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Laguzzi accounting firmIntegration · Calls
Phone calls: every call with a lead, on their profile and summarized
LIA brings phone calls into sales follow-up. Reps can make and take calls from LIA, or LIA connects to the phone system or telephony provider the company already uses. Every call is logged in the lead's history, LIA transcribes and summarizes it with AI, and it counts in the reports by sales rep. WhatsApp calls come in through the official WhatsApp Cloud API integration.
What LIA does with Phone calls
The call stops being the one thing the manager can't see.
Call from LIA or through your phone system
Reps call from LIA, or LIA connects to the company's phone system or telephony provider, depending on the case.
Every call in the lead's history
The call stays on the lead profile next to their chats, emails and meetings, with the rep who made or took it.
AI transcription and summaries
LIA transcribes the call and summarizes it, so the team knows what was discussed without listening to it or asking.
Calls in the reports by sales rep
Each rep's calls count in the manager dashboard and in the reports.
How it connects
How it connects is defined during implementation, with a LIA engineer.
We review how the team calls
Whether reps will call from LIA or the company's phone system or telephony provider gets connected.
The engineer connects the telephony
With the company's permissions, and tests that every call reaches the lead profile.
Calls go into the history
From then on, every call is logged, transcribed and summarized in LIA.
- LIA transcribes calls; it doesn't record them.
- WhatsApp calls are added with the WhatsApp integration, through Meta's official API.
WhatsApp calls, through the official API: WhatsApp integration.
How the manager sees the whole team: sales team management.
Other LIA integrations
They all end up in the same lead profile and the same reports by sales rep.
Corporate number through the official API and each sales rep's own number, in one inbox, with qualification, alerts and calls.
What LIA doesInstagram direct messages in the same inbox as WhatsApp, each one as a qualified lead.
What LIA doesFacebook page messages go into the inbox as leads, with an owner and alerts.
What LIA doesWeb chat
Your website chat handled 24/7 by the AI agent, which qualifies and routes to a sales rep.
What LIA doesEmail: Gmail, Outlook and IMAP
Lead emails from Gmail, Outlook or any IMAP mailbox go into the inbox and the lead profile.
What LIA doesMeta lead forms
Every Facebook and Instagram lead form goes into LIA as a lead, with its answers and an assigned sales rep.
What LIA doesGoogle Calendar
Each sales rep's calendar next to their leads: alerts before every meeting, meetings in the reports and meetings scheduled from LIA.
What LIA doesGoogle Meet
Meet meetings with a lead are transcribed and summarized on their profile, and add to their qualification.
What LIA doesYour CRM (API and webhooks)
LIA alongside the CRM you already use, via API or webhooks, or as your CRM if you don't have one yet.
What LIA doesFrequently asked questions
Does LIA log phone calls?
Yes. Every call, made from LIA or through the company's phone system, stays in the lead's history; LIA transcribes and summarizes it with AI, and it counts in the reports by sales rep.
Can I use the phone system I already have?
Yes. LIA can connect to the company's phone system or telephony provider, or reps can make and take calls from LIA. It's defined during implementation.
Does LIA record calls?
No. LIA transcribes calls and saves an AI summary on the lead profile; it doesn't record them.
We'll show you how it would work with your team
In a demo we set up your company's case and show you what the manager sees and what each sales rep does.
