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Call Intelligence

The call writes the record while you're still on it.

Recruitment lives in conversations, and most CRMs lose them unless someone types everything up at 7pm. SearchOS records calls with consent, transcribes them, and writes the useful data back to the right records.

Call · Natasha WarwickClient briefing · 24 min
  • Recorded and transcribed while you talk. No note-taking.Live →
  • A live checklist for the call type, so nothing gets missed on a briefing.Guided →
  • Salary, notice, must-haves and next steps written back to the record.Saved →
  • Follow-ups created before you put the phone down.Queued →
The call becomes CRM data without anyone typing it up.
Transcribed as you talk

No note-taking, no typing it up afterwards, no half-remembered detail three days later.

A checklist for the call type

A client briefing asks different questions to a candidate screen. The right one runs live on screen.

Facts written back

Salary, notice, must-haves and next steps land on the record as fields, not buried in a note.

Follow-ups before you hang up

The actions you just promised exist as tasks before the call ends.

Seventeen call types, each with a live checklist

A candidate qualification call is not a client intake call. SearchOS ships templates for the conversations recruiters actually have, each driving a live checklist during the call so nothing gets forgotten in the moment.

From conversation to CRM data

After the call, AI extracts the facts, commitments and next steps and applies them to the records: salary expectations onto the candidate, feedback onto the process, the follow-up into your tasks.

  • Browser-native recording with a consent gate
  • Accurate transcription and AI analysis
  • Facts and commitments written back to records
  • A Calls hub with every conversation and its outcomes
  • Coaching insight across your call history

Your call history becomes an asset

Six months of recorded intake calls, debriefs and qualifications is a goldmine: searchable, reviewable, and the raw material for interview prep packs and better client updates.

Questions recruiters ask us

Is call recording legal?

SearchOS builds consent into the flow and you control when recording happens. Recording laws vary by region, so follow your local rules; the consent gate makes that straightforward.

Does it work with my phone system?

It records browser-based calls natively. For mobile calls, you can upload recordings and get the same transcription and analysis.

How accurate is the transcription?

Strong on clear audio, including accents. The AI analysis works from the transcript and links its claims to what was actually said.

Do updates apply automatically?

You review what the AI extracted and apply it with one click. Nothing overwrites your records without you seeing it.

Can I use it for coaching?

Yes. The Calls hub keeps every conversation with its analysis, which makes reviewing a consultant's intake calls or debriefs genuinely practical.

Record one call and see the CRM update itself.

Book a live walkthrough, or start a 14-day free trial. No card required.

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