01
A cloud PBX on every plan
- Order local numbers, give each user an extension, and connect desk phones, the desktop app and mobile apps over SIP.
- Every licensed user adds one concurrent channel each way to the organization pool, and call forwarding is included.
- Domestic and toll-free calling ride with the seat, and inbound calls to a user’s number are not metered per minute.

02
Voicemail, IVR and call rules
- Every user gets their own voicemail, and menus build an auto-attendant that can nest levels deep.
- Inbound and outbound rules route calls by schedule, caller and destination — the same rules engine across the board.
- Recorded announcements play custom greetings on any path a rule can build.
03
Know who is calling before you answer
- The caller ID screen-pop pulls up the caller’s CRM record for every agent the call rings.
- CNAM caller-name lookups are covered on licensed users’ calls, with a 500-lookup pool each billing period for the rest.
04
AI that answers, routes and books
- On Automate, a production AI phone agent answers calls, takes messages, books appointments and transfers to a human with the transcript in hand.
- After-hours AI routing compiles from one policy onto your existing schedules and inbound rules, so nights and weekends answer themselves.

05
Recording and reporting
- Every plan carries the dashboard and activity reporting; Engage and above add call and queue reporting, where call recordings are played back.
- Turn on auto-record in VoIP settings and calls are captured with playback links on their call records.
Which plan
Every plan carries the phone system.
Connect
$35 /user/mo
billed monthly
14-day free trial
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
FAQ
Questions about the phone system.
Each licensed user includes a local number, one concurrent channel each way, voicemail, and a share of the organization’s 2,000 pooled outbound minutes per user at or below your included-call rate.
No. The desktop and mobile apps are full softphones over SIP, and supported desk phones connect the same way if you prefer hardware.
Connect and Engage include a 14-day free trial — card required, $0 today. Automate has no trial because its AI voice and browser minutes are metered cost from day one.
AI phone agents and after-hours AI routing are part of Automate. Connect and Engage carry the full PBX with human answering.
