Introduction
Welcome to the CallMerlin documentation. Learn how to set up the world's first voice-to-SaaS platform.
Welcome to CallMerlin
CallMerlin is the world's first voice-to-SaaS platform. Connect your business tools (accounting, CRM, calendar, email, social media and more), talk to Merlin via voice or chat, and get things done. By phone, via the desktop app, Android app, webcall widget on your website, or as an intranet widget for your team.
What can you do with CallMerlin?
| Feature | Description |
|---|---|
| Voice-to-SaaS | Query and command all your business tools via voice or chat |
| Phone agent | Incoming and outgoing calls via real phone numbers |
| Webcall widget | A call and chat widget on your (intranet) website |
| Desktop app | Windows application for voice and chat at the office |
| Android app | Mobile app for on the go |
| Teams channel | Microsoft Teams as inbound channel |
| Slack channel | Receive notifications and reports in Slack |
| 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 & Workflows | Instructions, reminders and automated workflows per employee |
| Knowledge base | Upload documents that Merlin consults during conversations |
| 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
- API & Webhooks - Integrate with your own systems
Channels
CallMerlin works through multiple channels, all powered 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 application for internal voice and chat conversations
- Android app - Mobile app for on the go
- Microsoft Teams - Chat with Merlin from Teams
- Slack - Receive notifications and reports in Slack
Security
- EU-hosted (all data stays in the EU)
- AES-256 encryption for 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