Platform

Everything the platform does.

The full capability list behind every Atty agent — 100+ features across call handling, knowledge, post-call automation, outbound, SMS, and integrations. All of it configured and operated for you.

Capability matrix

One platform. Every conversation.

Jump to a category, or skim the whole thing — this is the complete, current feature set.

Agent Tools

Appointment Management Checks real-time availability, books appointments, and can find, list, or cancel a caller's existing bookings.
In-Call Texting Texts the caller a self-booking link or your contact details without leaving the conversation.
Urgent Callback Alert Texts your team the caller's name and number the moment a matter is urgent.
Lead Capture & Recognition Creates a lead across every connected CRM and recognizes returning callers by name.
Call History Recall Pulls the caller's previous call summaries so the agent remembers prior context.
Hours & Timezone Awareness Knows whether your office is currently open and what time it is where the caller is.
Transfer Call Transfers the caller to a configured human number for emergencies or escalation.

Call Handling & Conversation

24/7 Answering Answers your phone line around the clock as a named assistant.
Custom Greeting Your own first message, with a recorded-call disclosure fallback.
After-Hours Greeting Automatically swaps to a separate greeting when the office is closed.
Live Transfer Announces and transfers to your enabled numbers, extensions included.
Emergency Routing Detects the emergencies you define and transfers immediately.
Kill Switch & Fallback Turning the assistant off forwards every call to a human fallback number.
Multilingual Converses in 14 configured languages with automatic language detection.
Workflow Routing Hub-and-spoke routing across urgent, booking, general, info, returning-caller, and wrap-up paths.
Idle Re-Engagement Prompts "Are you still there?" after silence, up to five times.
Silence & Duration Limits Enforces silence timeouts and a maximum call length.
Background Denoising Suppresses caller-side noise and can play gentle office ambience.
Interruption Handling Natural turn-taking with configurable interruption rules.
Keyterm Boosting Boosts your business and team names in the transcriber for accurate recognition.
Pronunciation Guide Speaks the names you supply using phonetic guidance.
Spelling Confirmation Spells back names, phone numbers, and emails, with capped retries.
Satisfaction Rating Asks the caller for a 1–5 rating at wrap-up and stores it.
AI Disclosure & Injection Defense Discloses it is an AI and refuses attempts to override its instructions.
Difficult-Caller Playbooks Scripted handling for off-topic, rambling, rushed, non-English, and hostile callers.
Caller ID Detection Auto-injects the caller's number so the agent never asks for what it already knows.
Content Guardrails Configurable moderation categories that can end abusive calls.
Concurrency & Daily Limits Caps simultaneous and daily calls per agent.

Knowledge & Personalization

Business Knowledge Base Injects your name, locations, hours, coverage areas, and services into the agent's knowledge.
Custom FAQs Answers your question-and-answer pairs from onboarding.
Custom Intake Questions Asks an ordered set of required and optional questions on every call.
Team Profiles Speaks your team members' bios and meeting descriptions.
Appointment Policy Knows duration, format, fees, payment plans, and preparation instructions for bookings.
Accepted Insurance Answers which insurance plans you accept.
Inventory Injection Quotes from auto-synced product or vehicle inventory.
Multi-Location Routing Routes bookings to the correct office calendar per address.
Live Knowledge Docs Pushes synced provider and team lists into the agent's knowledge base.
RAG Retrieval-augmented answering over your attached knowledge documents.
Dynamic Variables Injects the caller's number, current time, and call purpose at runtime.
Versioned Configs Per-industry, versioned prompt templates with render history and rollback.
Voice Selection Pick the agent's voice from a previewable catalog.

Post-Call Actions

Call Record Stores the recording, full transcript, and an AI-generated summary of every call.
Structured Data Extraction Extracts outcome, urgency, callback requests, inquiry type, contact details, and intake fields.
Call Recaps Sends a per-call recap by email and SMS, with an optional secure record link.
Daily Digest A once-a-day summary of the previous day's calls.
Secure Call Link A tokenized, shareable link to a call record and its recording.
Automatic Lead Creation Creates a lead from the call and dispatches it to every connected CRM.
AI Call Evaluation Grades each call for score, sentiment, goal completion, and needs-review.
Slack Alerts Posts call evaluations, assistant events, and integration failures to Slack.
Automation Triggers Fires Make.com and n8n scenarios based on the call's detected outcome.
Auto-Approve Appointments Optionally books agent-created appointment requests without human review.
EHR & Field-Service Booking Creates appointments or jobs in Practice Fusion, GorillaDesk, and DriveCentric after the call.
Intake Form SMS Texts a follow-up form link to collect insurance and email after booking.
First-Call Celebration Emails you a congratulations on your first real call.
Forwarding-Test Detection Recognizes a setup test call and marks call forwarding verified.
Usage Metering Bills call minutes against your plan and overage bucket.

Outbound & Proactive Calling

Scheduled Outbound Calls Places AI calls to a named contact at a set time with a stated purpose.
Retry & Concurrency Control Retries failed outbound attempts under in-flight concurrency limits.
Voice Appointment Reminders Calls clients 24 hours and 1 hour before an appointment with a courtesy reminder.
Voicemail-Aware Reminders Leaves your business name and the appointment time when it reaches voicemail.
SMS Reminders Sends 24h/1h text reminders, also used as fallback when a voice reminder fails.
Reschedule Sync Re-times or cancels reminders when the calendar booking moves.
Do-Not-Call Suppression Honors voice opt-outs and SMS STOP across all future dispatches.
Test Calls Fire an ad-hoc call or reminder from the portal for verification.

SMS & Multi-Channel

Two-Way SMS Conversations The assistant's own number is A2P-enrolled, so it can hold real text conversations.
Post-Call SMS Invite A one-time welcome text inviting the caller to continue over SMS.
Cross-Channel Context The agent recalls prior call summaries when an SMS thread starts.
SMS Audit Log Logs every outbound message by type.
Consent Gating Blocks sends unless registration and notification consent flags are set.

Integrations

Cal.com Availability, booking, and webhook-driven reschedule sync.
Calendly Availability, booking, and invitee webhooks.
Google Calendar Free/busy lookup and event creation.
Salesforce CRM contact and lead creation, plus calendar access.
HubSpot CRM contact and deal creation from agent-collected intake.
Zoho CRM Region-aware CRM lead dispatch.
Clio / Clio Grow Legal calendar plus contact and lead intake.
MyCase Legal practice-management lead dispatch.
Lawmatics Legal CRM and client intake via per-account OAuth.
Practice Fusion EHR patient appointment booking, listing, and cancellation.
GorillaDesk Field-service customer and job scheduling.
DriveCentric Automotive CRM lead and test-drive appointment creation.
VirtualPBX Pulls recordings and creates leads from non-Atty phone traffic.
Zapier Generic outbound automation hook to 6,000+ apps.
Native Calendar Built-in appointment system when no external provider is connected.
Multi-Account Support Multiple connected accounts per provider with a designated default.
Token Auto-Refresh Background refresh of OAuth tokens, with alerts on failure.

Platform Capabilities

Assistant Auto-Provisioning Creates the agent, buys a phone number, and wires webhooks at signup.
Industry-Specific Configs Per-vertical prompt templates, field sets, and integration catalogs.
Feature Coverage Standards Tracks which capabilities each configuration implements, with versioned baselines.
Call Analytics Call counts, durations, timeseries, and a dashboard overview.
Lead Pipeline Lead statuses from intake through converted, linked back to their calls.
Appointment Approval Workflow You approve or deny agent-created requests before the calendar is booked.
Account Memory Syncs pre-sale and lifecycle history into your account record.
Billing & Subscriptions Plans, trials, usage grants, overage, and dunning — handled.
Transactional Email Suite Lifecycle emails covering welcome, activation, invoices, and setup nudges.
Onboarding Capture Ingests your onboarding answers straight into your account profile.
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Want to see it configured for your business?

A 15-minute demo maps these capabilities onto your workflows — and shows what your deployment would look like.