Caller insight cards
Enhance your customer interactions with insight cards, displaying key information from your CRM on every incoming call, including the caller's name, last call details, recent tickets, and billing information.
Why teams use it
Enhance your customer interactions with insight cards, displaying key information from your CRM on every incoming call, including the caller's name, last call details, recent tickets, and billing information.
Caller insight cards surfaces customer records before agents answer.
Where it helps
Show CRM context
Caller insight cards surfaces customer records before agents answer.
Automate workflows
Caller insight cards can trigger ticket creation when defined numbers call.
Mirror recordings
Caller insight cards pushes audio files to secure storage automatically.
Questions from customers
Teams evaluating Voxbi often raise the points below.
What systems connect to Caller insight cards?
Use webhooks and APIs for CRMs, ERPs, ticketing platforms, or custom systems.
How secure are integrations?
Traffic uses HTTPS and TLS with scoped API tokens.
Can Caller insight cards trigger actions without code?
Templates let administrators configure webhook payloads without scripting.
Discuss configuration
We map your call flows, devices, and integration needs, then share a deployment plan.
Schedule a call