AI Phone Agents
Answer every call with a voice agent that follows your rules.
Learn more
Built-in CRM
A CRM your AI phone agent reads and updates during the call
Design the records you keep, or start from a template or a spreadsheet. Your AI voice agents find callers by phone number, add new records and change details while they talk, inside the rules you set.
- Six templates, or start from a file
- Encrypted fields, AES-256-GCM
- API keys and signed webhooks
AutoVator
DashboardCall flowsFlows templateAI SuiteCRMDashboardStart from a fileRecordsReportsAI agentsImport & exportAPI & webhooksActivityObjects & fieldsAI call consentTelephony SuiteReports
Records › Contacts1,520 records · updates live
FilterExportNew record
TableBoardTrash
| Full name | Phone | Status | City | Source | Updated |
|---|---|---|---|---|---|
| Jane Cooper | +1 512 ••• 0142 | Customer | Austin | AI agent | just now |
| Marcus Lee | +1 617 ••• 7781 | Qualified | Boston | Phone call | 4 min ago |
| Priya Nair | +1 415 ••• 2290 | Lead | San Jose | Website | 12 min ago |
| Tom Becker | +1 646 ••• 1180 | Customer | New York | Referral | 1 h ago |
| Ana Souza | +1 305 ••• 4410 | Lead | Miami | AI agent | 2 h ago |
| Leo Martin | +1 206 ••• 5521 | Lost | Seattle | Social media | Yesterday |
Front desk agent · updated Jane Cooper · city, address
Objects & fields
Design the CRM around how you work
An object is a kind of record you keep, like contacts, companies or deals. Fields are the details you store on each record. Build them yourself, or start from a template and change anything later.
- Six templates: Sales CRM, Support desk, Clinic & patients, Real estate, Orders & delivery and a simple contact list
- Fields for text, numbers, money, dates, phone numbers, emails, choices, ratings and links between records
- Table and board views, filters, saved views and a trash you can restore from
AutoVator
DashboardCall flowsFlows templateAI SuiteCRMDashboardStart from a fileRecordsReportsAI agentsImport & exportAPI & webhooksActivityObjects & fieldsAI call consentTelephony SuiteReports
Objects & fields › TemplatesStart from a template. Every object and field stays editable.
New objectUse this template
Sales CRM
Support desk
Clinic & patients
Real estate
Orders & delivery
Simple contact list
Add sample recordsa few example rows to try things out
Contact details and notesencrypted by default in every templateEncrypted
Start from a file insteadCSV or Excel (.xlsx, .xls, .ods), up to 10 MBUpload
Start from a file
Already keep a spreadsheet? Build the CRM from it.
Drop a CSV or Excel file and AutoVator suggests a field for each column. You only check the columns, then build.
Upload
CSV or Excel (.xlsx, .xls, .ods), up to 10 MB and 20,000 rows, with or without a header row. The first sheet is used.
Check the columns
Types are found for you. Untick a column to leave it out, rename fields, pick the title, and mark fields encrypted or searchable.
Build
The records are imported into a new object, private by default. Build a ready dashboard for them in the same step.
Connect
Open the records, edit the fields, or connect the object to an AI agent so it can use them on calls.
For your AI agents
Your AI agent works in the CRM while it talks
Create a tool for an object, choose what the agent may do and which fields it may read or change, then select the tool on your agent. Three steps, about two minutes.
- Finds the caller by phone numberWith no number given, the agent looks up the number the person is calling from.
- Privacy optionsCallers only see their own record, and the agent can ask for the phone number before a change or a delete.
- Answers made to be spokenMissing details, several matches or a forbidden action come back as plain guidance, so a call never breaks.
AutoVator
DashboardCall flowsFlows templateAI SuiteCRMDashboardStart from a fileRecordsReportsAI agentsImport & exportAPI & webhooksActivityObjects & fieldsAI call consentTelephony SuiteReports
CRM › AI agents › ContactsYour agent knows this tool as crm_contacts
Check connectionSave
What the agent may do
Find a recordby the caller’s phone number
Add a record
Change a record
Delete a record
Privacy
Callers only see their own record
Ask for the phone number to change or delete
Details
| Field | Agent access |
|---|---|
| Full name | Change |
| Phone | Read |
| Read | |
| Status | Change |
| City | Change |
| Notes | No access |
Everything works. Your agents can use this tool.
A real call
“I moved, can you update my address?”
The agent finds the caller from the number they call from, asks only for what is missing, and saves it. The change appears in the activity log, marked as made by your AI agent.
- CallerHi, I just moved. Can you update my address?
- Contacts · find by the caller’s number → Jane Cooper, Boston
- AI agentOf course, Jane. What is your new address?
- Caller12 Oak Street, Austin.
- Contacts · update Jane Cooper → city, address saved
- AI agentDone. Your address is now 12 Oak Street, Austin. Anything else I can help with?
Dashboards & reports
See what is happening, as it happens
Build dashboards from widgets, or start from a template: Overview, Sales pipeline, AI agents or Support desk. Figures refresh by themselves every 10 seconds.
- Figures, goals, trends, bars, donuts, funnels, tables, live activity and AI activity
- A report builder: count, sum, average, lowest or highest, grouped by any field, with filters and a comparison with the previous period
- Saved reports, shown as bars, lines, areas, donuts or tables, and exported to CSV
- An AI agent report: what your agents looked up and changed, and how often it worked
AutoVator
DashboardCall flowsFlows templateAI SuiteCRMDashboardStart from a fileRecordsReportsAI agentsImport & exportAPI & webhooksActivityObjects & fieldsAI call consentTelephony SuiteReports
Dashboard · OverviewYour CRM at a glance, updated live
LiveLast 30 daysCustomize
Records1,520
New this week64
Added by AI agents118
Monthly goal72 / 100
New recordslast 30 days
Live activity
Jane CooperAI agent · city, addressAI
Marcus LeeStatus → QualifiedPortal
240 contactsImported from leads.csvImport
Ana SouzaCreated by an API keyAPI
By status
CustomerQualifiedLeadLost
Monthly goal
72of 100 new contacts this month
Protection
Private by default, encrypted where it matters
Customer records hold personal details. The CRM keeps every account apart and encrypts the fields you choose, without making them harder for your agent to use.
Your own key
Each account has its own random data key, itself protected by the master key of the server.
Encrypted fields
Fields you mark as encrypted are stored with AES-256-GCM. Templates encrypt contact details and notes by default.
Still easy to find
Exact lookups on encrypted fields use a keyed hash, so your AI agent can still find a caller by phone number.
Kept apart
Every account has its own CRM space and every request is limited to it. Record ids in links are random.
Kept out of history
Values of encrypted fields never appear in the activity log.
Password for sensitive actions
Exports, deletions for good, and new API keys or webhooks ask for your password again.
API & webhooks
Keep your other systems in step
Give another app its own key to read or write records, and push every change to it as it happens.
- API keys with permissions (read, write, delete, schema), a choice of objects, an IP allow-list and an expiry date
- Endpoints to list, read, create, update, delete and upsert records
- Webhooks for created, updated and deleted records, signed with HMAC-SHA256 and sent only to https addresses
- Failed deliveries are retried up to 5 times, and the delivery log shows every try
AutoVator
DashboardCall flowsFlows templateAI SuiteCRMDashboardStart from a fileRecordsReportsAI agentsImport & exportAPI & webhooksActivityObjects & fieldsAI call consentTelephony SuiteReports
API & webhooksLet another app use your CRM data
Developer guideNew API key
API keys
| Name | Access | Objects | Allowed from | Status |
|---|---|---|---|---|
| Website forms | read, write | Contacts | 203.0.113.0/28 | Active |
| Reporting | read | All objects | 198.51.100.7 | Active |
| Old import | read, write | All objects | Any address | Revoked |
Webhookssigned with X-CRM-Signature
→https://hooks.example.com/crmrecord.created, record.updated · ContactsActive
| When | Event | Result | Time | Tries |
|---|---|---|---|---|
| 14:02 | record.updated | 200 | 182 ms | 1 |
| 13:58 | record.created | 200 | 240 ms | 1 |
| 13:41 | record.updated | 200 | 310 ms | 2 |
Your team
Sub-accounts share one CRM
Sub-accounts work in the CRM of their main account, so everyone sees the same customers. The main account keeps the keys.
| What | Main account | Sub-accounts |
|---|---|---|
| Records, views and the board | Yes | Yes, in the same CRM |
| Dashboards and reports | Yes | Yes |
| Import and export | Yes | No |
| AI agent tools | Yes | No |
| API keys and webhooks | Yes | No |
| Settings, deleting objects or fields | Yes | No |
Can my AI phone agent use the CRM during a call?
Yes. In CRM → AI agents you create a tool for an object, such as Contacts, choose what the agent may do (find, add, change or delete a record) and which fields it may read or change. Then you select the tool in the Connections step of your AI agent, and the lines the agent needs are added to its instructions automatically.
Do I have to build the CRM from scratch?
No. Start from one of six templates (Sales CRM, Support desk, Clinic & patients, Real estate, Orders & delivery or a simple contact list), with a few sample records if you like. Or upload a CSV or Excel file: AutoVator suggests a type for each column and builds the object for you.
How is my CRM data protected?
Every account has its own CRM space, and every request is limited to it. Each account also has its own random data key. Fields you mark as encrypted are stored with AES-256-GCM, and the templates encrypt contact details and notes by default. Values of encrypted fields never appear in the activity log.
Can the AI agent still find a caller when the phone number is encrypted?
Yes. Exact lookups on encrypted fields use a keyed hash, so the agent can find a record by phone number or email. Encrypted fields can be shown, edited, exported and read by the agent, but they cannot be sorted, grouped, charted or searched with “contains”.
Can I connect the CRM to another app?
Yes. Create an API key with the permissions, objects and IP addresses it may use, and an expiry date if you want one. Webhooks send created, updated and deleted records to another app over https, signed with HMAC-SHA256. A delivery that fails is retried, and a webhook pauses after 20 failures in a row.
Do sub-accounts get their own CRM?
Sub-accounts work in the CRM of their main account: the same records, views, dashboards and reports. Only the main account manages API keys, webhooks, AI agent tools, settings, imports and exports.
I already use HubSpot. Do I need this CRM?
Not necessarily. Your AI agent can also work with HubSpot CRM, Google Sheets, Airtable and other apps through integrations. The built-in CRM is there when you want your records in the same account as your calls, without another subscription to connect.
Can I export my data?
Yes. The main account can export any object to a CSV file that opens in Excel, Numbers or Google Sheets. Encrypted fields are decrypted in the file, so AutoVator asks for your password again before the download.
Give your AI agent a memory
Create a free account, start from a template or a spreadsheet, and connect your records to an AI agent in a few minutes.