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Platform · Callpop

Know who is calling before you pick up.

A small Windows popup that opens when the phone rings, with the caller’s name, their record in your own systems, and every call and text you have had with them. You know who it is before you say hello. Windows only, and included in every seat.

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Included in every seat
What it does

The record, before hello.

Eight things in a window 350 pixels wide. Each is yours to switch on, and the popup stays small on purpose.

The caller

The name from your contacts, or the caller ID name, or the number alone. Several records on one number get a 1 of 2 switcher.

Your own fields

Two at a time, the contact columns you mark to show on the Integrations page. A caseworker, a building, a balance.

Record links

Up to five, as logos or initials, each opening the record in your own system. Any system whose address takes an id.

History

The clock beside the number opens the last 90 days with it, up to 20 calls and texts, who handled each, and the AI summary.

The controls

Answer, Decline or Silence, then End, Hold, Resume or Transfer. It needs a desk phone or the Webex app registered on the line.

The AI Agent’s note

When the agent hands a call over, its note opens by itself. What the caller asked for, what was taken down, and the conversation.

Ask on Callpop, in beta

A caller asks for you while you are on a call. The agent asks you on the popup, and you take the call, a message or call back.

Add a contact in the call

A pencil opens the contact form while the call is live. Add the caller, edit a contact, or add the number to one you have.

The app’s windows

Five windows, at their real size.

The popup and the panels beside it, as they open on a Windows desktop. Nothing here is a mockup of a bigger screen. This is the app.

The popup

Who it is, before you pick up.

A small window in the corner you picked, over whatever you were doing.

  • The name from your contacts, else the caller ID name, and the number.
  • Your own fields, two at a time, the ones you marked to show.
  • Up to five links into the record in your own system.
  • Answer, Decline or Silence, and a live timer once you pick up.
History

The last 90 days with this number.

The clock beside the number opens every call and text with it.

  • Up to 20 calls and texts, newest first, with who handled each.
  • The AI summary of every recorded call, before you say hello.
  • Each call with its direction, missed or not, and how long it ran.
  • Only outside numbers. An internal extension has no history.
AI notes

The agent’s note, before you say hello.

When the AI Agent hands a call over, its note opens by itself in the popup.

  • What the caller asked for and what was taken down, in a summary.
  • The agent’s name, the time, and who it was sent to.
  • The conversation line by line, the caller and the agent.
  • The agent’s Callpop notes switch turns it off.
Ask on Callpop

The agent asks you while the caller holds.

You are on a call and a caller asks for you. The agent asks you on screen, in beta.

  • Who is calling and about what, within two seconds of the ask.
  • Take the call, have a message taken, or say you will call back.
  • Or write a line, and the agent says it to the caller in its own words.
  • One person holds the request. The rest see who, and can take over.
Settings

Your line and this computer, one click away.

A click on the tray icon opens the panel, Lookup on one screen and Settings on the other.

  • Caller ID, do not disturb, voicemail, the forwards, simultaneous ring.
  • The ringtone, its tone and volume, or silence for a headset that rings.
  • The corner and the display, and how long the popup stays after a call.
  • Only what your administrator left visible on the line.
What offices use it for

The same popup, a different record in every office.

Every one of these is Callpop as it ships, with the fields and the links the office chose on its Integrations page.

Home care

The coordinator’s desk

The coordinator sees the client and the aide on the case before the second ring, and one link opens the client in the agency’s own system. A new caller is added during the call.

Healthcare

The front desk

The desk sees the patient’s name and the fields the practice chose, a next appointment and nothing more, and one link opens the chart. The history shows every call with the summary.

Real estate

The tenant line

The building and the apartment are on the popup before hello, the AI Agent’s note says what the tenant already told it, so nobody asks twice, and the lease link opens the file.

Accounting

The client call

The client’s name, the open invoice and the partner on the account show before the call is answered, and one link opens the client in the firm’s books, with every past call summarized.

Retail

The order desk

The customer’s name and their last order are on the popup, the link opens the order in the store, and the history shows the call where they asked for a refund, with the summary.

Insurance

The claim call

The policy number and the agent on the account show before the call is answered, the link opens the policy in the agency’s system, and every past call about the claim is summarized.

Why it is different

The record travels with the call.

We match the number on our side and send the record with the call. Nobody signs in to anything when the phone rings.

The usual way

A lookup when the phone rings.

  • Each person signs in to the CRM first.
  • The lookup starts after the ring.
  • A lapsed login breaks it quietly.
  • A change in the CRM means every desk again.
  • A license per desk, billed on top of the seat.
The Vocatech way

The record travels with the call.

  • We match the number against your contacts on our side.
  • The fields and the links ride the call event.
  • The popup is up before you pick up.
  • One administrator changes the mapping once, for every desk.
  • In every seat, with nothing to license.
How it starts

Three steps, and the next call pops.

Callpop is installed, not configured. A person sets it up with you on a Webex call, your contacts and your links included.

  1. 01

    Put your contacts in

    Type them, upload a list, email a file to your account’s import address, or sync from your system. Mark the fields and the links to show.

  2. 02

    Install it and sign in

    The download from our site, then your work email, with Google or Microsoft or the Apps password the Webex app uses. One session per person.

  3. 03

    Pick the corner

    The corner, the display, the ring and how long the popup stays, from the tray icon. The next call pops, with the record on it.

Straight answers

What offices ask about Callpop first.

“Does Callpop run on a Mac, a phone or a Chromebook?”

No. Callpop is a Windows app, installed per Windows user. On a Mac, a phone or a Chromebook the Webex app is the calling app, and it shows the caller’s name and number on its own call screen.

“Where do the names and the links come from?”

From your contacts in the portal. Type them in, upload a list, email a file to your account’s own import address, sync from your system on a schedule, or send them through the API. The same list names callers in Reports.

“Which systems can it link into?”

Any system whose record has an address with an id in it. QuickBooks, Salesforce, HubSpot, Zoho and HHAeXchange are the usual ones. With no contact matched, the popup shows your company’s default links instead.

“Do we need a desk phone for the buttons?”

No. Answer, Hold, Transfer and End work on whatever is registered on the extension, a desk phone or the Webex app signed in. With nothing registered the popup still shows the caller, and the buttons say the call already ended.

“What does it cost?”

Nothing beyond the seat. Callpop is included for every seat, with no license to manage and no setup fee, and it updates itself quietly, a check five seconds after it starts and every hour, never while a popup is open.

“Is it safe for patient information?”

The popup shows the fields you choose and nothing more, and the history shows summaries only on a seat with recording and transcription on. Your password stays in the Windows credential store, never on a server.

“What happens when the AI Agent transfers a call?”

The person whose phone rings gets the agent’s note in the popup, open by itself, with what the caller asked for, what was taken down, the agent’s name and the time, and the conversation line by line.

“What is Ask on Callpop?”

A caller asks for you while you are on another call. Instead of taking a message, the agent asks you on your popup. You take the call, have a message taken, say you will call back, or write a line the agent carries. In beta.

“Why would a sign-in fail?”

Three things, in order. It must be a Windows computer. The login is the extension’s Apps Login, the one the Webex app uses, or Google or Microsoft on a social sign-in company. And the company’s Events switch must be on.

“Does it follow a transferred call?”

Yes. When a menu, a queue or a transfer hands the call to a different person, the popup follows the call to them. The person who transferred it away sees their popup close at the transfer, not minutes later.

One service, eight parts. Everything on this page runs on the same phone system, is set in the same portal, and lands in the same Reports.

See the whole platform
ReportsCallpopTextdockAI AgentAppsPortalIntegrationsFaxing

Included in every seat

Callpop is included.

Every Vocatech seat gets Callpop on Windows. A person installs it with you on a Webex call and sets up your fields and your record links.

$29.95 per seat per month, every feature in every seat, month to month, no contract. Add-ons and usage

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