Instantly recognize returning callers
Upfirst remembers details from past calls so customers never have to repeat themselves. Save contacts, add notes, and your receptionist handles each call accordingly.
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Memory that updates itself
After every call, your receptionist saves what it learned about the caller so the next call picks up where the last one left off.
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Personal notes
Tag a contact as a VIP, note their preferred language, or leave any other instruction your receptionist should follow on their next call.
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Greet by name
Saved contacts hear a personal hello when they call back, so every conversation feels like a return visit, not a cold start.
How it works
Never make a customer repeat themselves
Upfirst saves callers automatically. You can also add notes to shape how returning calls are handled.
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Step 01
Memory builds from every call
Once a caller shares their name, your receptionist saves it. The next time they call, there's no need to ask again. Anything they mention stays attached to their contact so it's ready for the next conversation.
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Step 02
Add your own notes
Open a contact and add anything your receptionist should know. Mark them as a VIP and route their calls straight to you. Note that they speak Spanish so the receptionist greets them in their language. Add a reminder that they prefer text follow-ups.
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Step 03
Personal greetings on every return call
When a saved contact calls back, your receptionist greets them by name and uses everything it knows about them to handle the call. Callers feel recognized, and you skip the small talk.
FAQs about contacts and memory
Have a question that isn't answered here? Get in touch with our team.
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After every call, your receptionist saves a short summary of what was discussed and the details it collected. You can tell it which details to remember and which to ask about every time. Things like name, phone, address, and email are usually collected once. Details that change call to call, like how many items someone wants to order, get collected fresh each time.
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Yes. Your receptionist creates a contact for every caller and saves what it learns. You don't have to set anything up.
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Contact import is on our roadmap. In the meantime, you can use our custom actions feature to look up callers in your CRM by name or phone number the moment a call comes in. For example, your receptionist might open with, "Hi, am I speaking with Michael?" and save that info for next time.
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Yes. Tell your receptionist to transfer specific contacts to you the moment they call. Useful for VIPs, partners, or anyone you'd rather speak to directly.