Your team's phone calls pilot 2026

Every call leaves behind a note, a date and a decision. Not just an impression.

Your people call the way they always have, from any phone. TidyVox records the call, transcribes it and pulls out what was agreed: the meeting, the customer's e‑mail, the promised callback, the incident. The employee approves with one click. You read instead of listening back.

No new phone system, nothing to install. You get a number or a line and we wire it into your process. It works with a field rep's mobile just as well as with a call‑center seat.

outbound call · sales rep → customer 04:12
02:41RepSo when can I call you with a concrete offer?
02:46CustomerTuesday after three works, I'll be in the office then.
02:53RepI'll e‑mail a summary beforehand. Which address?
02:58CustomerTo kowalski at firma dot pl. And please add the option with installation.
03:04RepGot it. I'll call you Tuesday at three.
outcomes from the call 3 awaiting approval
Phone appointment
Tuesday 3:00 PM · to the rep's calendar
ApproveEdit
Customer e‑mail
kowalski@firma.pl · to the customer record
ApproveEdit
Task
Send the offer with the installation option · before Tuesday
ApproveEdit
Summary and e‑mail draft are ready. Nothing reaches the calendar or CRM until the employee clicks.
team panel · today updates after every approved call
0
Calls
0
Meetings booked
0
Outcomes approved
0
Callbacks kept
illustrative example · fictional data
Who it's for

One mechanism, four different headaches.

A phone call is the most expensive and least documented moment in most companies. TidyVox turns it into data you can read, measure and hand over.

Call centers and phone sales

You know what your people tell customers. Without listening to hours of recordings.

A three‑sentence summary of every call, the full transcript at hand, outcomes extracted automatically. After a week a new hire has read a hundred calls by experienced colleagues, and you can see where in the call they lose the customer and how to help.

Field sales

What was agreed in the car no longer gets lost before the rep is back at the office.

The rep calls through the TidyVox line from their own mobile. The meeting, e‑mail and note wait for approval on their phone before they finish parking. The CRM stops being filled in from memory on Friday afternoon.

Security companies

An incident line that knows who is calling and leaves behind a prioritized incident record.

Caller recognized by number, verified with a keypad code or a password, the dispatcher hears a whisper with the caller's identity, and after the call an incident card with a timeline remains. Scenario details below.

Service desks, property managers, clinics

A fault report, a cancelled appointment, a callback request: taken, written down, passed on.

The same core, a different call scenario. We add industries after the pilot, in the order customers ask for.

How it works

Three steps. A human takes the last one.

1

You get a number or a line

We wire it into your process: employees call through it from mobiles and desks, customers call in on it. No new phone system, no app to install on day one. The number is a technical detail, not an implementation project.

2

The call becomes text

A recording with an announcement, a speaker‑separated transcript, a three‑sentence summary and extracted outcomes: dates, addresses, amounts, promises, incidents. Data processed and stored in the European Union.

3

The employee decides with one click

A meeting to the calendar, an e‑mail to the customer record, a note, a message draft. Every outcome waits to be approved or corrected. Nothing reaches the CRM or calendar without a human decision, so a speech‑recognition error never becomes a process error.

What you gain

Less listening back, less retyping, fewer “so what did we agree?”.

You read instead of listening back

A three‑sentence summary and the full transcript in 20 seconds. An hour of a day's recordings is ten minutes of reading.

Nothing gets lost between the call and the CRM

Dates, e‑mails, amounts and promises caught during the call and proposed to the employee before they forget.

New hires learn from real calls

They read how the best people talk. You read their calls and know where to help, instead of guessing from end‑of‑month numbers.

You measure the process, not impressions

How many calls, how many meetings booked, how many promised callbacks kept, how long from report to response. Numbers from the calls, not from a report written from memory.

A human has the last word

The system proposes, the employee approves. Every proposal carries a quote from the call, so the decision takes seconds and needs no playback.

Secure by design

Recordings kept in the EU and deleted at the carrier, retention set per company, every playback audited. Codes and passwords spoken during a call are never recorded or transcribed.

Industry scenario · security companies

An incident line that takes a report the way a good dispatcher would.

The first TidyVox scenario. The agency's customer calls one number; the system recognizes them, verifies them and connects them to a dispatcher who knows who is on the line from the first second.

recognitionCaller's number → authorized person → site. Several sites? Pick one with a key. Unknown number? The customer number from the contract.
verificationA keypad code or a spoken password, the agency chooses. A duress code verifies “correctly” for the caller while the dispatcher hears a warning.
whisperBefore the dispatcher takes the call, they hear: “Jan Kowalski, customer Sklep Piaseczno, site Warehouse. Verified.”
the callRecorded and transcribed live. One key pressed by the dispatcher during the call flags an alarm, no computer needed.
when nobody answersThe system takes the report after the tone and notifies the coordinator. The line never leaves a customer with a busy signal.
after the callAn incident card: category, priority with a quote from the call, site, person, verification status. The dispatcher confirms with one click.

Incident timeline

receivedverifiedalarmdispatchedon siteclosed

Every step time‑stamped. Proof that the contractual response time was met, with no manual logbook.

A wrong code never ends the call. After three attempts the system still connects to the dispatcher, only marking the caller as unverified. Someone in danger who forgot their code must reach a human.
The verification step is neither recorded nor transcribed. The code and password exist in no file and no log.
The customer always sees the agency's number. The caller's number reaches the dispatcher as a whisper and on screen, never as the caller ID.
If the system goes down, the dispatcher's phone rings. An independent fallback on separate infrastructure forwards the call directly.
Integrations

Results land where you work.

During the pilot we decide together what to connect first. We start with what delivers the most for the smallest change of habits.

Google CalendarMicrosoft 365E‑mail with a reply draftWebhooks and API for your CRMCSV export and reportsHubSpot · Pipedrive · Salesforce (after the pilot)Alarm monitoring stations: Contact ID / SIA (after the pilot)
Pricing and pilot

A subscription per line with a bundle of minutes. No per‑call fee.

A fee per call punishes using the system and encourages working around it. So we bill per line and minutes, and the number of calls and outcomes is unlimited. Rates are set during the pilot, depending on the number of lines and traffic.

  • A number or line included, in Poland and abroad
  • Transcription and summaries in Polish, other languages on request
  • Team panel: calls, outcomes, approvals, audit trail
  • Data in the EU, a data processing agreement, retention on your terms
  • Onboarding with you: the call scenario and integrations built around your process