Alyo
The AI-Agent-Native call-center CRM
AI-AGENT-NATIVE FROM DAY ONEHUMANS CLOSE · AI HANDLES THE RESTBUILT ON MCP · CLI · API

Real humans
close the sale.
AI agents do
the rest.

Customers want to talk with real people. So real people close every deal — with live AI help on the call, and AI agents handling the busy work before, during, and after. Drafting, dialing, scheduling, summarizing, syncing. One AI-Agent-Native product. Calls, CRM, and agents in one.

01 · BEFORE THE CALL

AI agents tee up the deal.

Inbound triage. Cold outbound. Qualification. Voicemail rescue. Status-update calls. The repetitive dialing nobody became a salesperson to do.

AI WORKING · HUMAN FOCUSED
02 · DURING THE CALL

A real human closes the sale.

Customers want to talk with people. The rep owns the conversation. AI sits next to them — real-time transcript, suggestions, lookups, drafts — but humans handle the trust moments.

HUMAN ON LINE · AI ASSISTING
03 · AFTER THE CALL

AI agents handle the busy work.

Summaries. Drafted follow-ups. Calendar invites. Stage updates. Sequences enrolled. CRM filled. Stripe invoiced. The drudgery that eats half a rep's day — gone.

AI WORKING · HUMAN OFF SHIFT
§ 01  THESISBUILT FOR PHONE-DRIVEN BUSINESSES

The call is the primary object.  Every other tool treats it as exhaust.

A rep at a home-services shop, a law-firm intake desk, or a dealership BDC lives on the phone. Their CRM sits in one tab. Their dialer in another. ChatGPT in a third. After every call, they retype what just happened. Half the time, they forget.

We rebuilt the stack so the call is a first-class object. Pipelines shape around calls. Contacts know which calls they came from. The CRM doesn't summarize the call after the fact — the call writes the CRM as it happens.

And we drew a line through it: humans close the sale, AI agents do everything else. Customers want to talk with real people. So real people own the conversation. AI sits next to them with live help, and AI agents handle the busy work that eats half a rep's day — before, during, and after.

Underneath, every action — placing a call, drafting a follow-up, moving a stage — is an MCP tool. Reps run the product through the UI. Power users run it through Claude Code. Our own AI features are just MCP clients. This is what AI-Agent-Native means: built for agents to do real work, not bolt-on demos.

§ 02  THE PRODUCTTWO SURFACES · ONE DATA MODEL

A board for orchestration.
A call center for the human moment.

Every shop with calls and a pipeline runs two products today — Monday for the board, OpenPhone for the line. We rebuilt both inside one data model. AI agents work the board. Real people work the calls. Both edit the same record, in real time.

SURFACE 01 — THE BOARD

Every lead
is a row.

Customizable boards. Custom columns. Custom statuses. Multiple views — table, kanban, sorted, calendar — saved with filters and group-by. Everything you'd expect from a CRM, except the call is a first-class column.

Quotes▼
★ Latest firstTableKanbanSortedCalendar+
⌕ Search◐ Person▽ Filter · 2▤ Group by · Status+ New deal
▼ This month · 14 jobs · $18,940
Job ID ▾CustomerStatusTechLast CallVisitValueService · City+
NHA-4218
TWTheo Whitman
Live call · 02:18MRjust nowMay 5 · AM$189AC tune-up · Wauwatosa WI
NHA-4201
LPLila Park
ContactedPS8:26 AMMay 4$1,420Furnace install · Oak Park IL→
NHA-4202
CMCarla Mendoza
ContactedMR8:53 AMMay 6$2,890Heat pump · St. Paul MN→
NHA-4203
JFJamie Foster
ContactedJC10:07 AMMay 7$310Maintenance · Madison WI→
NHA-4204
WOWendell Ortiz
Needs Follow-UpPS12:43 PMMay 9$4,750AC + duct · Fort Wayne IN→
NHA-4205
SRSasha Rhee
Needs Follow-UpAK12:59 PMMay 8$890AC repair · Schaumburg IL→
NHA-4206
BVBrendan Voss
VoicemailMR1:15 PMMay 5$620Diagnostic · Ann Arbor MI→
NHA-4207
YAYusuf Aydin
— Set statusAKno call yet—$1,180Mini-split · Grand Rapids MI→
NHA-4208
MCMaya Costa
AI workingPS2:48 PMMay 11$3,540Furnace replace · Carmel IN→
NHA-4209
EBEthan Briggs
BookedAK1:27 PMMay 4$260Tune-up · Rochester MN→
01Multiple boards per workspace. Quotes, Orders, Archives, custom.
02Custom columns — text, status, person, date, formula, AI-computed.
03Saved views with filters + group-by + sort. Share with your team.
04Every cell change is an MCP tool. Update from the UI, API, or Claude.
SURFACE 02 — THE CALL CENTER

Every conversation
has a home.

Inboxes. Threaded conversations. Live transcription. AI inline in the composer. The right rail is the same row from your board — edit a field here, board updates. Move the deal on the board, AI knows on the next call.

Mmarcus reed
Workspace
⌕Search
◉Activity2
◔Contacts
▤Boards
●Inboxes
◇Analytics
★Alyo AI AI
Inboxes
M
Marcus · direct
(414) 555-0102
3
SV
Service line
(414) 555-0118
IN
Install scheduling
(414) 555-0157
1
EM
Emergency · 24hr
(414) 555-0188
2
TF
Toll-free
(855) 555-2274
ChatsCallsAll
OpenUnreadUnresponded▽ Filter
TW
NHA-4218 · Theo Whitmannow
You: Live call · transcribing
LP
NHA-4201 · Lila Park2:52 PM
Marcus: Thanks for the details. The Bryant 80% AFUE will…
AI
NHA-4213 · Ren Akiyama2:07 PM
↗ Alyo AI called · qualified · booked
CM
NHA-4202 · Carla Mendoza2:05 PM
Marcus called · 4m 12s
JF
NHA-4203 · Jamie Foster1:05 PM
Marcus: No problem — happy to swing by Tuesday morning…
WO
NHA-4204 · Wendell Ortiz12:45 PM
Marcus: Let me know if you want the duct cleaning bundled…
DG
NHA-4198 · Devon Gallo12:40 PM
Marcus: Hi Devon, this is Marcus from Northwind…
SR
NHA-4205 · Sasha Rhee12:36 PM
Marcus: Hi there, this is Marcus from Northwind H&A…
TW
NHA-4218 · Theo Whitman
(414) 555-0341 · AC tune-up · Wauwatosa WI
●SMS⋯
LIVE CALLRep on line · AI listening · transcript active02:18
FRIDAY · MAY 1 · 9:03 AM
MARCUS (REP)
Hey Theo, this is Marcus with Northwind Heating & Air — following up on the AC tune-up estimate from your last visit.
Our spring tune-up is $189 and includes coil clean, refrigerant check, capacitor test, and condenser inspection. We can swing by Thursday or Friday next week — want me to lock in a window?
9:03 AM · delivered
CUSTOMER · THEO WHITMAN
Sounds good. Any flexibility on price if we bundle the duct cleaning?
9:08 AM
LIVE TRANSCRIPT · CALL IN PROGRESS
“…actually let me bring our scheduler on real quick to lock in a window and check the bundle pricing for you”
ALYO AI AI · taking over
Of course — happy to. To confirm the visit window, do mornings or afternoons work better for you on Thursday or Friday?
02:18 · live
↳ COACH:If customer asks for multi-unit discount or duct-cleaning bundle, request human assist — rep can approve up to 15%.
Write a message…
✨ AI/@📎
↑
▣   VIEWING BOARD ROW · NHA-4218↗
TW
Theo Whitman
(414) 555-0341
📞SMS✉⋯
StatusLive
Address2412 Linden St
CityWauwatosa WI
ServiceAC tune-up
SystemCarrier · 12yr
VisitMay 5 · AM
Value$189
TechMarcus
Rating★ ★ ★ ★ ☆
NotesAdd a note
Recent activity
●
Live call · rep + Alyo AI
02:18 · in progress
↗
SMS sent · “Spring tune-up estimate $189…”
9:03 AM · Marcus
★
AI summary · spring tune-up qualified
8:47 AM · prev call
01Multi-number inboxes · shared, dedicated, AI-only. Per-line settings.
02SMS · voice · email · WhatsApp threaded into one conversation per contact.
03Live transcription. AI coach inline. Whispered suggestions on the rep's screen.
04Right rail = the board row. Same record. Live two-way sync.
★ THE INSIGHT

One record.
Four surfaces.

Click a board row, drop into its conversation. Take a call, the status updates. Move a stage on the kanban, AI knows on the next call. The call is the primary object — and it lives in every view at once.

SURFACE · BOARD ROW
NHA-4218 · Theo Whitman · AC tune-up · Live

The pipeline view. Sortable, filterable, group-by-able, bulk-actionable.

SURFACE · KANBAN CARD
NHA-4218 · $189

Same record, different shape. Drag between stages. Status auto-syncs.

↓ ONE RECORD ↓

NHA-4218

customer Theo Whitman
phone (414) 555-0341
status live · 02:18
stage qualified
tech marcus
agent alyo ai (on line)
value $189
SURFACE · CONVERSATION
17 messages · 4 calls · 1 live

SMS · voice · email · all threaded. Same record, conversation view.

SURFACE · LIVE CALL
02:18 · rep + AI · transcript active

The moment of truth. Real-time transcript, AI coach, mid-call handoff.

SYNC · 01
Click a row → drop into the call.

Every board cell is a doorway. The contact, the deal, the conversation — open in one click from anywhere.

SYNC · 02
End the call → status updates.

Call dispositions, AI extractions, sentiment, next-step suggestions — written to the row the moment the call ends.

SYNC · 03
Move a stage → AI knows.

Drag a card on the kanban. The next time AI dials this lead, the new stage is in the prompt. No re-briefing.

SYNC · 04
Edit any field → everywhere.

Right rail in the call center. Cell in the board. Column in the kanban. Anywhere. Real-time, two-way, conflict-free.

§ 03  THE FOUR CAPABILITIESHUMAN-FIRST · AI-AMPLIFIED

Humans own the conversation.  AI agents own the rest.

Four capabilities, one division of labor. The rep is in front of the customer. AI handles the busy work that surrounds them — dialing, drafting, transcribing, summarizing, scheduling, syncing. Real conversations, zero drudgery.

CAPABILITY · 01

Live AI copilot
during the call.

Real-time transcription. On-screen suggestions (“ask about timeline”). Instant lookups from your pricing or knowledge base. AI fills the CRM form while the rep talks.

CUST“…we'd want it done before the next heat wave, but pricing is tight.”
REP“Got it, let me check what we can do on the bundle.”
↳ Pull AC tune-up + duct bundle pricing · objection: timeline-vs-cost · last similar bundle closed at $410
SHIPS v1 · MCP: subscribe_to_call_events · inject_coach_note
CAPABILITY · 02

Parallel AI dialers
while you take a call.

While the rep is live on call 1, AI is dialing 2, drafting follow-up for 3, qualifying the inbound that just rang, scheduling tomorrow. Hot lead? Warm transfer.

REPOn call · NHA-4218 · Theo Whitman · Wauwatosa WI
AI · 01Dialing NHA-4205 · Sasha Rhee · qualifying
AI · 02SMS sent · NHA-4208 · Maya Costa · awaiting reply
↳ Hot lead detected · NHA-4204 Wendell Ortiz · suggest warm transfer when current call ends
SHIPS v1 · MCP: dispatch_workflow · place_call(on_behalf_of: agent)
CAPABILITY · 03

Delegated overnight
workflows.

“Qualify last week's leads, book the warm ones on my calendar.” Rep wakes up to a curated queue: what AI did, what it learned, who's ready for a human conversation.

06:51Spring tune-up run completed · 47 contacts worked
→12 booked tune-ups · 4 quoted bundles · 3 hot, awaiting your call
→8 voicemails left · 20 not-now · auto-tagged
SHIPS v2 · MCP: dispatch_workflow · get_workflow_run
CAPABILITY · 04   ★ SIGNATURE

Bidirectional mid-call
handoff.

Rep opens the call, qualifies, hands to AI mid-conversation and walks to the next call. AI takes a cold call, customer mentions budget — pulls the rep in, live, full context.

00:42REP qualified · “let me bring our scheduler on real quick”
00:43AI on line · gathering visit window + system info
02:18Customer asks about duct bundle · AI requests human assist
↳ Rep returns to call · full context preloaded · 0ms handoff
SHIPS v1 · MCP: transfer_to_ai · transfer_to_human · request_human_assist
§ 04  THE SIGNATURE FEATUREUNBUILT ACROSS 17 COMPETITORS

The human closes.  The agent handles the rest — live, on the same call.

Watch the rep and the agent take turns inside a single conversation. AI takes the line for the logistics, the scheduling, the read-back. The human comes back the moment a decision needs making. Context preserved, line preserved, customer never knows.

REP
Sales rep
Active  ·  Qualifying
Live audio · one call
AI
AI agent · Alyo AI
Standby
● CUSTOMER   NHA-4218 · Theo Whitman · AC tune-up · Wauwatosa WICALL DURATION 02:18
PHASE 01 · 00:00 → 00:42

Rep opens the call,
qualifies the lead.

Human takes the opening. Builds rapport. Confirms intent. Captures the critical context — service needed, system age, address, visit window, decision-maker.

PHASE 02 · 00:43 → 02:17

Rep hands to AI.
Walks to the next call.

AI takes the line. Confirms the address, schedules the visit window, reads back the estimate, captures the system make and age. The rep is already on call #2. No re-introduction.

PHASE 03 · 02:18 → END

AI pulls rep back
when value spikes.

Customer asks to bundle the duct cleaning at a discount. AI detects a high-value moment, requests human assist. Rep returns to the live call with full transcript and the bundle pricing on-screen.

§ 05  AI-AGENT-NATIVEBUILT FOR HUMANS · BUILT FOR AGENTS · BUILT ONCE

Designed for humans.
Designed for AI agents.

Every action in call-crm is a tool. Reps use the UI. AI agents use MCP, CLI, and API. Same surface, same data, same permissions — from day one, on purpose, not bolted on after.

MCP capabilityQuoMondayAlyo
Read deals + pipelines○●●
Read call transcripts●○●
Place a call from an agent○○●
Live call state · stream events○○●
Transfer call · AI ↔ human○○●
Inject coach note mid-call○○●
Dispatch a workflow○●●
Open-source SDKs○○●
01

Public MCP from day one.

OAuth 2.0 + PKCE. Compatible with Claude Code, Claude Desktop, ChatGPT, Cursor, Windsurf, Cline. Free on every tier.

02

Open-source SDKs.

TypeScript and Python clients on GitHub. Apache 2.0. Streaming events, async-first, fully typed. callcrm-mcp-ts · callcrm-mcp-py.

03

Run your pipeline
from Claude Code.

“Find at-risk deals and follow up overnight” is a single prompt. The agent has the same tools your reps do. Nothing privileged. Nothing internal.

§ 06  AGENT AT WORKA LIVE CLAUDE CODE SESSION

Watch an agent work the pipeline in real time.

Below: a live session where an agent finds at-risk deals, dispatches a follow-up workflow, watches for hot signals, and pulls the rep into a live call. Every line is a real MCP tool call — the same tools your reps use through the UI.

claude code · mcp://call-crm.callcrm.com/v1/sse● LIVE
# pipeline at risk · what's slipping this week?› search_deals --filter “status:open · last_touch > 5d” --pipeline “sales” found 14 deals · 9 with no recent call · 5 stalled in proposal # dispatch AI to qualify the 9 untouched · book warm ones for tomorrow› dispatch_workflow --id “qualify_and_book” --targets deal_ids[1..9] ✓ run_4f2a started · est. 47 min · est. cost 12 credits # wake when something hot happens› subscribe_to_call_events --workflow run_4f2a --filter “intent:high · or · human_assist_requested” ↳ streaming · 0 events · awaiting… # 23 minutes later ● call.human_assist_requested · deal_id NHA-4204 · “asking about duct bundle discount”› transfer_to_human --call c_4204_live --target user_self --brief_format “full” ✓ transferring · context briefed · pickup ready
§ 07  WHAT THIS COSTS US TO BELIEVEOPERATING PRINCIPLES

Humans close the sale.
AI agents do
everything else.

01

Humans close. AI handles the rest.

Customers want to talk with real people. Real people own the conversation. AI agents own the drudgery — drafting, dialing, scheduling, summarizing, syncing — before, during, and after every call.

02

The call is the primary object.

Pipelines, deals, contacts — they all shape around calls. Not the other way around. The architectural decision incumbents can't retrofit.

03

AI-Agent-Native, not AI-flavored.

Every UI action is an MCP tool. Our own agents are MCP clients. Yours can be too. Open SDKs in TypeScript and Python on day one.

04

Outcome-priced.

Reads are free. AI work costs credits. MCP itself is free across all tiers — Quo set that floor, we hold it.

05

One product. Many vertical packs.

Home services, dealer BDC, law intake, auto transport. Configurations, not branches. The platform stays small. The pack does the work.

06

Cut ruthlessly.

If a feature doesn't move weekly active design-partner usage or enable a demo, defer it. Marketing email blasts, helpdesk, project management — never building.