AI for OpenPhone that knows the rest of your business
OpenPhone holds calls, texts, chat and meetings. Liaison connects to it with access you grant and reads the messages, call logs and meeting notes, answers in your voice where it should, and turns what was said into the work that follows.
Because it reads OpenPhone together with your inbox, your CRM and your job schedule, an answer about calls, texts, chat and meetings comes with the rest of the picture. You keep OpenPhone; nothing is replaced or re-entered.
What Liaison does with OpenPhone
- Texts customers from your number about schedules, reminders and follow-ups.
- Turns meeting notes and call recordings into tasks, drafts and CRM updates.
- Posts the morning brief to the channel you already read.
- Takes requests from you by text or chat and does them in your other tools.
Questions it answers across OpenPhone and your other tools
- “Which calls this week ended with a promise we have not kept?”
- “Which texts from customers have not had a reply?”
- “What did the team decide in this week’s meetings, and who owns each item?”
- “Which missed calls came from customers with open jobs or invoices?”
What it reads in OpenPhone
8 kinds of OpenPhone data Liaison can read on its own, every time it answers a question or does a job.
- Get Call
- List CallsRetrieve a paginated list of calls from OpenPhone
- List ContactsRetrieve a paginated list of contacts
- List ConversationsRetrieve a paginated list of conversations
- List Messages
- List Phone NumbersRetrieve the list of phone numbers and users associated with your OpenPhone workspace
- List TasksRetrieve a paginated list of tasks, optionally filtered by conversation
- List UsersRetrieve a paginated list of users in your OpenPhone workspace
What it can do in OpenPhone
8 actions Liaison can take in OpenPhone. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create ContactCreate a new contact in OpenPhone
- Create TaskCreate a task tied to an OpenPhone conversation
- Delete Contact
- Delete Task
- Send a Text MessageSend a text message from one of your OpenPhone numbers to a recipient
- Update ContactUpdate one or more fields on an existing contact
- Update Conversation StatusUpdate the status of an OpenPhone conversation
- Update Task
Works alongside OpenPhone
The tools Liaison most often reads together with OpenPhone.
Liaison in OpenPhone, set up with you, for $629 a month.
- Connects to OpenPhone with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about OpenPhone with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace OpenPhone?
No. You keep OpenPhone exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your job schedule, and does the work in it the way a person on your team would.
How does Liaison connect to OpenPhone?
With access you grant from your own OpenPhone account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in OpenPhone without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.