Product
A patient who calls on Monday, gets a text a minute later, and chats from your website on Thursday is one conversation in Callspace — same agent, same record, same inbox your team already works from.
Build
There is no pathway builder and no prompt to write. You give it your website, tell it the rules in sentences, and pick a voice.
Set up
Enter the URL and the agent reads your hours, services, locations, and policies from it. It can take a real call before a single document is uploaded.
Teach
Every instruction is a card your team can read: what counts as an emergency, who gets billed, what never gets quoted on the phone. Switch one off and the agent stops doing it on the next call.
Voice
Choose the voice, write the greeting, and decide whether callers hear a quiet office behind it. Names and street addresses that trip up speech get their own pronunciation entries.
Control
The agent runs inside the lines you draw. Every one of these is a setting your team can change without asking us.
Transfers
Departments the agent can ring, and a plain-English rule for when it must. It connects the caller only if a person answers; otherwise it takes a message and books the callback.
Booking
Booking windows by day, your timezone, and the calendar it writes to. The agent offers real openings and confirms before the caller hangs up.
Texts
An automatic reply for new texts and another for missed calls, in your words, so a caller who hangs up on the ring still gets a way in.
Phone system
Keep the number you have or take a new one. Set the outbound caller ID name, recording, greetings and hold music, and the call flow.
Outbound
Pick the contacts, tell the agent what each call is for, and it works through the list inside the hours you set. Every call comes back with an outcome your team can act on.
Book an appointment, confirm one, follow up on a quote, or collect information. Add a sentence of context and the agent has its brief; everything else about your business comes from the setup it already runs on.
Select them in Contacts or add everyone with a tag. Only people who have called or texted you, or who you confirm are existing customers, can be added. Anyone who asks to stop is marked do-not-call.
Days, hours, how many attempts, and how long to wait between them. A voicemail pickup counts as an attempt and the agent tries again later.
Each contact ends as booked, confirmed, callback requested, or the reason it did not happen, with the transcript and recording behind it. A requested callback notifies your team with the time they asked for.
Hi, is this Dana? This is the assistant at Riverside Physiotherapy. This call is recorded.
Yes, that’s me.
Marcus asked me to get your follow-up booked for the next two weeks. Do mornings or afternoons suit you better?
Mornings, before work if you have anything.
Marcus has Tuesday the 22nd at 7:30 a.m. or Thursday the 24th at 8. Which works?
Thursday at 8.
Thursday the 24th at 8 a.m. with Marcus is booked. You’ll get a text confirmation in a moment. Thanks, Dana.
Riverside Physiotherapy, Dana, and Marcus are fictional. Outbound calls go only to contacts with an existing relationship to your business, and a do-not-call request holds across every future list.
Observe
Quality review is reading real conversations, not sampling three a week. Everything the agent did is on the record, and the record is searchable.
Every conversation
Each call lands as a summary with action items and follow-ups, the transcript one click away, and the recording behind that. Your reply goes out as a text from the same thread.
Notifications
Desktop, mobile, email, SMS, or WhatsApp, per person. Voicemails and @mentions land in the panel, so nothing waits on someone remembering to check.
Team
Owners, admins, and members. Members work conversations and contacts, admins manage the team and settings, and only owners see billing.
Insights
Calls answered, missed, and handled by the agent, message volume, and time on calls — with an export for whoever needs it in a spreadsheet.
Trust
A SOC 2 Type II audit is underway, we sign BAAs, and PHIPA/HIPAA compliance mode changes what leaves the app. The specifics your reviewer will ask about are on the security page.
PHIPA/HIPAA compliance mode is set per organization and cannot be turned back off. Behaviour that depends on it cannot be relaxed later, by your team or by ours.
With compliance mode on, email and SMS call summaries carry a link and nothing else, and push notifications drop the preview entirely. Lock screens and inboxes are the two places this data most often leaks, so it never goes there.
Reads of PHI-bearing records are written to an access log with actor, action, resource, request id, IP address, and timestamp — built to the content specification in PHIPA s. 10.1(4). Owner and admin only, viewable in the app and exportable as CSV.
Field names carry no caller data, so they are logged everywhere. Values are never written to a log line under compliance mode.
Integrations
Live integrations are the ones the agent can act through today. The rest are on the way, and anything not listed reaches us through webhooks or a custom integration.
We will set it up from your website, agree the rules with your team, and put it live on one line so you hear it on your own callers before it takes any more.
