Watch how the softphone eliminates tab-switching and keeps every member conversation in one place.
You're in the inquiries dashboard. The question is right there. The member's number is right there.
Copy. Paste into your phone system. Switch tabs. Take the call. Come back. Type what happened.
There's a better way.
We Heard The Feedback
Inquiries resolve thousands of member questions automatically. AI handles the callback. Tracks the resolution. Works great.
But some questions need a real conversation. Follow-ups. Nuanced explanations. The human touch.
That's when you told us:
- "I keep my phone system open in another tab"
- "The call history doesn't sync back to careCycle"
- "I'm tracking the same member across three systems"
Your member's full story should live in one place. Not scattered.
What Changes Today
See a manual inquiry. Click Call right there in the dashboard.
The softphone dials. Your member picks up. You talk.
While you're talking:
- Every word gets transcribed
- The recording saves to the inquiry
- Resolution status updates automatically
- The member timeline grows
When the call ends, you're done. No logging. No switching tabs. The inquiry is resolved. The history is complete.
Why This Matters
Your agents move faster. No tab switching. No manual logging. Click. Talk. Done.
Your data stays complete. Every conversation tracked. No gaps in the member story. When they call back, you see everything.
AI gets smarter. It learns from real conversations. It becomes a better teammate.
You stay compliant. Every call recorded. Every interaction documented. Audit trail built automatically.
When Members Call You Back
You control the routing:
- Send calls to specific agents
- Route to AI assistants after hours
- Set custom rules by inquiry type
One platform. Your rules.
See It In Action
Member calls confused about insulin costs. AI creates an inquiry. Realizes it needs a human touch.
The old way: Copy number. Switch to phone system. Call. Hang up. Switch back. Type summary. Mark resolved.
The new way: Click Call. Answer question. Done. (AI transcribes everything.)
The inquiry closes automatically. The transcript saves. Next time this member has a question, whoever helps them sees the full context.
Ready To See It In Your Workflow?
The softphone is live. Book 30 minutes to see how it fits your team's process.
Book a demo below→ See the softphone in action with your inquiries
Simple, practical insights. Straight to your inbox.


