Calls
Review call history, transcripts, recordings, lead status, and manual missed-call rescue actions.
- Search the most recent calls from the portal
- Open transcripts and stream recordings
- See whether a lead was captured or a rescue text was sent
Portal guides for every visible Callzy feature.
These guides mirror the live dashboard: Calls, Agent Training, Notification Settings, Text Agent, and Account Settings.
Setting up your Callzy agent starts with Agent Training, then moves into notifications, text workflows, and billing controls.
- Starter
- Calls, transcripts, recordings, email + SMS notifications
- Growth
- Starter plus custom text links, transfer rules, and richer training controls
- Pro
- Growth plus Text Agent, missed-call rescue, webhooks, ServiceM8, and Tradify workflows
Agent Training
Train the live agent on business info, FAQs, greetings, voice settings, and call-handling rules.
- Business info and website-trained context
- Greeting, message questions, FAQ, and pronunciations
- Growth-gated custom text links and transfer rules
Notification Settings
Control where lead summaries go and which channels are live.
- Email summaries with transcript and recording preferences
- SMS owner alerts
- Pro webhook delivery for automation handoff
Text Agent
Configure Pro-only two-way SMS follow-up and missed-call rescue.
- Opening message, delay, cooldown, and auto-resume
- Manual rescue from the Calls tab
- Test sends from the dashboard
Account Settings
Manage billing email, SMS destination, average job value, password, and billing access.
- Stripe billing portal access
- Password changes from the client portal
- Revenue estimate settings
Need a custom rollout?
Custom is where Callzy handles multi-location rollout, higher volume, or claims that are not public-tier features yet.
Contact sales