Upfirst remembers details from past calls so customers never have to repeat themselves. Save contacts, add notes, and your receptionist handles each call accordingly.
Try for freeAfter every call, your receptionist saves what it learned about the caller so the next call picks up where the last one left off.
Tag a contact as a VIP, note their preferred language, or leave any other instruction your receptionist should follow on their next call.
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
Upfirst saves callers automatically. You can also add notes to shape how returning calls are handled.
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.
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.
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.
Have a question that isn't answered here? Get in touch with our team.
What does the receptionist remember from past calls?
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.
Are contacts created automatically?
Yes. Your receptionist creates a contact for every caller and saves what it learns. You don't have to set anything up.
Can I import my existing contacts?
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.
Can I "whitelist" certain contacts?
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.
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