– Meet Sage

Meet Sage – your 24/7 AI answering assistant.

Sage answers every inbound call, captures key details, and books appointments automatically – even after hours.

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Inbound call · 9:42 PM

Sage Answering

Caller

Hi -- I saw the listing on Ashland and wanted to ask about a viewing this weekend.

Sage

I can help with that. Can I take your name and the best number to reach you on?

Caller

Marie Alvarez, 312-555-0148. Saturday morning would work.

Sage

Booked for Saturday at 10:30 AM with Daniel. He will confirm by text shortly.

Contact createdAppointment bookedAssigned to branch 6Logged in account

What Sage does for your business.

Answers

Inbound calls 24/7 without hold times.

Captures

Caller details instantly and accurately.

Books

Appointments, rescheduled, and cancellations.

Syncs

All call data directly to your CRM.

AI that works with your customer context – not around it.

Sage is the AI assistant built into CallNest.

Using approved business information, customer activity, account history, knowledge sources, and permission settings, Sage can help your team understand relationships and respond more effectively.

Sage can help:

Summarize account history before you call

Summarize calls and conversations before a handoff

Support inbound inquiries

Collect information from new leads

Prepare follow-up emails and text messages

Identifying important customer information

Assist with appointment scheduling

Routing conversations to the correct person

Recommend possible next steps

Answering approved business questions

Creating intelligent human handoffs

Preparing users before customer conversations

Your business remains in control.

Administrators can define:

Information Sage may accessApproved knowledge sourcesSupported actionsCommunication toneRestricted topicsSituations that require human escalationUser and department permissions

Your product plan separates the voice AI and the data, email, SMS, and internal-assistance AI while presenting both through one unified Sage experience.

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Sage in action?

Start capturing every opportunity – even after hours

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