YOUR BUSINESS. YOUR AI PHONE AGENT.

Take care of business.
We’ll take the call.

Give every caller a helpful next step—even when you’re busy. CallPlan answers questions, collects requests, and connects callers with your team using the business information you provide.

Limited-time offerEssentials only: Get up to $10 off usage after 30 days of paid service.Offer terms

From $89/month + $0.22 per AI call minute. Cancel anytime.

Your business knowledge Your call-handling preferences
A helpful answer starts hereSample conversation
A new caller. A warm welcome.CallPlan · Business phone agent
C
CALLPLAN

Thanks for calling Harbor Home Services. How can I help you today?

CALLER

Do you offer air conditioning repairs?

C
CALLPLAN

Yes, we do. I can take your details and what you need help with so the team can follow up.

A clear next step for your caller.Useful information for your team.

Built around your business.
Your services, hours, policies, and answers.

For businesses where
every conversation matters.

Home servicesLocal businessesProfessional servicesCustomer support

MORE THAN A MESSAGE

Make the next call
a useful conversation.

From a quick question to a new service request, give callers direction and give your team the context to follow up.

Answers that fit your business.

Help callers understand your services, hours, pricing, and policies using the information and FAQs you’ve supplied.

Less repeating yourself. More useful answers.

A clear path to the next step.

Collect routine requests and appointment details, or transfer callers to your team according to your configured instructions.

Your preferences guide how calls are handled.

The context to follow through.

Review call summaries and transcripts in your dashboard, so you can see what callers needed and decide what to do next.

Stay informed without taking every call.
Your CallPlan workspaceILLUSTRATION
OverviewBusiness informationAgent informationCall history

MAKE IT YOURS

Your business.
Your instructions.

Business knowledgeHours, services & FAQs
Call handlingTransfers & requests
Call activitySummaries & transcripts

ONE PLACE TO MANAGE IT ALL

You know your business.
Keep your agent informed.

Set up your business and agent information in the dashboard. Come back to the same place when your hours, services, or call-handling preferences change.

  • Save your progress while you complete setup.
  • See setup progress and service status.
  • Edit business details without rebuilding your agent.
A straightforward way to get started

FROM SIGNUP TO YOUR FIRST CALL

Simple to set up.
Easy to make your own.

We handle the technical agent configuration. You provide the information that makes it useful to your customers.

  1. 01

    Choose your plan.

    Pick Essentials or Connect and complete secure payment.

  2. 02

    Tell us about your business.

    Sign in to your dashboard, complete Business and Agent information, and submit setup. You can save progress along the way.

  3. 03

    Get ready to take calls.

    Once your service is activated, use your assigned CallPlan number and forward calls when you’re ready.

AVAILABLE WITH CALLPLAN CONNECT

Connect CallPlan to your business tools.

Discuss your integration

Our team has experience integrating these platforms and more. We can help connect your calendars, CRM, and business workflows through a custom CallPlan Connect integration.

Integration scope and availability depend on your software, access, and requirements. Platform names and logos identify third-party products; they do not imply a partnership or endorsement.

CUSTOMER REVIEWS

What our customers say.

When we’re out on a service call, it helps to have the next caller’s questions answered and their details ready for follow-up.
JohnHVAC
I want to focus on the job in front of me. Having routine calls handled and appointment requests collected makes that easier.
FrankPlumbing
It’s helpful to give callers answers about our hours and office policies, with a clear path to our team when they need a person.
MaryMedical

CHOOSE YOUR CALLPLAN

A clear starting point.
Room to do more.

Monthly subscription + usage. No included minutes. No free trial.

Limited-time offerEssentials only: Get up to $10 off usage after 30 days of paid service.Offer terms

Essentials

THE EVERYDAY ESSENTIALS

A practical starting point for answering questions and handling routine business calls.

$89/month

+ $0.22 per AI call minute

A helpful phone agent, with:

  • Answers based on your business knowledge
  • Routine requests and appointment requests
  • Configured transfers to your team
  • Call summaries and transcripts
  • Dashboard setup and information updates

Runs on shared agent infrastructure.

Connect

FOR A MORE TAILORED SETUP

For businesses that want a dedicated agent and help adapting it to their workflow.

$349/month

+ $0.22 per AI call minute

Everything in Essentials, plus:

  • An agent dedicated to your business
  • Integration options for existing software
  • 2 hours of customization and integration work combined each month
Discuss your workflow with us. Integration scope depends on your software and requirements.

Additional customization: $65/hour.

Both plans: Cancel anytime. Technical agent configuration handled for you.Read the plan terms ↗

A FEW THINGS TO KNOW

Good questions.
Clear answers.

Have something specific in mind?
Talk to us about your business ↗

What information does CallPlan use?

The business details, services, hours, policies, FAQs, and call-handling instructions you provide in the dashboard. Keep this information current so your agent has the right reference material.

Can I keep my existing business number?

You receive a CallPlan number. Once service is active, you can forward calls from your existing number through your phone provider. Forwarding options depend on your provider.

How does appointment handling work?

CallPlan can collect appointment requests. Confirmed scheduling depends on your account’s booking configuration and calendar readiness. Your dashboard shows appointment setup status.

How much will I pay?

Essentials is $89 per month and Connect is $349 per month. Both add $0.22 per AI call minute, billed separately, with no included minutes or free trial. Connect includes two combined customization and integration hours per month; additional work is $65 per hour.

What happens after I pay?

The confirmation page takes you to your dashboard. Create or sign in to your account using your checkout email, complete Business and Agent information, then submit setup. The dashboard shows when your service is active. Payment alone does not mean your service is ready to take calls.