Features

Every job your phones should do. None of the ones they shouldn’t.

ModPhone answers on four channels, remembers every customer, pulls answers from your own docs, transfers like a pro, takes Shopify orders by phone, and books straight to your calendar. Here’s exactly how.

A Alicia Romero
customer · 14 touches
Mon 9:04Phone · Booked service Wed 10 AMcall
Mon 18:12SMS · “Do I need to be home?”sms
Tue 08:41Email · Rescheduled to Thu 10 AMemail
Thu 09:58Chat · Asked warranty questionchat
Thu 10:03System · Identity verified, profile pulledauto
Pillar 01 · Unified memory

One customer. One thread. Four channels.

Every call, text, email and chat writes to the same profile. Your AI picks up exactly where the last conversation left off — no “can you remind me who you are?”

  • Automatic identity matching across phone number, email and web cookies
  • Full conversation history surfaced on every touch
  • Structured facts (appointments, insurance, preferences) available to humans too
  • Exportable timeline for handoff to your CRM
📞
Voice · Twilio & SIP
Forward your line or port your number.
Live
💬
SMS & MMS
Same number. Two-way, with attachments.
Live
✉️
Email agent
Connect Gmail / Outlook — threaded replies.
Live
🌐
Web chat widget
One-line script. Matches your brand.
Live
📱
iOS app
Review and take over live conversations.
Beta
Pillar 02 · Omnichannel

Answer wherever your customer reaches you.

Phone, SMS, email, web chat — turn them on as you need them. One knowledge base, one voice, one inbox for your team to supervise.

  • Bring-your-own Twilio or use ours — unified voice + SMS numbers
  • Gmail and Outlook OAuth, with native threading
  • Drop-in web widget — customize colors, greeting, avatar
  • 30+ languages out of the box, auto-detected per turn
Your knowledge base
urlyourbusiness.com · 42 pages crawled · auto-refreshed weekly
pdfPricing sheet, Service menu, Hours & policies · uploaded docs
faq27 custom facts · “We don’t take walk-ins on Sundays”, etc.
syncGoogle Drive / OneDrive · folder synced, new docs picked up automatically
Caller: Do you accept my insurance?
ModPhone: Yes — we’re in-network with Aetna PPO. I’ll verify your specific plan before your first visit. (from accepted-carriers.pdf, page 2)
Pillar 03 · Knowledge base

Learns your business from your own content.

Point it at your website, upload your docs, paste custom FAQs — then connect Google Drive or OneDrive if you want it to keep up with changes automatically. Every answer is grounded in what you gave it; if it doesn’t know, it says so and offers a handoff.

  • Add URLs — we crawl the site and keep it refreshed
  • Upload PDFs, Word docs, spreadsheets, images of printed materials
  • Paste custom FAQs and facts in plain English
  • Sync Google Drive / OneDrive folders — new docs picked up automatically
  • Strict citations — every answer traceable to a source
Troubleshooting call · grounded in your manuals
Caller: My unit keeps shutting off after about five minutes.

ModPhone: That usually points to the filter. Before we start, confirm the unit is powered down. Then open the front panel and slide out the filter — I’ll walk you through the cleaning step by step.
citedOwner’s manual · Troubleshooting section · page 14
citedInstallation guide · page 32 · recommended maintenance interval
noteAgent confirmed the safety step before giving instructions. Never skips documented checks.
Pillar 04 · Advanced support

Walks callers through real technical procedures.

Upload your manuals, setup guides, and troubleshooting procedures — there’s no practical limit. ModPhone pulls exact procedures, part numbers, and warnings straight from your documentation, cites every step, and never skips a documented safety check. Perfect for tier-1 support that would otherwise pull your techs off real work.

  • Upload virtually unlimited PDFs, Word docs, guides — no page cap
  • AI file extraction handles even long, complex technical manuals
  • Phase-aware support flow: qualify → safety check → step-by-step → follow-ups
  • Strict citation enforcement — every technical step references a source page
  • Full retrieval logs — audit exactly what the agent cited on every call
Hot-handoff
🤖
ModPhone
Handled 6 min
👩‍💼
Jordan, Front Desk
Ringing · 1.8s
Context passed: Alicia Romero · existing customer · asked about warranty coverage · AI unsure of exception · caller calm · priority normal
Pillar 05 · Smart routing

Transfers like a real employee.

When it matters, ModPhone hands off in under two seconds with a full verbal summary to whoever picks up — so your humans never walk into a blind call.

  • Rule-based and intent-based transfer targets
  • Verbal “warm intro” summary before the human hears the caller
  • Mid-call take-over from the dashboard or iOS app
  • Auto-transfer during working hours, voicemail with summary after
Week of Apr 20
Mon
Tue
Wed
Thu
Fri
10:00 · Alicia
11:30 · Marcus
14:00 · Priya
16:15 · Walk-in
Synced · Google Calendar · 2s ago
Pillar 06 · Scheduling

Books straight to your calendar.

ModPhone reads your availability, respects buffers and appointment types, and writes a clean event with every detail from the conversation attached.

  • Google, Outlook and Calendly supported natively
  • Per-agent availability windows and time zones
  • Confirmations and reminders via SMS or email
  • Waitlist: if full, caller gets offered the next opening
Phone order · Live
Do you carry the portable Bluetooth speaker in charcoal?
Yes — the charcoal portable speaker is $189, in stock. Want me to text you a checkout link?
Yeah, and add the carrying case.
Adding both. Total is $249. Texting the link now.
Cart link · texted
2 items · 5% phone-in discount
$249
Pillar 07 · E-commerce

Take phone orders straight from your Shopify store.

Connect your store in one step. ModPhone searches your catalog variant-by-variant, quotes prices naturally on the call, and texts the caller a ready-to-pay Shopify cart link. No human re-keying orders.

  • Fast mode: paste your store domain — no app install, no API
  • Pro mode: order lookup, tracking, SMS-verified full order details
  • Variant-level search with fuzzy matching for spoken queries
  • Pre-applied discount codes for phone-in orders
  • Closed-loop revenue attribution — see which calls drove orders
Follow-ups · today
Today 2 PM Marcus K. asked about pricing for 2+ locations. Promised callback today. Pending
Thu 9 AM Priya V. wants to confirm insurance acceptance. Awaiting verification. Pending
Done Alicia R. warranty question — answered by email with quoted clause. Resolved
Pillar 08 · Automatic follow-up queue

Catches every open loop.

ModPhone detects intent + dates during conversations (“call me back Thursday”, “let me know when the part is in”) and files them as follow-ups. Your dashboard shows every outstanding promise — with context, deadlines and owner.

  • Intent + date extraction from every call, text, email and chat
  • Dashboard view of open follow-ups across all channels
  • Assign to a human or let the AI follow up automatically
  • Never lose a lead to “I was supposed to hear back and didn’t”
The rest of the toolkit

Plus everything else you’d want to turn on.

Sub-800ms responses

Latency tuned so it feels like talking to a human, not waiting on a chatbot.

🛡️

Identity verification

Verify callers by phone, PIN, DOB or custom rules before sharing sensitive info.

📣

30+ languages

Auto-detects per turn. Same memory across languages.

📝

Transcripts & recordings

Every conversation, searchable and exportable.

🔔

Keyword alerts

Get a ping when someone says “cancel”, “lawsuit” or anything you choose.

🧩

Integrations

HubSpot, Salesforce, Slack, Zapier, Shopify, Google/Outlook, 200+ via MCP.

👪

Sentiment detection

Detect frustration or urgency mid-call and escalate before the caller does.

🧪

A/B voices & scripts

Test greetings and voices against conversion, not vibes.

🏢

Multi-location

Route by ZIP, by business, or by time-of-day.

🚨

Spam & emergency

Auto-block spam callers. Detect emergencies and escalate immediately.

📄

PDF & Drive sync

Upload technical docs or sync Google Drive / OneDrive folders.

📊

Analytics & conversions

Real-time dashboard, call outcomes, conversion tracking per number.

Built to be trusted

Reliable, private, and grown-up.

Encryption in transit and at rest. Regional data residency. Full audit logs on every conversation. No training on your data, ever. Your customers’ information stays your customers’ information.

Uptime
99.9%
Regions
US · EU
Retention
Configurable
Training
Never on your data
Try it yourself

Point it at your website. See what it learns.