Phone & Voice

Outbound calls with transcripts and captured outcomes; voice agents
that can hold real-time conversations.

What it is

Two related capabilities. The phone integration lets HAPPEE place
outbound calls (and receive inbound), with each call attached to the
relevant contact record. Calls are recorded and transcribed; outcomes
and next steps are captured. The full conversation lives with the
contact, searchable and reviewable.

Voice agents go a step further: agents that can converse in
real-time over the phone — answering an inbound call, conducting an
outbound discovery call under guardrails, or running a scheduled
check-in. They use the same memory and tools as the text agents.

What you get

• Outbound dialing from HAPPEE, with the call attached to the contact

• Inbound calls routed to the right contact (and optionally to a
  voice agent)

• Transcription of every call

Upcoming — Persistent call recording (audio) alongside the
transcript is on the roadmap. Today, the transcript is saved with
the contact; the raw audio is not retained.

• Outcome capture — purpose, result, next step, sentiment
• Voice agents with low-latency live conversation

• Configurable voice backends so businesses with strict on-premises
  or compliance requirements can use the same agent layer

• Coaching loop — recordings flagged for review, comments left on
  specific moments

Upcoming — The coaching workflow (flag, annotate, review) is on
the roadmap. Today, transcripts are searchable but moment-level
annotation isn't built yet.

• Bulk dialing campaigns under human oversight

Upcoming — Bulk outbound campaigns with human-approval gates
are on the roadmap. Today, outbound calls are placed one at a time.

How agents use phone & voice

Common patterns:

• The sales agent places approved outbound calls — the founder reviews
  the list and approves; the agent dials and conducts; the
  conversation is captured.

• A voice agent can field after-hours inbound calls — qualifying,
  scheduling, escalating to human as needed.

• The operations agent places weekly charter customer check-ins on
  pilots, with success-criterion questions in the script.

• Recorded calls feed the coaching queue — the sales agent surfaces
  the three calls of the week worth reviewing.

In small businesses

For small businesses, the phone is still where high-intent
conversations happen. Voice agents make outbound calling feasible at
small scale — the founder doesn't have to dial 40 numbers a day to
get to the 2 conversations that matter. And inbound coverage that
used to require a receptionist or a callback queue can be handled
properly.

Where phone & voice show up across the business

• In Outbound sales motion:
  outbound dialing, transcripts attached to contacts, coaching loop.

• In Cash flow stabilization:
  collection calls to AR contacts; transcripts and commitments
  captured.

• In First paying customers:
  discovery calls transcribed and synthesized into the interview
  corpus.

• In New product line: charter
  customer check-ins with scripted success-criterion questions.