Every call, message, appointment, payment and outcome for one customer, in order. Your agent reads it before the next conversation, so nobody starts from scratch and nobody asks the same question twice.
How it works
Calling, Assistant and Marketing all append to one timeline. There is no syncing step and no duplicate contact to reconcile, because there is only one record.
What happened, when, on which channel, and what was said. Recordings and transcripts are attached where they exist.
This is what makes a follow-up call sound like a follow-up. The agent can open with 'last time you mentioned…' because it genuinely knows.
Whoever picks up the phone next has the full history, including what an AI agent promised on your behalf.
What it does not do
The timeline covers what happened through Cualify. Conversations on someone's personal WhatsApp or a call from their own mobile will not appear unless they are logged manually.
Common questions
Yes — it is loaded before the call and is what lets the agent reference the previous conversation instead of repeating it. This is the main practical reason to run the CRM alongside Calling rather than separately.
As far as your retention policy allows. You set how long recordings, transcripts and records are kept; the timeline respects it, and DPDP deletion requests remove the underlying data.
Yes. Anything that happened off-platform — a walk-in, a corridor conversation — can be added to the timeline so the record stays complete.
Who uses this
From ₹999 a month. No setup fee, no per-user billing, 15-day money-back guarantee. Bring your own playbook or use one of ours.