AI First
Never open a call with "remind me where we got to"
Stage a person in the dialer and the AI reads their record, their last conversations and anything still outstanding — then hands you the briefing before you press call. No dialer bolted onto a CRM can do this, because it has never seen your database.
The briefing arrives in seconds, before the phone rings.
The problem
You are calling from memory
Forty calls booked today. You can hold the detail of maybe four of them in your head.
So you open the record while it rings and skim it — the CV, the last note, the thread — hoping the important part is near the top. It usually isn't. You get two minutes in before remembering the salary band you promised on Tuesday, or that a colleague spoke to them yesterday about a different job. The candidate hears it: the pause, the shuffle, the question you already asked last week. On a client call it is worse, because they are paying you to know.
What you forget
- The thing you promised and never sent
- Which of your jobs they were actually interested in
- That a colleague already called them this week
What it costs
- Openers that sound like a cold call to a warm candidate
- The same question asked twice, credibility gone
- Calls that end without the one thing you rang for
Why prep doesn't happen
- It takes five minutes a call and you have forty
- The detail is spread over notes, emails and threads
- Nobody has ever been paid for reading before dialling
Recruiters lose roughly 17.7 hours of administration per vacancy, and around a third of the working week goes on admin rather than recruiting. Prep is the first thing to be cut, and the most expensive to lose.
How we solve it
1
It reads the record so you don't have to
The moment a person is staged in the dialer, the AI pulls their profile, their recent calls and the notes on them, and writes a short brief: who they are, where they sit in your process, and what this call is for.
- Their current title and employer, from the live profile rather than the CV
- Where they are in the pipeline, on which job, at which stage
- The last five calls, condensed to what was agreed
- The local time where they are, so you don't ring at 11pm
- Ready in seconds, while you are still looking at the number
- Works for client contacts as well as candidates
2
Talking points, not a CV summary
A briefing that lists their skills is useless — you have the CV. This one tells you what to say: the three things worth raising on this call, in the order that gets you what you need.
- The reason to call, stated first
- Three talking points specific to this job and this stage
- Objections they raised last time, so you can open with the answer
- What they want that you have not yet given them
- Written in recruitment language, because it only serves recruiters
- Retry it if the first one was thin — no charge for a retry
3
The promise you left hanging, in amber
The most damaging thing on a call is the commitment you forgot. Anything outstanding from the last conversation is flagged before you dial, so the call opens with you delivering rather than apologising.
- "Outstanding since Tuesday — send the updated CV"
- Pulled from what was actually said, not from a task somebody remembered to create
- Sits at the top of the briefing where you cannot miss it
- The same commitments become queued callbacks if you don't act on them
- Client-side too: the shortlist you promised by Friday
What the briefing knows
100 per user each month included, then 3¢.
The rest of the phone system
AI Call Prep is one part of it. They only work like this because they are all the same product as your CRM.
Questions recruiters ask
What does a briefing cost?
Every user gets 100 a month included with the phone system. After that they are three cents each. The cost is visible before it is charged, your account spend cap applies, and a briefing you look at twice within fifteen minutes is only charged once.
How long does it take?
Seconds — it is generated while you are still looking at the number, and the dialer shows it as it arrives. If it fails or comes back thin, there is a retry on the card and the retry is not charged.
Where does it get the information?
Your own database: the person's record and live profile, their position on your open jobs, the notes your team has written, and the summaries of your previous calls with them. It reads nothing outside your account.
Does it work for client contacts, not just candidates?
Yes. On a client contact the briefing is about the roles they own, what you last agreed, and what you owe them — the shortlist you promised, the feedback you are waiting on.
What if the record is thin?
You get a short brief rather than an invented one. The AI is told to work only from what is in the record; a sparse candidate produces a sparse briefing instead of confident fiction, which is the behaviour you want on a live call.
Can I turn it off?
Yes. It is charged by use, so not staging a person costs nothing, and the account limit for phone-system AI can be set to zero if you would rather nobody used it.
The best recruiters prepare. Now everyone has time to.