Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Call Intelligence
AI Call Summarization
Every call turned into a short, structured summary with the outcome and next step, logged straight to your CRM.
Call notes are the first thing to slip when your team is busy, so the CRM never quite matches what customers said. AI Call Summarization writes a short, structured note for every recorded call, with the outcome and next step, in your team's own template. Reps stop typing notes, managers see what happened, and you approve the format before launch.
- Writes a structured note for every recorded call
- Logs the outcome and next step in your CRM
- Sends a daily digest of follow-ups due from recent calls
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Call Summarization is an AI agent that listens to every recorded call, writes a short summary of what was said, and logs the outcome and next step to your CRM. It does not score, coach or track trends, it only summarizes.
Why businesses buy it
When notes depend on memory, follow-ups get missed and handovers start from scratch. Reps spend time after each call typing, or skip it and hope they remember. This agent turns every recorded call into a note in the format your team already uses, with the outcome and next step filed where people look. Managers get an accurate record without asking for it. The Scope Card fixes the data sources, the note format, the delivery channel and the testing against your own past calls before you order, so you know what lands in the CRM.
Problems this solves
Call notes are missing from the CRM after busy days
The agent listens to every recorded call and writes a short summary of what was said. The outcome and next step are logged to your CRM without anyone typing notes.
Managers cannot tell what was agreed on a call
Each summary states the outcome and agreed next step in plain words. Managers can review it in your chosen channel, whether email, Slack or a web dashboard.
Reps spend the end of each day writing up calls
Summaries are produced automatically from the recordings in your read-only data sources. Reps can move straight to the next call instead of catching up on notes.
Handovers between colleagues lose the thread of a conversation
A colleague picking up an account can read the call summary before ringing. The agent only summarizes; it does not score, coach or track trends.
A good fit if
You already record calls and want a written summary of each one without listening back.
Your team spends time after every call typing notes into the CRM by hand.
You want the caller's request, the outcome and the next step captured the same way every time.
You handle enough call volume that reading a two-line summary beats a full transcript.
Not the right fit if
You need each call scored against a quality checklist, not just described. See AI Call QA, which grades tone and script adherence.
You want trend reporting across weeks of calls, not one summary at a time. See AI Call Analytics, which tracks volume and outcomes over time.
You want calls answered live, not just summarized afterwards. See AI Voice Receptionist, which answers your line directly.
You need a real-time view of a live call queue with alerts while calls are still running. See AI Voice Supervisor.
How it works
- Calls arrive as usual, through the telephony account you already use, such as Twilio, Aircall or RingCentral.
- Each recorded call is transcribed in full, so nothing said on the call is lost before the summary is written.
- The summary follows a fixed structure you approve: who called, what they wanted, what was agreed, and what happens next.
- The summary, the outcome and any next step are written into your CRM against the right contact, automatically.
- Calls that match a keyword or topic you flag, such as a complaint or a cancellation, are marked for quick review.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake.
- A telephony account or the phone number you want ported or forwarded to it.
- Your call scripts, FAQs and business hours, so summaries read the way your team writes.
- The phone numbers a call should escalate to when a caller needs a person.
- Read-only access to each data source the summaries pull from, plus your own definitions of the metrics that matter.
- At least three months of historical call data, so we can check the summaries against real cases before launch.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker on your side who can approve the summary format and sign off on launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and the summary format agreed with you.
Weeks 1–2
Call ingestion, transcription and the summary template are built.
Week 3
Your CRM and delivery channel are connected.
Weeks 3–4
Summaries are checked against three months of your historical calls.
Week 4
Your review and two rounds of changes to the format.
Go-live
Live, with a recorded handoff session, and support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- AI Call Summarization, configured and deployed to your environment
- Workflow, prompt and guardrail configuration that sets the summary format and CRM fields
- Read-only connection to up to three data sources, with summaries delivered by email, Slack or a web dashboard
- A test report checking summaries against three months of your historical calls
- An admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Every recorded call can leave a usable note in the CRM.
- Reps can spend less time on admin after calls.
- Colleagues can pick up conversations with the context they need.
- Calls with notes logged
- Compare the share of calls with a CRM note for the month before and after launch.
- Admin time per rep
- Ask reps to estimate daily note-writing time before launch and again after four weeks.
- Next steps recorded
- Sample CRM records weekly and count calls with a clear next step logged.
Before you start: Check a month of calls and count how many have notes in the CRM. Ask reps how long they spend writing up calls each day.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $20 to $150 a month in your own accounts, covering AI model usage and the hosting or scheduler that produces the summaries.
AI usage during the build and testing is also billed to your accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance, which covers monitoring, fixes and a monthly allowance of change hours, for things such as a new summary field or a different delivery channel. It starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A call-summary tool charges a monthly seat fee whether you use it or not | A custom build gets quoted after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A call-summary tool bundles features you may never touch | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A call-summary tool can take days to configure and train | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Where it writes to | A call-summary tool often keeps notes inside its own app | An agency build depends on what was agreed | Ours logs summaries straight into your own CRM |
| What it judges | A call-summary tool rarely separates a summary from a score | An agency build depends on what was agreed | Ours only summarizes; scoring is a separate build |
Questions about this product
How much does AI Call Summarization cost?
The fixed build price for each delivery speed is shown in the price and delivery panel on this page, and it covers everything on the Scope Card. That includes the build, testing against three months of your own call history, two rounds of changes and thirty days of support after launch. Running costs are separate and paid in your own accounts.
Does AI Call Summarization score or grade my calls?
No. It writes a summary, the outcome and the next step for each call, and nothing else. It does not score tone, compliance or script adherence, and it does not grade agents. If you want calls checked against a quality checklist, AI Call QA does that job, and it can run alongside the notes this build writes.
What does AI Call Summarization cost to run once it is live?
Running costs sit at roughly $20 to $150 a month in your own accounts, covering AI model usage plus the hosting or scheduler that produces the summaries. You pay those providers directly, in your own name, so you keep full ownership of every account. We charge nothing per call or per summary written.
What information do you need before you can start?
We need read-only access to your call recordings or transcripts, at least three months of call history to test against, your team's current note template and the CRM fields the summary should fill. Tell us where the daily digest should go, such as email or Slack. Access is shared by adding our team as a user or creating a key you control, never by email.
Will the summary say it was written by AI?
Yes, the summary is labeled as AI-generated inside your CRM, so your team always knows its source before acting on it. Some regions require disclosure when automated tools touch customer records. You approve the exact wording during intake, and it can be changed later through monthly maintenance if your policy changes.
Can I change the summary format after launch?
Yes, small edits such as adding a field or changing the delivery channel fit inside the monthly change hours that come with maintenance. A bigger change, such as summarizing a second call type entirely, comes through the Additional Workflow add-on, quoted before the work starts.
How is AI Call Summarization different from AI Call Analytics?
AI Call Summarization writes one short note per call. AI Call Analytics reports on patterns across all of them, such as volume, duration and outcome trends over weeks or months. They work well in sequence, because the structured notes this build produces become clean data that Analytics can later report on.
Guides on this topic
All guides Stop losing what was said on the call.
Order AI Call Summarization today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
Works well with
Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.