AI call intelligence

What is said
matters most.

Sotto records, transcribes, and summarizes every client call, surfacing what was said inside your CRM the moment the call ends.

yourcrm.com
CRM — Client Record
Account
Acme Transport Ltd.
Contract
SVC-2024-8821 · Managed Services
Renewal
In 30 days
Agent
Sarah Mitchell
Activity
Contacts
Docs
sotto
Live · 3:42
Transcript
Agent: Good morning, this is Sarah.
Caller: Hi — calling about our renewal.
Agent: Of course, I have your account here.
Caller: We need to add two more seats.
Agent: Got it — I'll revise and send today.
✨ AI Summary
Renewal discussion · +2 seats
Quote update needed
Send revised quote today
Works with your phone system
M
Microsoft Teams
T
Twilio
R
RingCentral
Z
Zoom Phone
8
8x8
The problem

Your agents handle dozens of calls a day.
Most of what's said disappears.

Incomplete notes, missed follow-ups, and undocumented conversations quietly create risk and erode customer trust — one call at a time.

📝

Manual notes miss the details

Agents can't write and listen at the same time. Key commitments, context, and client concerns slip through — every single day.

⏱️

Post-call wrap-up kills productivity

Writing up call notes after the fact takes 5–10 minutes per call. Multiply that across your team and it adds up to hours of lost selling time each week.

🔍

No searchable call history

When a client disputes what was said, or a new rep takes over an account, there's nothing to fall back on. No record, no protection.

How it works

Three steps. Zero workflow change.

Sotto works quietly in the background. Your agents don't change how they work — they just stop losing information.

1

Call is captured automatically

Every call is recorded through your existing phone system — Microsoft Teams, Twilio, RingCentral, and others. Compliant, certified, and invisible to agents.

2

AI transcribes with speaker labels

The full conversation is transcribed with agent and caller clearly separated. Every word, attributed correctly, processed securely within your own infrastructure.

3

Summary appears in your CRM

The moment the call ends, a clean AI summary — key points, action items, and next steps — appears right in the sidebar and is logged to the client record.

The experience

Your CRM. Now with an AI co-pilot.

Sotto lives in a Chrome sidebar right beside your CRM. No new tab. No new app. No context switching — just the information your agents need, exactly when they need it.

🎙️

Speaker-identified transcripts

Every line labeled Agent or Caller. Easy to review, easy to search, easy to attach to a file.

AI-generated summaries

Key points, action items, and next steps extracted automatically the moment the call ends.

📋

Automatic CRM logging

Notes and recording links written back to the client record in your CRM without agents lifting a finger.

🔍

Full call history, searchable

Every call stored and searchable by date, agent, client, or keyword. Documentation you can actually use.

yourcrm.com
Call completed · Pinnacle Commercial Group
Client
Pinnacle Commercial Group
Agent
James P. · 12:04pm · 8m 33s
Subject
Annual renewal · contract expansion
✓ Auto-logged by Sotto
Discussed upcoming renewal. Client requested additional seats and a premium support tier. Agreed on Thursday callback to review revised quote.
Action items
☐ Add premium support to renewal quote
☐ Call back Thursday before noon
☐ Forward updated contract summary
sotto
✓ Complete
Transcript
Agent: James here, how can I help?
Caller: It's Joe — about our renewal.
Agent: Of course, renewal's next month.
Caller: We need premium support added.
Agent: Absolutely. I'll revise and call Thursday.
✨ AI Summary
Renewal + premium support tier
Thursday callback confirmed
Revised quote to be sent
Privacy & security

Your clients' conversations never leave your infrastructure.

Sotto processes everything within your own secure cloud environment. Audio is never sent to third-party services. For businesses handling sensitive client conversations, this isn't a feature — it's a requirement.

🔒
End-to-end private processing
Audio transcription happens within your environment — never sent out
🇨🇦
Canadian data residency
All data stored in Canada — PIPEDA compliant by design
Microsoft-certified Teams recording
Compliant capture through a certified recording partner
🛡️
HIPAA eligible
Built for regulated industries from the ground up
📞 Client call
Teams · Twilio · RingCentral · and more
stays here
☁️ Your secure cloud
Recording · Transcription · AI Summary
All within your own environment
📋 Your CRM
Summary + transcript logged automatically to the client record

What is said matters most.

See Sotto in your workflow.

We'll walk you through a live demo tailored to your team's phone system, CRM, and call volume.

Email us and we'll reach out within one business day.