Contact Intelligence

Aila aggregates all conversations, notes, and CRM records across customer phone numbers to provide comprehensive contact intelligence.

Contact Profile

Navigate to Contacts or click a contact name from any call page to open the contact view.

Contact Details: Name, primary phone number, email address, and company.
CRM Identifiers: Direct links to matched records in GoHighLevel, Salesforce, Pipedrive, or Follow Up Boss.
Conversation Timeline: Chronological stream of all past calls, voicemails, and meetings with this contact across all team members.
Aggregated Scorecards: Historical quality and compliance trends across interactions.
Extracted Datasets: Cumulative custom field values extracted across all calls.

Use the multi-turn Ask Aila interface to query knowledge across a customer complete conversation history.

"What were the customer primary concerns regarding closing costs across all calls?"
"List all follow-up commitments made to this borrower and who promised them."
"Summarize their employment history and loan preferences mentioned on the first call."

Multi-Turn Context: Remembers previous questions in the session.
Evidence Anchoring: Cites specific call dates and transcript timestamps for every factual claim.
Mobile Support: Fully supported on the Aila iOS App.

Aila automatically links inbound calls to contacts using phone number normalization (E.164 standard):

Ingest call metadata from dialer or phone system webhook.
Query CRM integration for existing contact matching the caller phone number.
If matched, attach call to the existing contact record and assign to the CRM contact owner.
If no match is found, create a new contact profile or respect organization auto-create rules.