Contacts
Your own stages
Every caller is found by their number, with stages, tags, notes and your own fields. Move one along.
Fatima Sheikh
+91 98XXX XX745
Stage
instagramfestive sale
Built-in CRM
The CRM your phone agent fills in
Contacts, catalog, bookings and orders that your voice agent reads and writes during the call. Nothing to fill in afterwards.
CRM›Contacts
NamePhoneStageTagsCalls
On the call
It works the CRM while it talks
A caller orders a handbag and changes the colour before saying yes. The agent checks your catalog, places the order, and only the confirmed version is saved.
Cart RecoveryOutbound1:16
- 0:02
Meera · agentHi Fatima, this is Meera from SwiftKart. How can I help? - 0:07FatimaDo you have the leather handbag? In tan, please.
- 0:09crm_search_catalog4 msLeather Handbag · Tan, Black · ₹2,499 · 7 in stock
- 0:12Meera · agentYes, 2,499 rupees. One in tan, cash on delivery. Shall I place it?
- 0:18FatimaMake it black instead. Then yes, place it.
- 0:18↺Edited before savingColour
Tan→Black - 0:20crm_place_order23 msOrder #10 · 1 × Leather Handbag, Black · cash on delivery
- 0:22Meera · agentDone. Order 10, in black. You'll pay when it arrives.
Fatima Sheikh+91 98XXX XX745OrderedOrder #101 × Leather Handbag, Black₹2,499
- Payment
- Cash on delivery
- Deliver to
- 12 Hill Road, Bandra West
- Source
- This call · 0:20
Changes on this call
ColourTan→Black
Stock, Black7→6
✓Saved after the caller said yes
Four parts
Booked once, sold once
A booking holds its time and an order takes its stock as it's placed, so two callers never get the same slot or the last piece. Try each one.
Catalog
Price, stock and choices
Sizes and colours the agent asks about before it takes an order. Services book as long as they take. Pick some.
Cotton Kurti
SK-KUR-01
₹799.00
20 in stock
Size
Colour
1× Cotton Kurti (M, Indigo)
Bookings
No double booking
A calendar per person, room or branch. Book a time, then try to book it again.
Saturday, 7 November
Video shopping call · 30 min
Tap a free time to book it.
Orders
Orders move along
From new to confirmed, shipped and delivered, with payment beside each. Cancelling puts the stock back.
Order #10
1× Leather Handbag (Black)
- New
- Confirmed
- Shipped
- Delivered
Switched on per agent
On an agent's Tools tab, choose what it may do with the CRM, and whether each call is saved on the caller's contact. Moving and cancelling a booking stay off until you allow them.
Watch the agent tutorialUse the CRM in callsThe agent finds the caller by their number and works with their contact, bookings and orders.
What the agent may do
Save each call on the caller's contactAfter each call it's added to the caller's contact. Details the agent picked up fill in contact fields with the same name, like city.
Your own CRM too
Already have a CRM? Keep it.
Vaakyo works with the CRM, booking or order system you already use, with or without the built-in one.
- ToolsThe agent calls your own CRM's API mid-call: look up a customer, check an order, create a lead.
- WebhooksEvery finished call reaches your endpoint with its summary, transcript and the fields you extract.
- APIPlace calls with your customer's details and read the results from your own systems.
- MCPLet Claude, Cursor or any MCP client manage agents and calls in plain words.
Learn
Set it up in a few short videos
1:44Your CRM, part 1: set it up for your business
1:31Your CRM, part 2: products, services and stock
1:24Your CRM, part 3: contacts and bookings
1:51Your CRM, part 4: orders, and your agent using the CRM
1:11Connect your CRM: look up and update entries mid-call
1:10Send call results to your CRM and dashboard
FAQ
Questions about the CRM
Open CRM in your console and add your catalog, calendars and fields. Then, on an agent's Tools tab, turn on Use the CRM in calls and choose what the agent may do.
By the caller's number. The agent starts the call with that contact's name, stage, upcoming bookings and recent orders, so it never asks for the number again. A new caller becomes a contact during or after the call. On a browser call there's no number, so the agent asks for it before booking or ordering.
No. A booking holds its time on the calendar, and an order takes its stock as it's placed, only when enough is left. When two callers race for the last slot or the last piece, one gets it and the agent offers the other something else.
Yes, on contacts, catalog items, bookings and orders: text, numbers, dates, yes or no, choices and more, each with a note telling the agent what to ask. A field you add is asked for on the next call, with nothing else to change.
Yes. Import products and services from a CSV file (the console gives you a template), or add them one by one. Leave stock empty for things that never run out.
No. During a call it only sees and changes the caller's own contact, bookings and orders. In the console, people in your workspace see the CRM if their role allows it.
No. Agents can call your own CRM's API during the call through tools, and every finished call reaches your webhooks with its summary, transcript and the fields you extract. You can use both: each change the agent makes in the built-in CRM is also sent as a crm.updated webhook event.
Each change the agent makes is sent as a crm.updated event with what changed (a contact, a booking or an order), what happened to it and its id, and every finished call as call.completed. The CRM's records themselves are managed in the console; they aren't part of the public API.
Put your calls in your CRM
Contacts, catalog, bookings and orders, filled in by your agent while it talks.