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EVERY CALL IS AN OPPORTUNITY

Your inbound call agent.
Modern efficiency.

Built for small business.Handle calls efficiently, manage costs, and create more opportunities to grow profitably.

Only pay for what you need

CallPlan is an AI-powered phone assistant that answers your business calls whenever you need it, explains your services, schedules appointments, and connects callers with your team when appropriate. Whether you're busy on a job, closed for the day, or handling multiple calls, CallPlan makes sure every caller gets attention.

Traditional phone systems answer calls. CallPlan helps resolve them. Instead of simply taking messages or routing callers through menus, CallPlan understands what customers need, answers their questions, and helps them take the next step toward a solution.

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.

KEEP THE CALLS MOVING

Better calls for your customers.
More focus for your business.

Give callers helpful answers and a clear next step, while your team spends less time handling routine questions.

A helpful answer when they call.

For your callers: Get routine questions answered when your team is busy or closed.

For your business: Capture inquiries you might otherwise miss.

A clear next step.

For your callers: Request an appointment, leave useful details, or reach your team when appropriate.

For your business: Receive organized requests that make follow-up easier.

More attention. Fewer interruptions.

For your callers: Explain what they need without navigating a complicated phone menu.

For your business: Let your team focus on customers and work already underway.

MAKE IT YOURS

Getting Started

Designed for ease of use, with our team here to help every step of the way.

  1. Sign up

    Sign up and receive a CallPlan number you can forward your main business line to. Complete setup and activation before directing calls to your agent.

  2. Customize

    Create a business profile with your services, hours, answers, and call-handling instructions. Give your agent the information it needs to help callers efficiently.

  3. Integrate

    Keep your existing business number and forward calls to your assigned CallPlan agent number. Connect your main line, route calls from a specific department, or start with after-hours calls only. Our team is here to help you get connected.

  4. Monitor

    Use your dashboard to review call activity, messages, and conversations that need follow-up. Refine your profile as your business needs change.

YOUR QUESTIONS, ANSWERED

Your call data, explained.

Review the conversations you need, with fewer saved copies of what callers say.

Where are my call recordings, summaries and transcripts stored?

For new calls, recordings, summaries and transcripts are stored with our voice-processing partner, which maintains a SOC 2 Type II report. Summaries and transcripts are available on demand in your dashboard, rather than saved in CallPlan’s call-reporting database.

The SOC 2 Type II report applies to our partner’s services, not to a separate certification of CallPlan.

Who can view my call conversations?

You sign in to your CallPlan dashboard to view your business’s calls. Before retrieving a summary or transcript, CallPlan checks that the call belongs to your customer account.

Are summaries or transcripts included in CSV downloads?

No. CallPlan’s call-history CSV exports exclude summaries and transcripts. You can view that content on demand in your dashboard.