Frequently Asked Questions

CallView is a human-in-the-loop AI voice platform that lets your SDRs supervise and coach AI-powered sales calls in real-time. Think of it as giving your best SDR the ability to run 500+ conversations a day while maintaining full control. The AI handles the dialing and initial conversation, but humans can whisper suggestions, see live transcripts, or take over any call instantly.

Most AI voice platforms are "set and forget" - you configure the AI and hope it doesn't embarrass your brand. CallView is fundamentally different:

• Live Coaching Console: See every conversation in real-time with transcription and sentiment analysis
• Whisper Mode: Suggest phrases to the AI mid-conversation without the prospect hearing
• Instant Takeover: Jump into any call seamlessly when you spot opportunity

CallView works for any B2B company with outbound sales needs. Our top industries include:

• HVAC & Home Services
• Commercial Solar
• Roofing Contractors
• Lead Generation Agencies
• Wealth Management & Financial Services
• IT Services & MSPs
• Real Estate (Developers & Brokers)
• Accounting & CPA Firms
• B2B SaaS Companies

See our solutions page for industry-specific use cases.

CallView offers simple per-user pricing:

• Starter: $500/user/month for teams of 1-15 users. One-time $500 setup fee per user (normally $800).
• Enterprise: Custom pricing for larger teams (15+ users). Includes volume discounts, custom integrations, and a dedicated account team.
• AI + Human Loop: Custom pricing for our fully managed solution. Includes the CallView platform plus Philippines-based remote SDRs who operate the system for you.

No hidden fees, no per-call charges. See our pricing page for the full breakdown.

The one-time $500 per user setup fee (normally $800) covers everything you need to go live:

• Platform Configuration: Full setup of your CallView account and permissions
• AI Training: Your scripts, objection handlers, and industry knowledge are loaded
• CRM Integration: Full sync with ServiceTitan, HubSpot, Salesforce, or your existing CRM
• Team Onboarding: Complete system training for your entire team
• Dedicated Success Manager: Your own Client Success Manager to ensure smooth onboarding

Enterprise clients receive custom onboarding packages tailored to their needs.

Yes! CallView is month-to-month after the initial setup. You can cancel anytime with 30 days notice. We're confident you'll see ROI and stay, but we don't lock you into long-term contracts.

Instead of a free trial, we offer a live demo with your actual scripts. You'll see the AI make real calls (to test numbers) while you supervise from the coaching console. This gives you a much better sense of how CallView works than a generic trial. Book your demo to see it in action.

2 weeks from signup to go-live. Here's the typical timeline:

• Week 1: Script programming, AI training on your objection handlers
• Week 2: CRM integration, team training, test calls, QA, and go-live

Your team's involvement is minimal - mostly providing scripts, answering questions about your sales process, and reviewing test calls.

CallView integrates with major CRMs including:

• ServiceTitan (HVAC, Plumbing, Electrical)
• HubSpot
• Salesforce
• Pipedrive
• GoHighLevel
• Close.io
• Custom CRMs via API

Integration typically takes 5 minutes with pre-built connectors. All call data, transcripts, and outcomes sync automatically to your CRM.

Yes! Training is included in the setup fee. We provide comprehensive onboarding for your SDRs, teaching them:

• How to use the Live Coaching Console
• When and how to whisper suggestions to the AI
• How to take over calls seamlessly
• Reading sentiment indicators and transcripts
• Reviewing analytics and optimizing performance

Most SDRs are comfortable coaching AI calls within the first day.

No. CallView uses voice cloning technology to replicate your top SDR's voice from just 30 seconds of audio. The AI sounds exactly like your best performer - with natural inflection, pacing, and warmth. Prospects consistently report they can't tell they're speaking with AI until we reveal it.

During setup, you record a 30-second sample of your top SDR speaking naturally (we provide the script). Our AI analyzes the voice characteristics - tone, pace, inflection patterns - and creates a digital voice model. This model powers all AI calls, making every conversation sound like your best rep is on the line.

This is exactly why CallView is human-in-the-loop, not autonomous. Your SDRs watch every conversation in real-time via the coaching console. If the AI goes off-script or mishandles an objection, your SDR can:

• Whisper: Type a suggestion the AI will incorporate naturally
• Override: Replace the AI's next response entirely
• Takeover: Seamlessly step into the call as a human

You're always in control. The AI amplifies your team - it doesn't replace your judgment.

We train the AI on your specific objection handlers using our ABQ framework (Acknowledge, Bridge, Question). During setup, we load all your common objections and responses. The AI learns how your team handles "We already have a vendor," "Not interested," "Send me an email," and dozens of other scenarios. Your SDRs can also whisper suggestions for unusual objections in real-time.

Yes. CallView is built for TCPA compliance from the ground up:

• Calling Hours: Automatic enforcement of 8am-9pm local time restrictions
• DNC Scrubbing: All lists are scrubbed against the National Do Not Call Registry before dialing
• Human Oversight: Every call has human supervision, satisfying "reasonable efforts" requirements
• Consent Verification: AI confirms opt-in status before proceeding with sales conversations
• Call Recording Disclosure: Automatic disclosure where required by state law

Absolutely. CallView uses enterprise-grade security:

• All data encrypted in transit (TLS 1.3) and at rest (AES-256)
• SOC 2 Type II compliant infrastructure
• Call recordings stored securely with access controls
• Regular security audits and penetration testing
• GDPR-compliant data handling for international prospects

See our privacy policy for complete details.

CallView supports industry-specific compliance needs:

• Financial Services: SEC/FINRA-compliant scripts with required disclosures and no performance guarantees
• Healthcare: HIPAA-aware handling for healthcare-adjacent services
• Real Estate: Fair Housing Act compliant messaging

We work with your compliance team during setup to ensure all scripts meet regulatory requirements.

Typical CallView customers see:

• 10x call volume: From 50 calls/day to 500+ with the same team size
• 3-5x more conversations: AI handles gatekeepers and voicemails, humans close deals
• 2x meeting conversion: Consistent messaging + real-time coaching = better outcomes
• 40% cost reduction: Fewer SDRs needed for the same pipeline

Results vary by industry and call complexity. Book a demo to discuss benchmarks for your specific use case.

CallView provides detailed analytics on every metric that matters:

• Calls Made: Total dials, connections, and conversations
• Meeting Conversion: Meetings booked per conversation
• AI vs Human: Which calls were AI-only vs human-coached
• Cost per Meeting: Your blended cost compared to pure SDR approach
• Pipeline Impact: Opportunities and revenue generated

Most customers see positive ROI within the first month.

Each AI agent can handle approximately 100-150 calls per day depending on conversation length. The Growth Pod (5 AI agents) can make 500-750 calls daily. Unlike human SDRs, AI agents don't take breaks, get tired, or have off days - they deliver consistent performance from the first call to the last.