Caller insight cards
See the caller’s name, last calls, tickets, and billing info from your CRM on every incoming call.
Caller insight cards give your team a view of who is calling before the conversation starts. When a call comes in and Voxbi recognises the number, a card surfaces the caller's name, company, and relevant context from your connected business tools. Instead of answering blind and asking "who am I speaking with?", your team member can greet the caller by name and already know the basics of their account.
The information shown depends on what Voxbi can see. When connected to Odoo, the card pulls the customer's name, their last calls, open tickets, and recent activities directly from the CRM record. Even on desk phones, where a softphone screen is not available, Voxbi pushes the correct caller information so the display shows the right name. For calls where no contact record exists, the caller's number is shown and the Voxbi app offers a quick path to create a new contact on the spot.
When you'd use caller insight cards
A customer support team handling calls from existing customers: seeing the caller's name and recent ticket activity before picking up means the agent can acknowledge the issue immediately rather than spending the first minute gathering information.
A sales team working with a CRM: when a prospect calls back, the rep sees the company name and last interaction before saying hello, letting them continue the conversation where it left off.
A small business where the owner handles calls personally: knowing who is calling from any device, including a desk phone, means every caller gets a personal response rather than a generic greeting.