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Some things are easier on the phone. Following up with a lead, confirming an appointment, or checking in with a customer can take dozens of calls you never have time to make. Crevio can make those calls for you — just ask, the same way you’d ask it to draft an email. You give each call a clear goal, and Crevio’s AI speaks with the person on your behalf, then reports back on what happened.

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What you can use it for

  • Follow up with a new lead and answer their questions
  • Confirm or remind someone about an appointment
  • Check in with a customer after a purchase
  • Gather a quick answer or piece of information

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Get a phone number

Crevio calls from a phone number so people can see who’s calling and can call it back. You can ask Crevio to set one up — for example, “get us a phone number for calls” — or do it yourself under Settings > AI assistant > Phone.

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Buy a number yourself

In Settings > AI assistant > Phone, click Get a phone number, pick the country your callers are in, and optionally add an area code. The dialog shows the monthly price in credits before you confirm. Numbers are available in many countries.
  • No paid plan yet? The button becomes View plans, since phone numbers come with paid plans.
  • Not enough credits? It becomes Buy credits, so you can top up first. You need enough for the first month.
  • Some countries need business verification. Crevio sends you to a short form with the carrier, and the review usually takes 1-3 days. The Phone section shows where it stands, and you can start over or choose another country if it’s declined.
Once you have a number, a second purchase is refused, so a double click can’t charge you twice.

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Ask for an area

If you want a number from a particular area, say so — “get us a number with a 212 area code.” When that area code has no numbers left, Crevio tells you which nearby codes are available so you can pick one. If you don’t ask for a specific area code and your usual one is sold out, Crevio picks an available one for you. That same number can also answer calls people make to it, if you tell Crevio how you want those handled. A phone number uses credits every month, starting when you get it — if your balance can’t cover the first month, the number isn’t set up. Calls use credits for each minute they last, including calls from your browser. If your balance can’t cover a new month, the number is released.

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Send calls to a person

Some callers want to talk to you, not an assistant. Under Settings > AI assistant > Phone, in Call forwarding, enter a phone number at your business (it must be in the same country as your Crevio number) and choose how calls are handled:
  • Your assistant answers. Crevio picks up as usual. When a caller asks for a person, it tells them it’s connecting them and passes the call to your number. If nobody picks up there, the call usually goes to that phone’s own voicemail.
  • Forward every call. Calls ring your number straight away, and your assistant doesn’t answer them — not even when you call from one of your internal numbers. If nobody picks up within about 25 seconds, or the call can’t get through, the caller can leave a voicemail.
When a forwarded call is missed, you get a notification and an email. If the caller left a voicemail, the email has the recording attached and a written transcript, and the notification opens the recording. If they hung up without leaving one, you still hear about the missed call so you can call back. Forwarded calls use credits for each minute, like any other call. If your balance can’t cover a minute, forwarded calls aren’t put through. Pausing the number stops forwarding too.
You can also ask Crevio to set this up — for example, “forward calls to my cell, +1 628 222 4164.”

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Release a number

To give up your number, click Release number in the Phone section and confirm. A released number can’t be recovered, and the month you’ve paid for isn’t refunded.

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Call your own assistant

When you call your business’s number from one of your Internal numbers (below), you’re not greeted as a customer. You’re talking to your own Crevio assistant, the same one you chat with: ask how sales are going, what’s on your plate, or have it take care of something while you drive. Everything you discuss is saved as a chat you can read later in Crevio.

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Talk to it from your browser

You don’t need a phone to talk to your assistant. Press the voice button at the right of an empty chat box to start a voice call right in Crevio. Once you start typing, it turns into the send button. The call shows in the conversation as one Call entry with its length. Open it to read back everything you and your assistant said, along with the work it did for you. While the call is going, it stays open, so you can approve anything your assistant asks for on screen.
  • It keeps going while you work. The call stays open as you move around Crevio. Use Open the chat in the call bar to jump back to the conversation.
  • It tells you what it’s doing. While Crevio works on your request, it mentions each step out loud, so you’re not left in silence.
  • Approvals can be spoken. If Crevio needs your go-ahead before doing something, you can say yes or no instead of tapping.
  • Say “Hey Crevio” to start a call. Turn on hands-free under Settings → AI Assistant → Hey Crevio, or from the ear button in the call bar during a call (account admins only, set per device). Crevio listens for its name in your browser, and no audio leaves your device until the call starts. On a chat page it calls that chat; anywhere else it opens a new chat.
If you’re silent for about 30 seconds, Crevio asks whether you’re still there, and ends the call if you don’t answer. Time spent waiting on Crevio to finish a task doesn’t count. A single call can last up to 60 minutes.

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Make a call toward a goal

You don’t write a script or fill in a form. Tell Crevio who to call and what the call should accomplish, in plain language, right in the chat.
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Tell Crevio who to call and why

Give it the phone number (or point to a customer or lead already in your account) and describe the goal — “call this lead and confirm their appointment for Tuesday at 3pm” or “follow up on their interest in my coaching program and offer a free intro call.” You can also tell it what to open with.
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Let Crevio make the call

Crevio places the call and works toward your goal during the conversation. If the person’s local time is outside calling hours (8am to 9pm), Crevio schedules the call for the next window and tells you when.
3

Review what happened

Crevio reports back in the chat with a summary of how it went and what the person said, so you know what to do next.
Be specific about the goal. The clearer your objective, the better Crevio handles the conversation — and the more useful its summary will be.

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Numbers you don’t need separate permission for

Some numbers are yours to call any time — your own phone, a team member’s, a test line. Add them under Settings > AI assistant > Phone, in Internal numbers, and Crevio can call them without checking for consent or a do-not-call match first. Any team member’s profile phone number shows there with an Add as internal button, so adding your own team is one click. Only add numbers you’re actually authorized to call this way — you’re confirming that when you add one, and an opt-out request is always honored even for a number on this list.

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Calling people the right way

Phone calls come with responsibility. You must have permission to call the people you’re contacting, and you must respect their wishes if they ask not to be called.
Only call people who have agreed to hear from you — for example, leads who gave you their number and expect a follow-up. Always honor do-not-call requests. If someone asks not to be contacted again, don’t call them. Following the rules around phone calls in your area is your responsibility.
Crevio helps you keep track of who has agreed to be called and who has asked to be left alone, so it’s easy to do the right thing.

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If something goes wrong

The person may not have answered, or the number may be wrong. Double-check the number and try again later. Not everyone picks up the first time.
Sometimes a conversation doesn’t go as planned. Read Crevio’s summary to see what happened, then adjust your objective and try again, or follow up yourself.
Mark them as do-not-call so Crevio won’t contact them again. Always respect these requests.
For anyone who isn’t on your internal numbers list, Crevio needs to know the person agreed to be called — for example, they opted in on a form or at checkout, or they asked you for the callback themselves. Tell Crevio how and when they agreed, and it’ll place the call. If nobody agreed, it won’t call, to keep your business out of trouble.
To avoid being pushy, Crevio limits calls to the same number to a few per day, spaced at least a few hours apart. Wait and try again later.

Customers

See the leads and buyers you can follow up with.

Forms & lead capture

Capture leads and their phone numbers to call.

Email your customers

Follow up by email as well as by phone.

Tags & segments

Group people so you know who to reach out to.