The account is ready when the call begins
Incoming and outgoing conversations open with the people, relationship, and recent activity already available.
Business Voice, Calling and SMS
Handle every customer conversation with account context already on screen.
What your team gains
Replace a separate phone system with voice and messaging built into the customer record.
Business communications in one place
Shared lines, queues, voicemail, and SMS work inside the same application rather than creating another disconnected system.
Conversations become usable context
Recordings, transcripts, summaries, and outcomes make each interaction available for service, follow-up, coaching, and account planning.
Built for real work
The capability is part of the same workspace, using the records, permissions, intelligence, and history your team already relies on.
- Inbound and outbound browser calling
- Shared lines, routing, queues and voicemail
- Business SMS and customer messaging
- Call recording, transcription and summaries
- Incoming-call account screen pop
- Numbers, agent states and advanced call reporting
1
See the full context
Begin with the customer, resident, account, or work item already in view. Signal-Copilot brings the relevant record and recent activity together before anyone has to reconstruct the story.
- People, ownership, and relationship details
- Conversations, commitments, and open work
- Risk, intelligence, priorities, and next steps
2
Move directly into action
Use that context in the same workspace to answer a question, prepare communication, start research, or move supported work forward with fewer handoffs and less repetitive entry.
- Customer-ready email and SMS drafts
- Research, summaries, and recommended actions
- Clear review points before consequential work
3
Make the outcome reusable
Keep the result connected to the underlying record. The next teammate and the next Signal-Copilot request begin with what already happened instead of starting over.
- Decisions and activity remain attached
- Teams share one operational history
- Follow-up starts with current information