CallPlan Essentials by Recapito
CallPlan Essentials by Recapito

AI Receptionist That Answers When Your Customers Call

CallPlan gives your business an intelligent virtual receptionist that answers customers, provides consistent information, handles routine requests and helps move business forward, even when your team is busy or unavailable.

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No charge today. $149/month after 14 days. Cancel before then and pay nothing.
CallPlan agent shown on a computer and phone
No new phone system required. Use your existing number.

An AI Phone Answering Service Built for Small Businesses

This automated answering service gives every call immediate access to a capable, business-informed AI call agent. CallPlan can answer detailed questions, guide customers, handle appointment scheduling, send email confirmations and bring in your team when needed—reducing repetitive work while giving callers faster resolutions, better information and a more satisfying experience.

The familiar phone experience

Press, repeat, wait.

  • Work through menu after menu
  • Repeat information after a transfer
  • Wait on hold or leave a message
  • Hope someone calls back with an answer
The CallPlan experience

Ask, resolve, move forward.

  • Start with a natural conversation
  • Get answers based on your business information
  • Schedule, confirm or request the next step
  • Reach your team when a person is needed

No menu maze. No avoidable holding. No waiting for routine answers.
Faster resolution. Better information.

Built around your business What your onboarding information makes possible

AI-assisted knowledge base

Our knowledge-base AI helps facilitate onboarding by organizing information about your business into a more complete resource for your CallPlan agent. This gives the agent the context it needs to answer questions and assist customers more effectively.

Useful, accurate answers

The agent works from the facts you provide rather than a one-size-fits-all script.

  • Services, pricing and payment methods
  • Hours, location, website and directions
  • FAQs, insurance and new-customer policies
  • Business description and preferred service style

Scheduling that follows your rules

CallPlan can guide appointment requests using the structure of your operation.

  • Appointment types and duration
  • Staff members and specialists
  • Cancellation and rescheduling policies
  • Business timezone and availability information

Controlled handoffs and exceptions

You decide how situations outside routine service should be handled.

  • Optional live-transfer destination
  • Transfer and fallback instructions
  • Emergency guidance
  • Preferred contact and follow-up method
Modern agent capabilities What CallPlan can do during and after the call

Natural call handling

Callers can explain what they need in their own words and move directly toward an answer or action.

  • Conversational responses without menu trees
  • Context-aware answers throughout the call
  • Consistent service during busy periods and after hours
  • Live transfer when the situation needs a person

Appointments and communication

The conversation can continue into concrete next steps instead of ending with a message.

  • Appointment requests and scheduling
  • Email appointment confirmations
  • Caller details captured for follow-up

Visibility after every call

Your team can quickly understand what happened and what may need attention.

  • Call summaries and transcripts
  • Answered and missed-call details
  • Appointment and follow-up activity
  • Reporting and downloadable records

From signup to working call agent in 10 minutes.

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Tell us about your business

Enter your services, hours, policies, pricing and the other information callers commonly need.

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We prepare your CallPlan agent

We configure your agent and provide its dedicated phone number.

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Forward calls when you want it working

Forward your existing business number to the CallPlan number we provide. Turn forwarding off whenever you want calls handled normally.

✓ No new phone system required.

A complete CallPlan for $149 a month.

Give customers capable, consistent help while reducing the routine calls and follow-up work that consume your team's time.

Solutions overview

  • Business-informed call handling and a dedicated number
  • Scheduling and email confirmations
  • Optional live transfer and structured follow-up
  • Call summaries, transcripts and reporting
14-day trial No charge today Cancel before the trial ends and pay nothing
Need more? CallPlan Advantage offers higher performance and call capacity, greater data isolation, deeper customization and CallOut for outbound calling. Contact us about options and pricing.

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Enter your contact and payment details. You will not be charged today.

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Now tell CallPlan about your business. This usually takes about 8–10 minutes and gives your agent the information it needs to represent you accurately.