Features

CallMerlin offers a complete set of features to configure and manage your AI phone agent.

Core Features

• Connections - Connect accounting, CRM, calendar and more. Isolation via connection groups.
• Monday.com - Connect boards, items and updates
• Templates - Set AI instructions and personality
• PIN Users - Manage who has access, with which permissions, and in which vault
• Call Logs - View transcripts and statistics
• Phone Numbers - Manage inbound numbers
• Webcall Widget - Place a widget on your website
• Teams Channel - Microsoft Teams as inbound channel
• Slack Channel - Receive notifications and chat via Slack
• 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 for the bank
• Lead Lookup - Search businesses by name, category or location
• Alerts - Proactive notifications for changes
• Insights - Daily or weekly KPIs from connected tools
• Boards - Interactive chat dashboards, including Open board on mobile
• Tasks - To-dos and standing instructions per employee
• Cases - Shared work items with handoff to a PIN group or colleague
• Platform reports - Connection errors sent to CallMerlin support with consent
• Knowledge procedures - Closed cases as searchable playbooks
• Operational memory - Contacts, deals, invoices, tickets and orders from earlier actions
• Workflows - Multi-step automations via chat, voice or the builder
• Automations - AI analysis with approval process
• Billing - Subscription and minute usage
• Security - 2FA and session management