FAQ

Frequently Asked Questions

Everything you need to know about CallView's human-in-the-loop AI voice platform

General Questions

What is CallView?

CallView is a human-in-the-loop AI voice platform that lets your SDRs supervise and coach AI-powered sales calls in real-time. Think of it as giving your best SDR the ability to run 500+ conversations a day while maintaining full control. The AI handles the dialing and initial conversation, but humans can whisper suggestions, see live transcripts, or take over any call seamlessly.

How is CallView different from other AI voice dialers?

Most AI voice platforms are "set and forget" - you configure the AI and hope it doesn't embarrass your brand. CallView is fundamentally different:

  • Live Coaching Console: See every conversation in real-time with transcription and sentiment analysis
  • Whisper Mode: Suggest phrases to the AI mid-conversation without the prospect hearing
  • Seamless Takeover: Jump into any call seamlessly when you spot opportunity
What industries does CallView work for?

CallView works for any B2B company with outbound sales needs. Our top industries include:

HVAC & Home Services
Commercial Solar
Roofing Contractors
Lead Generation Agencies
Wealth Management
IT Services & MSPs
Real Estate
Accounting & CPA Firms
B2B SaaS

See our solutions page for industry-specific use cases.

Pricing & Plans

How much does CallView cost?

CallView offers simple per-user pricing:

  • Starter: $1,500/user/month for teams of 1-15 users. One-time $500 setup fee per user.
  • Enterprise: Custom pricing for larger teams (15+ users). Includes volume discounts and dedicated account team.
  • AI + Human Loop: Custom pricing for our fully managed solution with remote SDRs included.

No hidden fees, no per-call charges. See our pricing page for the full breakdown.

What's included in the setup fee?

The one-time $500 per user setup fee covers everything you need to go live:

  • Platform Configuration: Full setup of your CallView account and permissions
  • AI Training: Your scripts, objection handlers, and industry knowledge loaded
  • CRM Integration: Full sync with your existing CRM
  • Team Onboarding: Complete system training for your entire team
Can I cancel anytime?

Yes! CallView is month-to-month after the initial setup. You can cancel anytime with 30 days notice. We're confident you'll see ROI and stay, but we don't lock you into long-term contracts.

Is there a free trial?

Instead of a free trial, we offer a live demo with your actual scripts. You'll see the AI make real calls (to test numbers) while you supervise from the coaching console. This gives you a much better sense of how CallView works than a generic trial. Book your demo to see it in action.

Setup & Implementation

How long does setup take?

2 weeks from signup to go-live. Here's the typical timeline:

1Week 1: Script programming, AI training on your objection handlers
2Week 2: CRM integration, team training, test calls, QA, and go-live
What CRMs do you integrate with?

CallView integrates with major CRMs including:

ServiceTitan
HubSpot
Salesforce
Pipedrive
GoHighLevel
Close.io
Custom CRMs via API

Integration typically takes 5 minutes with pre-built connectors. All call data, transcripts, and outcomes sync automatically.

Do you train my team?

Yes! Training is included in the setup fee. We provide comprehensive onboarding teaching your SDRs:

  • How to use the Live Coaching Console
  • When and how to whisper suggestions to the AI
  • How to take over calls seamlessly
  • Reading sentiment indicators and transcripts

Most SDRs are comfortable coaching AI calls within the first day.

AI & Technology

Will the AI sound robotic?

No. CallView uses voice cloning technology to replicate your top SDR's voice from just 30 seconds of audio. The AI sounds exactly like your best performer - with natural inflection, pacing, and warmth. Prospects consistently report they can't tell they're speaking with AI until we reveal it.

How does voice cloning work?

During setup, you record a 30-second sample of your top SDR speaking naturally (we provide the script). Our AI analyzes the voice characteristics - tone, pace, inflection patterns - and creates a digital voice model. This model powers all AI calls, making every conversation sound like your best rep is on the line.

What if the AI says something wrong?

This is exactly why CallView is human-in-the-loop, not autonomous. Your SDRs watch every conversation in real-time. If the AI goes off-script, your SDR can:

  • Whisper: Type a suggestion the AI will incorporate naturally
  • Override: Replace the AI's next response entirely
  • Takeover: Seamlessly step into the call as a human

You're always in control. The AI amplifies your team - it doesn't replace your judgment.

How does the AI handle objections?

We train the AI on your specific objection handlers using our ABQ framework (Acknowledge, Bridge, Question). During setup, we load all your common objections and responses. The AI learns how your team handles "We already have a vendor," "Not interested," "Send me an email," and dozens of other scenarios. Your SDRs can also whisper suggestions for unusual objections in real-time.

Compliance & Security

Is CallView TCPA-friendly?

Yes. CallView is designed to be TCPA-friendly from the ground up:

  • Calling Hours: Automatic enforcement of 8am-9pm local time restrictions
  • DNC Scrubbing: All lists scrubbed against the National Do Not Call Registry
  • Human Oversight: Every call has human supervision
  • Consent Verification: AI confirms opt-in status before proceeding
Is my data secure?

Absolutely. CallView uses enterprise-grade security:

  • All data encrypted in transit (TLS 1.3) and at rest (AES-256)
  • SOC 2 Type II compliant infrastructure
  • Call recordings stored securely with access controls
  • Regular security audits and penetration testing

See our privacy policy for complete details.

What about industry-specific compliance (SEC, FINRA, HIPAA)?

CallView supports industry-specific compliance needs:

  • Financial Services: SEC/FINRA-compliant scripts with required disclosures
  • Healthcare: HIPAA-aware handling for healthcare-adjacent services
  • Real Estate: Fair Housing Act compliant messaging

We work with your compliance team during setup to ensure all scripts meet regulatory requirements.

Results & Performance

What results can I expect?

Typical CallView customers see:

10x

Call Volume

3-5x

More Conversations

2x

Meeting Conversion

40%

Cost Reduction

Results vary by industry. Book a demo to discuss benchmarks for your specific use case.

How do you measure ROI?

CallView provides detailed analytics on every metric that matters:

  • Calls Made: Total dials, connections, and conversations
  • Meeting Conversion: Meetings booked per conversation
  • AI vs Human: Which calls were AI-only vs human-coached
  • Cost per Meeting: Your blended cost compared to pure SDR approach

We provide weekly ROI reports so you can track value from day one.

Still Have Questions?

Book a call with our team and we'll answer any questions about your specific use case.

Book Your Demo