Does it need a meeting bot or a browser extension?

No. The AI works inside the Teloz call itself. No notetaker joins as a guest and there is nothing to install on a device.

Which CRMs does it write to?

Teloz has dedicated HubSpot and Zoho integrations, and works with other CRMs such as Salesforce and Pipedrive through its integrations and open API. Notes land on the right contact record.

What does it do on each call?

It transcribes the conversation, writes a summary with next steps and owners, saves them to the contact, and brings up past notes and open deals when the same person calls again.

Where is my call data stored and is it secure?

Transcripts and summaries stay in your Teloz account and are encrypted at rest with AES-256 and in transit with TLS 1.3. Access follows your roles and permissions.

Does it work on video and chat as well as calls?

Yes. The same assistant covers calls, video meetings and chat, so the record for a customer builds up in one place instead of across separate tools.

Personal AI

A personal AI for every seat that takes the notes for you.

It transcribes and summarises every call, pulls out the next steps and logs it all to your CRM. No bot joins the call and no browser extension is needed.

Start free trial

Talk to sales

AI summaries
AI transcripts
CRM auto-log

Listening to the callSarah Mitchell · 12:04

“We'd need pricing for 25 seats.”

“I'll send the proposal on Thursday.”

Writing notes in the background…

What the AI does per seat

Four jobs, zero clicks.

Your rep takes five calls and forgets the follow-ups on two. The AI catches everything in the background.

Transcribe

Every call is captured word for word, timestamped and searchable.

00:12 “Our renewal is up next month.”
00:31 “We'd need pricing for 25 seats.”
01:05 “Can you include onboarding?”

Native, not bolted on

No bots. No extensions. Just the call.

The AI works inside the Teloz call itself. Nobody in your customer's meeting sees a notetaker join, and nobody installs anything.

Meeting bot or extension

You

Customer

“Notetaker bot” joined

A guest in your customer's callInstalled per deviceAnother subscription

AI inside the Teloz call

You

Customer

Same call, same loginNothing to installPart of your Teloz seat

Incoming call

Sarah Mitchell

Parity Finance

Last callRenewal, 12 seats
Open dealQ2 expansion
You promisedPricing by Friday
Their moodPositive lately

Before you pick up

Walk into every call already briefed.

Past notes, open deals and promises you made are on screen while the phone is still ringing, so you never start a call by asking what was said last time.

Your account, your data

What the AI writes down stays yours.

Transcripts and summaries are protected the same way as the rest of your Teloz data, with encryption at every step and access controlled by your roles.

The call
Audio from your Teloz call
TLS 1.3 in transit
Transcribed
Turned into text and a summary
Encrypted in transit
Stored
Saved in your account
AES-256 at rest
Your team
Seen only by the right roles
Role-based access

Every channel

One customer, one running record.

The same AI works across calls, video and chat, so the notes from Monday's call and Wednesday's demo end up together in one record.

Renewal, 12 seatsAgreed 25 seats

Reporting demoAsked about onboarding

Pricing sentFollow-up booked

Sarah Mitchell

Parity Finance · one record

Teams across the US run their phones on Teloz.

From independent agencies to multi-site operations, Teloz supports every desk in the building.

Director of Operations

Dental Group · San Francisco, CA

AI receptionist

“We trained the AI receptionist on our price list and booking hours. No-shows dropped 22% in six weeks.”

Verified Customer

Head of Operations

Home Services Company · Dallas, TX

Multi-site calling

“Four clinics, one directory, one bill. We switched from a stitched PBX stack and cut monthly costs by 38%.”

Verified Customer

Managing Partner

Law Firm · San Diego, CA

Website chatbot

“The chat widget books legal consults without me touching it. Escalations arrive with full context.”

Verified Customer

Director of CX

Hospitality Brand · Manhattan, NY

Omnichannel inbox

“Web chat, Instagram DMs, SMS, and our 800 number in one thread. CSAT went from 4.1 to 4.7 in a quarter.”

Verified Customer

Thousands of US teams

4.8/5on G2

4.9/5on Capterra

Personal AI FAQs

What teams ask about Personal AI.

Everything to know about an AI that takes your notes.

Personal AI is an assistant that works on every seat. It transcribes and summarises calls, pulls out action items and owners, and logs the notes to your CRM, so reps spend their time talking to customers instead of typing up the conversation.

Keep exploring

AI receptionistAnswer and book every call Conversation intelligenceTranscripts, deal risk and coaching CRM integrationsCalls logged to your CRM Call recordingHear the calls behind the numbers Interaction analyticsInsights from every conversation AI sentiment analysisScore how every caller felt, live Supervisor assistSee the calls that need you Video meetingsHD video with transcripts

Pick a plan. Go live before lunch.

Same network. Same security. Same uptime. Only the feature depth changes.

Get Started Pricing

Free trialNo credit card for setupPort numbers free99.99% uptime SLA

A personal AI for every seat that takes the notes for you.

Four jobs, zero clicks.

No bots. No extensions. Just the call.

Walk into every call already briefed.

What the AI writes down stays yours.

One customer, one running record.

Teams across the US run their phones on Teloz.

What teams ask about Personal AI.

What is Teloz Personal AI?

Does it need a meeting bot or a browser extension?

Which CRMs does it write to?

What does it do on each call?

Where is my call data stored and is it secure?

Does it work on video and chat as well as calls?

Keep exploring

Pick a plan. Go live before lunch.