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Chapter III  ·  Connected to what you use

Calendar-connected.
CRM-aware.

Once it's answering, it sees your schedule and your customers. A repeat caller gets greeted by name. An appointment goes on the real calendar. Every call is logged back to the CRM. No spreadsheets, no export, no manual entry.

CRM integration

Knows who's calling, before they say hi.

Connect HubSpot or Salesforce. SoloDial runs a nightly sync into a local index, so when an inbound call arrives the phone number is matched in milliseconds and the AI greets by name, remembers the last deal stage, and pulls any owner notes, without you doing anything.

  1. 01Inbound CRM-aware: "Hey Jennifer, is this about your Corolla?" because it matched the phone.
  2. 02Outbound lists pulled live from HubSpot / Salesforce with TCPA-grade DNC scrubbing.
  3. 03Auto-logs every call as a CRM note with transcript, AI summary, and sentiment.
  4. 04Deal-stage aware. References the last known stage without sounding scripted.
  5. 05Owner-routed transfers. Hot calls go to the record owner, not a generic queue.
  6. 06Nightly sync keeps your dialer list fresh without hammering the CRM API.
Calendar integration

Books on your real calendar.

Google Calendar, Microsoft 365 / Outlook, and Microsoft Teams calendars. OAuth once, done. The AI checks availability, offers real slots, and puts confirmed bookings straight into the calendar, with the caller's phone, name, and a short summary of what was said. Every booking fires an SMS and email confirmation to the caller on the spot, with a link to reschedule or cancel without calling back.

  1. 01Real availability: checks your actual calendar, not a guess. No double-bookings.
  2. 02Business hours + holidays: honors your shop's hours, closures, and federal-holiday presets.
  3. 03SMS + email confirmations go out the moment the booking is written, with a reschedule-or-cancel link.
  4. 04Automatic reminders the day-before and an hour-before. Fully silenceable per shop.
  5. 05Self-serve reschedule & cancel: callers tap the link, pick a new slot, done. The AI picks up if they call instead.
  6. 06Multi-calendar routing. Different staff, different calendars, one AI.
  7. 07Timezone-aware. Caller in New York, shop in Denver, no math required.
  8. 08No-show & follow-up: missed appointments trigger an automatic follow-up call or SMS, your pick.
Editable templates

Every word it sends, yours to reword.

Greetings. Confirmation texts. Email copy. Reschedule prompts. Cancellation notices. Reminders. Every scripted line the AI says or sends lives in a plain-English template you edit in the dashboard. Friendly fill-ins like Customer name, Appointment time, and Business name fill themselves in at send time. No code, no curly braces, no support ticket.

  1. 01Greeting · the first line callers hear. "Thanks for calling Business name, how can I help?"
  2. 02Booking confirmation · the SMS and email the caller gets the instant an appointment is set.
  3. 03Reminders · day-before and hour-before nudges. Tune the tone, silence them entirely, or send only to first-time customers.
  4. 04Reschedule prompt · what the caller sees when they tap the link, and what the AI reads if they call.
  5. 05Cancellation notice · the note your staff gets, the note the caller gets, both under your brand.
  6. 06No-show follow-up · the recovery text or call that goes out when a slot passes without a check-in.
  7. 07Callback message · what the AI says when it calls back an unreachable lead from an outbound campaign.
  8. 08After-hours script · the alternate greeting for closed hours, holidays, or snow days. Toggles from the dashboard.

One call. Two systems updated. No spreadsheet.

Set mine up