Discover what Voice Assist can do

Voice Assist converts missed calls into customers, 24/7. See what’s new, what’s coming, and how we’re evolving Voice Assist during beta.

Top features

Check out new or important features of Voice Assist.

Get notified for every call Voice Assist takes

Every time Voice Assist takes a call, you can get an email notification including the Caller Intake information captured, recording, summary, and other details straight to your inbox.

See the Caller Intake information captured on timeline

On the caller timeline, you will be able to see the Caller Intake information captured by the Voice Assistant.

Take a tour of Voice Assist

Have feedback? Submit it here

Past feature releases

Check out the existing features of Voice Assist.

Coming soon: Self-customization

Soon, you’ll be able to update your business info and customize what Voice Assist collects from callers. For now, contact your support specialist to make updates during beta.

Designate when Voice Assist answers

Add Voice Assist in your call flows control when it’s turned on and when it answers: by time of day, number of rings, campaign, or more. Customize it to fit your needs and look for the purple icon where it is active.

Customize the AI greeting

Customize the AI Assistant’s greeting in the call flow. Set messages like “Hi, I’m here to help after hours” for late calls and a different greeting during the day. You can update it anytime instantly.

Stay up to date with call transcripts & summaries

All Voice Assist calls include transcriptions and summaries. On the caller timelines, you can switch tabs to see Transcripts and view the transcript Summary on the right.

Train Voice Assist to become more accurate

Notice something off with Voice Assist’s behavior? Flag it using the link on the Voice Assist tab in your caller timeline. Voice Assist is in beta, and your feedback helps us make it even better!

Update the information captured by Voice Assist

If the Voice Assistant made mistakes capturing Caller Intake info, you can correct them in the timeline by clicking on the pencil.

See the information captured by Voice Assist in call log

If you want to quickly see the Caller Intake information captured while in your call log. Click the dark blue arrow labeled recording, and it will appear on the bottom right.

Filtering your Voice Assist calls

Voice Assist calls will automatically appear in your call logs and reports, but if you only want to see Voice Assist calls, you can filter by “Voice Assist” as the answer status.

Voice Assist calls are automatically tagged

All Voice Assist calls automatically get two tags: 1) Voice Assist – Call Answered and 2) Voice Assist – Message Taken. One means it answered the call, the other means it captured caller intake details.

FAQ

Can I try Voice Assist?

Voice Assist is currently in beta. If you would like to join the beta program, please contact your account manager or fill out the form on voiceassist.com.

The beta program is currently free to join. Once we are out of the beta period, you can decide if you want to purchase. Once accepted into the beta program, you will be notified, and we will provide white glove onboarding to help you define what info you want the assistant to collect from leads, and set your preferences for when it answers and how you’re notified. You will have access to a test environment where you can try it prior to deploying on your live account.

Are there any data privacy concerns or legal requirements I need to know about?

Voice Assist is trained solely on your own call and web data. Your data is not shared or used to train LLM models. CallRail maintains its current security standards, and key protections include access controls and redacted transcriptions (if enabled). Some states do require consent for recorded calls, and we recommend adding a note in the greeting that informs callers about recording and AI usage.

Is the beta program free?

Yes, it’s free to join. Once we are out of the beta period, you can decide if you want to purchase. If you run transcripts on your account, which we do recommend, you may see that reflected on your bill.

Can we test it on a single number before deploying it company-wide?

Absolutely. We can set up a test number and company just for you within CallRail. When you’re ready to go live, you can choose which numbers or scenarios Voice Assist handles.

What’s required for onboarding?

We provide white-glove onboarding. You’ll just need to:

  1. Approve/edit the training documentation (auto-generated)
  2. Define what info you want the assistant to collect from leads
  3. Set your preferences for when it answers and how you’re notified