Your team talks all day. Almost none of it is usable.
VoiceIQ records, transcribes, and analyzes every conversation, then pushes what it finds into the CRM, helpdesk, and productivity tools your team already runs on. One platform, three products, built to work together.
New car-accident matter. The other driver's adjuster has already called twice. Consultation booked with J. Pike, Thursday 10:00.
Press play to follow the call, then scroll: it runs down the page.
Deskphone, softphone, and mobile. No app to install, no change to how people already work.
Fully searchable transcription from every conversation, generated in real time.
AI surfaces summaries, action items, sentiment, and trends across hundreds of calls.
Results land in the CRM and support tools your team is already in, not another dashboard.
The opening
AgentThanks for calling Halvorsen & Pike. I'm the firm's AI receptionist, and this call is recorded. How can I help you today?
Hi. I was rear-ended on I-70 last Tuesday, and my back has hurt ever since. I think I need a lawyer.
Routing
AgentI'm sorry that happened. Our injury intake team handles new car-accident cases. Can I connect you now?
Yes, please.
Connecting you to our injury intake team.
This is Dana in intake. Can I start with your name?
Intake
CaptureMaria Delgado. And the other driver's insurance adjuster has already called me twice.
You're booked with Mr. Pike on Thursday at ten. Until then, please don't give the insurer a recorded statement.
I won't. Thank you so much.
Maria hangs up. For most businesses, this is where the call stops existing.
Four things a business loses on every call it doesn't capture
Spot-checking a handful of recordings is the standard, and it fails in four predictable ways.
You react when something goes obviously wrong, after the revenue or the CSAT score is already lost.
The details that matter most live in scattered notes, in someone's memory, or nowhere at all.
The moment a call ends, context is gone, and gets rebuilt from scratch on the next one.
When your best people leave, the instincts and habits that made them great leave with them.
One platform. Three products. Built to work together.
Capture is the foundation. Intelligence is the org-wide analysis layer on top of it. Agent answers the phone, and gets sharper when the other two are running.
Capture
Every call recorded, transcribed, and summarized, automatically.
Capture works with your deskphone, softphone, and mobile. It turns call time into searchable, actionable data without any manual work, and it is the foundation every other VoiceIQ product builds on.
Every call captured automatically. No behavior change required.
Speaker-labeled, fully searchable text, in real time.
Key points, outcomes, and next steps, with templates based on call purpose.
Questions across your own call history: “What do I need to follow up on this week?”
Salesforce, HubSpot, and Zendesk natively, or 9,000+ apps via Zapier.
Maria Delgado
Inbound · Today 2:14 PM · 6:41 · Injury Intake · Dana Whitfield
Summary
New car-accident matter. Rear-ended on I-70 last Tuesday; ongoing back pain. The other driver's insurance adjuster has called twice. Consultation booked with J. Pike for Thursday at 10:00. Advised not to give the insurer a recorded statement.
Action items
- J. Pike: consultation, Thursday 10:00
- Intake: request the police report
Intelligence
The patterns across your team you didn't know to look for.
Anyone can ask “what's our close rate this month?” Every competitor can ask the same question. Intelligence is built for the other kind: “why are callers from this region churning faster?” and “what's the new objection that wasn't there last quarter?”
Automatically identify calls matching a situation or intent, as a filter, or as the trigger inside a Playbook.
Evaluate calls on a 1–5 scale or a pass/fail checklist, applied consistently to the calls you choose.
A supplemental, tag-triggered summary layer on top of the standard call overview.
Notify the right people the moment a tag matches. No manual review needed.
Combine Tags, Scorecards, and AI summaries into automatic workflows for your conversations, delivered to your inbox.
Query across the entire organization's call data, not just your own.
Connect VoiceIQ to the AI or agent you already use, and act on all of your conversations.
Chain it all together
A Playbook is how you tell Intelligence exactly what to listen for, and exactly how you want to hear about it. Built once, then applied automatically to every call that matches. This is the one that ran on Maria's call.
- Trigger · a Tag matches
Insurer contacted the client first
Fired at 00:31“The other driver's insurance adjuster has already called me twice.” - Evaluate · Scorecards apply
Intake completeness
5 / 5contact · incident · injuries · insurer · booking - Contextualize · an AI Overview
Insurer exposure
Contacted twice by the insurer before retaining counsel. No statement given.
- Deliver · notifications go out
J. Pike, before Thursday
VoiceIQnowInsurer contacted a new client firstMaria Delgado, car accident. Consultation Thursday 10:00.
Ask across every call the firm took, not just your own.
Answers cite the call and the moment.
Agent
Your AI receptionist, answering every call.
Agent greets callers, answers questions, screens and routes calls, and escalates when a human is needed, around the clock. Setup is a URL: give Agent your website and Company Discovery pulls in the basics automatically.
Greets, informs, answers questions, screens and routes calls. On the first ring, no hold music.
Nights, weekends, and peak volume covered. No missed calls.
Point Agent at your website URL and it pulls in your company basics.
Links to supported scheduling and practice-management platforms, so Agent can handle real interactions.
Bundled with Capture and Intelligence, Agent reviews real conversations to build context over time.
Type what a caller might say.
A simplified model, using this fictional firm's directory.
- Understood
- New injury matterA new case in the caller's own words. Not treated as a name to look up.
- In your directory
queue 412·NEW CLIENT - INJURY·ring: sequential- Agent calls it
- our injury intake team
- Agent says
- “I'm sorry that happened. Our injury intake team handles new cases like this. Can I connect you now?”
- Result
- Transferred to queue 412 · no message taken
Information that doesn't fall through the cracks
Every intake call becomes a structured client record automatically: facts, parties, dates, follow-ups.
A parent's concern from a phone call lands directly in the student's record. The next person who picks up is fully briefed.
Customer specs, from sizing to access to preferences, captured automatically and ready for the tech in the truck.
Details from a scheduling call are available to the provider before the patient walks in.
Native integrations, plus 9,000+ apps via Zapier
Start with Capture. Add Intelligence and Agent when the team is ready.
Per-product, per-seat licensing. Volume, carrier, and partner pricing available on request.
Capture
$15per user / month
500 minutes included$0.10 per additional minute
- Recording & transcription
- AI-generated summaries
- AskAI on your own call history
- CRM & helpdesk sync
Intelligence
+$10per user / month
Free viewer seats for managers and leaderswho review calls but don’t take them
- Tags & Scorecards
- Playbooks & Alert Rules
- Custom AI Overviews
- Org-wide AskAI
- MCP access
Added to a Capture seat
Agent
$50flat per organization / month
150 minutes included$0.35 per additional minute
- AI receptionist, 24/7
- Company Discovery setup
- Third-party integrations
- Learns from Capture
Standalone or bundled
See it on your own calls
A working demo on real conversations is faster than any deck. Pick a time and we'll walk through Capture, Intelligence, and Agent against the calls your team is already taking.
Questions first? Send us a note.
Pricing for larger teams, carrier and partner programs, or anything else. We'll reply by email.
