly the caller hears you.

How loudly you hear the caller. Ring volume follows Windows.

Loading audio devices…

LOCAL CRM

Contacts & follow-up

ContactPhoneFirst marketing sourceFollow-up notes

No contacts yet. Completed intakes appear here automatically.

Call activity

Call inbox

Live calls, saved messages, and follow-up in your local test CRM. Select a caller to watch the conversation.

Live local CRM · Updates every 3 seconds

CallerRequested workEmailMarketing sourceChannel / intakeOutcomeReceived

No calls yet. Run a test below to see a complete intake.

NO CALLS OR CHARGES

Test the intake flow

Creates a clearly labeled test record. Test data never reaches your live CRM.

DURABLE DELIVERY

CRM queue

Live records wait safely until an authenticated CRM bridge is configured. Retries keep the same idempotency key.

Attribution stays separate

Google or Facebook → marketing source
Phone → channel
AI Receptionist or Jill → intake method

BUSINESS REFERENCE

Knowledge Library

Add information your attendant can refer to. This saves reference material; it does not train a new AI model.

TXT, Markdown, or CSV · UTF-8 · up to 40 KB. For PDF or Word documents, paste the relevant text below.

Imports one page once. Review and import it again when the website changes.

Only approved information is used for answers. Editing returns a document to draft. Disable outdated material to preserve it without using it.

BUSINESS CONFIGURATION

Make it yours

Each new live lead gets an email copy as well as its local CRM record. Simulations do not send email.