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ViewSX module Managed

Business Phone

Turn an external call into client context and accountable follow-through.

Add to your OS See the product state

Business Phone is a managed product for connecting permitted external calls with client context, transcripts, and accountable follow-through.

Trigger observed Attach an authorized customer call to the client record and turn an agreed follow-up into a proposed task with its evidence preserved.

Source context remains attached. Action follows the configured Advisor or Operator boundary.

One concrete operating loop

From signal to owned outcome.

  1. TriggerAttach an authorized customer call to the client record and turn an agreed follow-up into a proposed task with its evidence preserved.
  2. AI roleAI can transcribe and summarize calls where recording is enabled, then propose linked context and next actions for review.
  3. OutcomeTurn an external call into client context and accountable follow-through.

Synthetic product proof

See the operating state, not a feature list.

The view below uses deterministic synthetic product data. It illustrates the specific workflow without customer, employee, or partner information.

Synthetic Business Phone product view showing Attach an authorized customer call to the client record and turn an agreed follow-up into a proposed task with its evidence preserved.
Business Phone stateAttach an authorized customer call to the client record and turn an agreed follow-up into a proposed task with its evidence preserved.

Shared operating context

Business Phone does not work alone.

Availability and pricing

Add the capability to one Business OS.

Business Phone$15 / user / month + telephony usage
Managed Add Business Phone to your OS