Introduction
Welcome to the CallMerlin documentation. Learn how to set up your AI Chief of Staff for business systems.
Welcome to CallMerlin
CallMerlin is your AI Chief of Staff for connected business systems. Connect your business tools: CRM, accounting, project management, support, calendar, email, chat and more. CallMerlin reads, finds links, asks approval on writes, and executes. Via phone, Windows, macOS, Android, iPhone, Slack, Teams, webcall widget or intranet widget.
What we are / are not
| Are | Are not |
|---|---|
| Execution layer: read, approve, act in connected tools | A full document graph of Slack, Drive, mail or GitHub |
| Operational memory from CRM, finance, support and orders | A "company brain" that indexes everything in your business |
| Knowledge base for documents you upload | A replacement for enterprise search |
Enterprise search finds documents. CallMerlin acts in systems and remembers ops entities. The two complement each other.
What can you do with CallMerlin?
| Feature | Description |
|---|---|
| AI Chief of Staff | Query and command business tools via chat or voice, with server-side permissions |
| Automations | AI analysis with auto-inject, cross-references and approval before writes |
| Workflows | Multi-step automations via chat, voice or the builder |
| Cases | Transferable dossiers with handoff to a PIN group or colleague |
| Phone agent | Incoming and outgoing calls via real phone numbers |
| Webcall widget | A call and chat widget on your (intranet) website |
| Desktop & mobile | Windows, macOS, Android and iPhone for voice and chat |
| Android & iPhone | Mobile apps via Google Play and the App Store |
| Teams channel | Microsoft Teams as inbound channel |
| Slack channel | Chat with @CallMerlin in channels and DMs, plus notifications for tasks, workflows and alerts |
| Connections | Connect accounting, CRM, calendar, social media and more |
| Templates | Set AI instructions, personality and behavior |
| PIN users | Employees with their own permissions, templates and tasks |
| Tasks | Instructions and reminders per employee |
| Insights | Daily or weekly KPIs from your connected tools |
| Meeting summaries | Summarize Zoom/Teams transcripts or a live recording (app/desktop) in any channel |
| Live Workflow session (NL-EN-DE) | 15-min Google Meet: we build your first task live |
| SEPA payment files | Prepare open purchase invoices as a file for your bank |
| Knowledge base | Upload documents that Merlin consults during conversations |
| Operational memory | Contacts, deals, invoices, tickets and orders from earlier actions |
| Learned facts | Merlin remembers facts from conversations for next time |
Quick links
- Getting Started - Your first conversation in 5 minutes
- Setting up connections - Connect business data
- Configuring templates - Customize AI behavior
- Phone numbers - Buy and connect a number
- Tasks & Workflows - To-dos and multi-step automations
- Insights - Daily or weekly KPIs
- Meeting summaries - Summarize Zoom/Teams or a live recording
- Live Workflow session (NL-EN-DE) - We build your first task or automation live
- SEPA payment files - Prepare open purchase invoices for the bank
- Automations - AI analysis with approval process
- Operational memory - Ops entities from CRM, finance, support and orders
- API & Webhooks - Integrate with your own systems
Channels
CallMerlin works across multiple channels, all driven by the same AI:
- Phone (PSTN) - Real phone numbers in 30+ countries
- Webcall widget - Embed on your website or intranet for voice and chat
- Desktop app - Windows and macOS for internal voice and chat
- Android & iPhone - Mobile apps via Google Play and the App Store
- Microsoft Teams - Chat with Merlin from Teams
- Slack - Chat with @CallMerlin in channels and DMs; also receive task, workflow and alert notifications (Professional+)
Security
- EU-hosted (all data stays in the EU)
- AES-256 encryption of API keys and credentials
- GDPR-compliant with configurable data retention
- Two-factor authentication (TOTP or SMS) for dashboard and PIN users
- No code needed: fully configurable via the dashboard