New
AI-powered answers & reports
Tacklebox AI

One AI system supporting your team across every conversation.

Guides calls, updates your CRM automatically, and generates reports — so agents work faster with less manual effort.

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Live AI assist

AI support while every call is happening

AI listens in real time to transcribe conversations, suggest next steps, and guide agents through every interaction.

Live transcription

Automatically captures every word of the conversation in real time, allowing agents to stay focused on the customer while keeping a complete, searchable record for notes, follow-ups, and future reference.

Captures every conversation detail automatically
Lets agents stay fully focused on the customer
Makes post-call work faster and simpler
Live transcription

Smart suggestions

AI provides real-time suggestions during conversations, helping agents respond confidently, ask the right questions, and keep the call moving toward the next step.

Provides real-time guidance during conversations
Helps agents respond with confidence
Prevents missed steps and key questions
Live transcription
Suggestion
10:21 AM

Good moment to confirm their preferred monthly budget.

Suggestion
10:24 AM

Ask whether they want coverage mainly for funeral costs or full family support.

Suggestion
10:32 AM

Clarify if they want immediate coverage or flexible approval.

AI automation

Your CRM updates itself

AI listens during every call to capture conversations, provide live guidance, and help agents stay focused on closing the lead.

As you talk with the lead,AI works in thebackground tocapture notes,update the CRM,and prepare follow-upsso nothing gets missed.
Auto fill notes
Notes
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Automatic note generation

Structured summaries created instantly after each call.

First name
Last name
Date or birth
Date or birth
Email
Premium
Address
City
State
Zip code

Smart lead data extraction

Key information pulled directly into the customer profile.

You and Richard agreed to speak tomorrow at 3:30 PM.

Schedule Event

Contact: Richard Philip

Date: Tomorrow (Jan 29, 2026)

Time: 3:00 PM - 3:30 PM

Would you like me to create the calendar event?

Event scheduling suggestions

AI prepares meeting details based on conversation context.

This conversation suggests the lead is Interested and requested a follow-up.

Call disposition
Call back scheduledOpen

Apply this call outcome?

Apply disposition
Cancel

Disposition confirmation prompts

No manual status changes — just one-click approval.

Knowledge AI

Instant answers inside your workspace

Upload documents, scripts, and workflow guides to build a secure knowledge base that gives agents instant, accurate answers inside their workspace.

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Talk to AI Assist

Ask Copilot anything...

Upload your internal documents

Add scripts, compliance rules, product PDFs, objection handling guides, onboarding docs, or call workflows anytime.

Agency-specific AI answers

Knowledge AI responds using your agency policies, pricing rules, and processes — not generic internet answers.

Instant help for agents

Agents can ask questions directly inside the workspace and get instant guidance without pausing the conversation.

AI report

Generate powerful reports in seconds

Supervisors and admins can request reports in plain language and instantly receive visual insights.

Natural language reporting

No filters or manual setup required.

Instant chart generation

Sales, leads, agent performance, and activity data.

Actionable insights

Spot performance gaps and opportunities immediately.

Custom time ranges

Analyze trends across any period.

Know exactly how your team is performing.

A line art image of folks in a call center. They are talking on their headset and sit in front of a computer.

Ready to run calls without chaos?

See how Hooked fits your team in a quick demo.