Give the AI agent your real data.
Connect Sage to the systems your business runs on, from your CRM to your calendar to your practice software, so it answers callers with accurate, live information. Already using another AI agent? Bring it, and keep CallSprout as the phone system underneath.
Booking and calendar features work through your existing scheduling system and depend on that system offering a compatible API. Availability varies by provider.
Sage looks things up while it talks
Instead of taking a message, Sage can check the caller's account, confirm an appointment, or look up an order while the caller is still on the line. It connects to the systems you already run, including through MCP, the new standard that lets AI agents work with business software.
- Finds the caller's record from their phone number.
- Checks open times and books or moves appointments.
- Writes the call summary back to the right record.
Already have an AI agent? Keep it.
If your team built an agent on a platform such as Retell, connect it to CallSprout. Your agent handles the conversation and its own data, and passes the call to a person on your CallSprout phones when one is needed.
- Connects to outside AI platforms such as Retell.
- Hands the call to your team with the context attached.
- Your numbers and call routing stay on CallSprout.
Call activity flows to the software you build on
CallSprout can send call activity and live transcripts to your own software as calls happen, so dashboards, automations and records stay current without anyone typing. Your IT team or ours sets it up once.
- Call activity arrives the moment it happens.
- Live transcripts stream to the system you choose.
- Connections are signed in and scoped to what you allow.
Plug Sage into the tools you already run.
Sage reaches your systems through MCP or an API. Click through an example to see how.
Press "Run a test call" to watch Sage work the board.
Connected-system features work through your existing CRM or business system and depend on that system offering a compatible API. Availability varies by provider.
What a connected agent can do.
If your software has a modern connection, Sage can work with it. We map the setup with you.
Recognize the caller, send them to their rep, and log the call to their record.
Check availability and book, move or confirm appointments.
Confirm visits and add call notes where your practice system allows it.
Open or update a ticket while the caller is still on the line.
Works with the tools you already use.
Connect CallSprout to your CRM and collaboration apps.
When the job is bigger than a connection
Sage works with the software you already run. Some projects go further than that: an AI tool built on your own records, a workflow no off-the-shelf app handles, or a system your team has outgrown. That is the work our sister company Ereos does. Ereos designs and builds custom AI and business systems on its Watchtower platform.
Talk to Ereos about a custom buildMake the agent yours.
Tell us what you run, and we will map the connection with you on a short call.