Connect Salesforce to the phone
Salesforce knows everything about the deal except what was actually said on the call. A transcript on every call closes that gap. CALLSAI adds a full calling layer to Salesforce โ automatic dialing, recording, transcription and analysis โ without replacing the system you already run.
Speed wins โ the data
Most businesses are slow. Whoever answers first closes. CALLSAI calls and responds in seconds โ automatically.
Sources: MIT/InsideSales ยท HBR ยท Drift ยท Velocify
What you get when you connect Salesforce
Instant callback
A new lead in Salesforce gets a call within seconds โ automatically, at any hour.
Every call recorded
Stereo recording kept forever, attached to the right record.
Transcription
What was said becomes searchable text.
AI call analysis
Sentiment, objections and talk/listen ratio, per rep.
Click-to-dial
Click a number in Salesforce and the call goes out from your extension.
Everything flows back
Status, duration, recording and transcript are written back into Salesforce.
Salesforce manages the customer. CALLSAI talks to them.
Most businesses do not need another system of record โ they need the one they have to start picking up the phone. Salesforce knows everything about the deal except what was actually said on the call. A transcript on every call closes that gap.
The connection runs both ways: an event in Salesforce triggers a call, and everything the call produced โ who spoke, for how long, the recording, the transcript and the analysis โ is written straight back onto the record. No manual copying, no data stranded on one side.
All of it over an open API and MCP, so if you have your own automation layer you are never blocked waiting on us to connect it.
- New lead in Salesforce โ outbound call within seconds
- Click-to-dial from any screen, on the repโs own extension
- Stereo recording kept forever + transcription
- AI call analysis: sentiment, objections, compliance
- Call status and outcome written back to Salesforce
- Signed webhooks for every call event
FAQ
Do we have to replace Salesforce?+
No. Salesforce stays the system of record โ CALLSAI adds the calling layer on top.
How long does it take to connect?+
Minutes. Issue an API key, connect, start dialing.
Are recordings and transcripts kept?+
Yes โ stereo recordings are kept forever and never deleted, and transcripts stay searchable.
Is there MCP for AI agents?+
Yes โ the whole platform is reachable over MCP, so an AI agent can place calls and read results.
Add calling to Salesforce today
Open an account, add credit, and start talking โ with AI that works from minute one.
Open account