Ideas to put to work
Every call and message adding to what your firm knows about each client.
Calls logged on the client record
Sofia looks up the call's transcription and, with your approval, logs a summary as a note on the HubSpot contact.
Appointment reminders by text
Sofia reads tomorrow's client meetings in Outlook and sends a reminder in a Twilio conversation, with your approval.
Why clients call
Sofia reads a month of transcriptions, groups the reasons clients call, and builds an Excel summary for the service review.
Usage by number
Sofia reads usage records by phone number and shows which lines earn their keep.
What Sofia can do with Twilio
Sofia reads and keeps current
- Text messages
- Calls
- Call recordings
- Transcriptions
- Conversations and participants
- Conferences
- Phone numbers
- Usage records
Sofia does, with your approval where you want it
- Send a message in a conversation
- Place a phone call
- Start a conversation
- Add a participant to a conversation
- Send a verification code
- Check a verification code
- Look up a call recording or transcription
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft ExcelSpreadsheets for numbers, models and trackers
ZoomVideo meetings and webinars- FirefliesAI notetaker that records and transcribes meetings
- GongRecords and analyzes sales calls
- GranolaAI meeting notes app
- RingCentralCloud phone system, video and messaging
Let Sofia work with your Twilio data
Score your firm in three minutes, or talk to our team.