Other AI agents forget callers. Yours won't.
Most AI answering services dump messy freeform text into your inbox. Dialbox captures structured data, recognizes returning callers, and sends clean information to your CRM. No manual cleanup. No "what did they mean by that?"
Dumb agents create work. Smart agents eliminate it.
Manual data entry & basic AI
- Every caller is a stranger
- Freeform notes like "yeah I guess next Tuesday works"
- You sort through "yep," "sure," and "absolutely" manually
- Data sits in one place, useless elsewhere
- Generic follow-ups that get ignored
Dialbox
- "Hi Sarah, I see you're a Gold member"
- Structured fields:
date: Tuesday,confirmed: yes - Alias matching normalizes all variations automatically
- Data flows to CRM, sheets, and campaigns
- Personalized outreach using actual conversation data
Callers speak naturally. Your database stays clean.
People don't talk in database fields. They say "yeah," "I've been coming here for years," and "just a trim." Dialbox understands what they mean and records structured values your systems can actually use.
"Yeah," "yep," "sure," and "absolutely" all become yes. Define once, apply everywhere.
"I've been coming here for years" becomes existing_customer. AI understands intent, not just keywords.
"Yeah, right away please" captures both yes and urgent in their respective fields.
Unexpected responses keep their original text. Review them later and add new aliases if needed.
Alias Matching in Action
yes, urgent existing haircut no Know who's calling before they say a word
Import your existing customers or let Dialbox build your database from every interaction. When someone calls, AI already knows who they are, what they've discussed before, and how to help them.
Upload a CSV, map your columns, and your customer list is ready. Validation catches bad phone numbers and emails.
"Hi Sarah, good to hear from you again." Callers feel recognized, not processed.
VIP status, service preferences, policy numbers, membership tiers. Track what matters to your business.
Every call, message, and appointment linked to the contact. See what was discussed and what actions were taken.
Ready to stop cleaning up data manually?
Define once. Use everywhere.
Create a custom field with its options, aliases, and output labels one time. Use it across message taking, appointment booking, and conversation flows. Update in one place, changes apply everywhere.
Yes/No/Maybe, Urgency Level, New/Existing Customer. Common fields with aliases already configured.
"Are you interested in haircut, coloring, or styling?" Works even when callers say "color job" or "just a trim."
Send "Policy #" to your Google Sheet instead of "policyNumber." Match your existing column names.
Yes/No/Maybe
"yeah," "nope," "let me think"
Urgency Level
"ASAP," "whenever," "no rush"
Customer Type
"first time," "been here before"
Clean data lands exactly where you need it
Collected data flows to your CRM, spreadsheets, and marketing tools automatically. Alias matching normalizes everything before it leaves Dialbox. "Yeah" becomes "yes" before it hits your webhook.
Push contact data and call outcomes to HubSpot, Salesforce, or any system with a webhook endpoint.
Append rows automatically after each call. All collected fields mapped to your spreadsheet columns.
Every custom field becomes a merge tag. "Hi {firstName}, you mentioned interest in {serviceInterest}..."
Same clean data in your CRM, your sheets, and your campaigns. Consistency without manual work.
How businesses use smart data collection
Insurance Agency
Collect policy numbers, claim types, and incident details during intake. "Car accident" and "fender bender" both become auto. Route to the right adjuster without manual triage.
Medical Practice
New vs. existing patient detection flows to scheduling. "I need to be seen today" triggers urgent protocol. "Just a routine checkup" gets standard availability.
Service Business
Service selection during booking enables staff allocation before arrival. Know whether to dispatch a plumber or electrician from the caller's description.
Property Management
Maintenance categorization (plumbing/electrical/HVAC) routes work orders to qualified technicians. Urgency detection ensures burst pipes get immediate attention.
Common questions
How does alias matching work?
When a caller says 'yeah', 'yep', or 'sure', the system automatically normalizes these to 'yes' based on your configured aliases. You define the mappings once, and AI applies them consistently across all calls. No manual cleanup required.
Can I import my existing customer list?
Yes. Upload a CSV with up to 10,000 contacts at once. Map your columns to Dialbox fields during import. Choose how to handle duplicates: skip them, update existing records, or create new ones.
How do custom fields appear in webhooks?
You control the output labels. If your Google Sheet expects 'Policy #' but your field is named 'policyNumber', set the output label to match. Data flows to your systems in exactly the format they expect.
What happens if data doesn't match any alias?
The original response is preserved. If a caller says something unexpected, you get their exact words rather than an incorrect match. You can review these and add new aliases to improve future matching.
Can I use collected data in follow-up campaigns?
Yes. Every custom field becomes a merge tag for SMS and voice campaigns. Ask 'What service interests you?' during a call, then personalize follow-ups with that exact answer.
How many custom fields can I create?
Depends on your plan. Starter includes 10, Scale includes 50, and Growth includes 100. All plans get alias matching. Choice questions and campaign merge tags require Scale or higher.
Start capturing
clean data
Import your contacts, configure your fields, and let every call build your database automatically.
New Lead - Sarah Mitchell
(416) 555-0189 · 2 min call
AI Summary
Homeowner needs emergency furnace repair. Unit making loud noise and not heating. Available tomorrow morning. Wants callback within the hour.