Call Memory: Personalize Every Call Using CRM Data
Call memory connects your AI receptionist to your CRM so it knows who is calling before the conversation starts. The AI greets returning callers by name and references their history.
How It Works
Enable Call Memory in Advanced Settings. When a known number calls, the AI pulls the contact record and uses name, notes, and prior interactions to personalize the greeting and responses.
- Greets returning callers by name
- References CRM contact data in real time
- Toggle on/off without losing configuration
- Reduces repeat qualification for known customers
- Works with Frontdesk's built-in CRM and connected integrations
Who Uses This
Repeat customers
Skip the re-qualification for customers who have called before. The AI already knows their name, their account, and their history.
High-value accounts
Recognize VIP phone numbers and route them to a senior staff member with a personalized greeting.
Patient recall
Greet returning patients by name and reference their last visit when they call to reschedule.
Frequently Asked Questions
What CRM data does the AI use?
The AI pulls the contact name, notes, and prior interaction history from the matching CRM record for the caller's phone number.
Does call memory work with third-party CRMs?
Call memory works with Frontdesk's built-in CRM. For third-party CRMs, use the Zapier integration or API to sync contact data.