The EarlyBird Ops Studio for calls, bookings, and follow-through.
Flip coverage on, monitor every conversation, and let automations move data back into your CRM. Less reading, more clarity on what your agent handled.
Everything your agent needs, in one canvas
Interactive panels show what’s happening live while keeping the controls a click away.
Agent control in seconds
Flip the switch on routing, voices, and escalation without waiting for support tickets.
- Instant routing toggles with built-in guardrails
- Voice presets for tone, language, and brand nuance
Calendar & CRM automation
Bookings, reschedules, and notes flow into the systems your teams already trust.
- Two-way calendar sync
- HubSpot, Salesforce, ServiceTitan, and more
Every conversation captured
Searchable transcripts, highlights, and share links keep everyone aligned in minutes.
- Live summaries for handoffs
- Secure recordings with smart tags
Coverage windows that flex with the day
Preset schedules or ad-hoc blocks—EarlyBird keeps callers answered while your team focuses.
Coverage changes apply instantly. Need QA first? Preview them in sandbox mode before going live.
24/7 coverage
Let EarlyBird answer every call day or night, escalating humans only when revenue is on the line.
- Hands-off routing between locations
- Slack or SMS nudges for urgent callers
A guided flow from setup to optimization
Each step is short, visual, and ready to revisit whenever your playbook evolves.
Configure in plain language
Upload scripts, pricing, and FAQs. EarlyBird learns your tone from the first hello.
Connect the tools that matter
Authorize calendars, CRMs, and ticketing tools with secure, per-tenant scopes.
Launch with live monitoring
Watch calls appear in real time and jump in instantly when a human touch is needed.
Optimize with clear insights
Minutes, bookings, and alerts update continuously so finance and ops stay aligned.
Plug EarlyBird into the tools your teams already trust
Appointment data, tickets, and insight loops keep moving—even when the front desk is quiet.
Native CRM sync
Attach transcripts, update lifecycle stages, and assign follow-ups the moment a call wraps.
- Match callers to contacts or companies automatically
- Attach AI transcripts + recordings to the timeline
- Create tasks for reps when escalations need humans
Native CRM sync
Auto-create leads and tasks while logging transcripts to the right objects in Salesforce.
- Convert qualified callers into leads or contacts automatically
- Update opportunity stages from recorded call outcomes
- Open follow-up tasks with due dates when humans need to step in
Native CRM sync
Sync call outcomes, job bookings, and tags so dispatch never works off stale data.
- Create jobs with service type, marketing campaign, and caller intent
- Tag repeat callers or warranty work automatically
- Drop transcripts into the job record for technicians and CSRs
Native CRM sync
Keep leads, deals, and activities aligned with what customers said on the phone.
- Create or update leads with enriched caller context
- Drop call summaries on deals and contacts moments after the call
- Schedule follow-up activities based on promised actions
Native CRM sync
Block out rooms, trucks, and team members automatically whenever EarlyBird books an appointment.
- Two-way event sync across shared calendars
- Smart buffers so technicians have travel time
- Color-coded event tags that match your playbook
Native CRM sync
Route calls into the right team calendars, keep availability up to date, and sync notes for every visit.
- Supports resource mailboxes and shared calendars
- Drops transcript links inside event notes
- Respects complex working-hour rules per technician
Native CRM sync
Stay aligned even when teams haven’t moved to Microsoft 365—EarlyBird updates legacy Outlook calendars on the fly.
- Supports on-premises and hybrid Outlook setups
- Attaches call recap links for quick reviews
- Blocks personal calendars with buffer-aware events
Integrating CRMs with your agent has never been easier.
Connect HubSpot, Salesforce, ServiceTitan, or Zapier in a few clicks, choose the workflows you trust, and keep your callers in sync with the rest of ops.
Pick the data you want to read and write, assign team permissions, and preview the handoffs before going live.
Get started today →
Transparency that keeps leadership aligned
Know how your agent is performing and what it costs—without leaving the dashboard.
Real-time usage overview
Minutes, bookings, and qualified opportunities update live. Drill into any call, export reports, or share a filtered view with finance.
Minutes used
68%
Alert triggers when you near your plan threshold.
Appointments set
142
Break down by location, campaign, or agent tag.
Satisfaction score
97%
Caller surveys sync back to your CRM automatically.
Usage that stays predictable
Minutes, bookings, and headroom stay visible so renewals never surprise finance.
Billing built for operators
Download invoices, update payment methods, and export logs directly into your accounting system.
Team-based permissions
Assign roles for owners, managers, and agents so sensitive data stays scoped.
CRM hand-offs tuned in minutes, not months.
Connect your stack, preview the automations, and launch your agent without re-writing a single workflow.