Review each conversation.
See imported calls, duration, usage and available summaries. Review an outcome and mark the next action. A suggested outcome or captured request does not itself confirm an appointment or completed sale.
YOUR CLIENT WORKSPACE
The conversation ends.
The context stays.
Give your team a place to review completed calls, see next actions and understand recorded usage. Access is scoped to your own business.
Plan my automationAiOmize Client workspaceProduct mockup · example data
WELCOME TO YOUR WORKSPACE
Call activityYour business, in view.
ConversationsCall historyReview imported calls
Follow-throughNext actionsSee what needs attention
Calling creditUsage & balanceUnderstand your spend
ConversationOutcomeNext step
Appointment inquiryInbound call · exampleMessage takenReview details ↗
Service requestInbound call · exampleFollow-up neededReview details ↗
Product questionInbound call · exampleReview requiredReview details ↗
✦
The conversation is just the start. Review the context, then give your team a clear next action.
Know your credit.
Review funded usage credit and the balance history. Imported calls deduct the agreed usage once; final costs may appear after the provider finishes processing the call.
Control optional top-ups.
Save your card securely through Stripe and choose whether to authorize Auto top-up. You can keep it off and add credit yourself.
Start with a reviewed setup.
Signup creates a pending workspace. AiOmize reviews your business, agrees the scope and configures your phone and services before activating calling.
Your team stays
part of the process.
Staff review matters. AI helps collect and organize information; your business controls approvals, service decisions and follow-through. Connected booking and CRM actions need their own configuration and testing.