Follow one call from the first ring to the pipeline.

Pick a fictional business and call it as a customer. Type or speak whatever you would say, and watch the records your team would see build beside the call. When you hang up, follow that customer through the contact card, the call note, the transcript, the calendar and the pipeline stage the call leads to. It is a simulation, and what you type into the call stays in your browser.

What one phone call leaves behind

A call is only half done when the caller hangs up. Someone on your team has to be able to pick it up later without calling the customer back to ask the same questions again. In this demo every call leaves the same set of records: a contact with the name, number and address the caller gave, a short call note, the full transcript, the appointment if one was booked, the handoff summary if the call went to a person, and a pipeline stage.

Here each record is built from what was said on the call, so the transcript and the records cannot disagree. If the caller corrects their number halfway through, the contact shows the corrected number and marks it as corrected.

How the pipeline stage is chosen here

The demo places each customer in one of three stages, based only on how the call ended:

  • Booked: an appointment is on the calendar, and the note says what for and when.
  • Needs a callback: a summary or a message is waiting for someone on the team, because the call was urgent, the caller asked for a person, or the job is one the business schedules itself.
  • New lead: the caller left a name or number, but nothing was booked and nothing is waiting for a callback, for example after a question about hours or a call that ended early. A caller handed to a person during the call also starts here, since that person decides the next step.

What is set up for each business

Chleb's CRM is a branded workspace built on HighLevel. It holds your contacts, pipelines with deal stages and a booking calendar. Your own pipeline and its stages are set up when the Chleb team builds your account. What arrives there from a call depends on your plan and your setup:

  • The questions the receptionist asks, such as the service address or whether the caller is new, follow your services and are set up with you.
  • Who receives urgent calls and handoffs is agreed with you and tried on test calls before your number goes live.
  • In the Front Office Bundle, callers become tracked contacts and the CRM is connected to live call data. The CRM plan on its own does not include call answering.
  • The receptionist plans support call recordings and transcripts when enabled and subject to applicable notice or consent. Confirm record availability and export terms for your account.
  • Missed-call text-back is on all three plans. Confirm which unanswered or dropped calls trigger it, the sender number, registration and consent requirements. Test delivery with your actual phone setup; forwarding a voice call alone does not establish SMS sender identity.

What this demo does not show

It does not show texts or emails sent to the caller after the call, reminders, or connections to other software, and this page does not claim them. Ask about those on a demo call, where the Chleb team checks your current tools before promising anything. The calendar is a sample, and its week view shows only the booking from your call.

Which plan puts the call in the CRM

The CRM plan is $297 a month and includes pipelines, the booking calendar and missed-call text-back, but no call answering. AI Receptionist + Chatbot is $899 a month and includes 24/7 call answering, booking through a connected calendar, and recording and transcript features subject to enabled settings and applicable notice or consent. The Front Office Bundle is $997 a month and connects the two: callers become tracked contacts in the CRM, and the CRM is connected to live call data. Usage such as call minutes is billed separately at carrier cost with no Chleb markup.

Who owns the records

Chleb's published FAQ states that client call and booking records belong to the client; the Terms separately cover proprietary tools and workflows. Before signing, confirm which records are available in your dashboard, export formats and timing, access after cancellation, retention and deletion. Chleb does not sell your data, and does not reuse your call data across other clients or to train public AI models without your permission.

What this demo is and is not

The call is a simulation that runs in your browser with fixed rules. It shows the kind of call flow Chleb sets up, but it is not the production receptionist, and it understands only the phrasings its rules cover. In this demo the receptionist offers only open times on a sample calendar, reads the details back before booking, and sends urgent calls to a person. The businesses and callers are fictional.

What you type into the call stays on this page. If you press Speak, your browser's speech service may send the audio to its maker to turn it into text, and Read replies aloud may use an online voice when your device has none of its own. The optional note to the team is sent only when you press Send.

To hear the live voice agent, call (813) 694-8671, where Chleb's own AI receptionist answers.

Questions buyers ask

Is this the real Chleb CRM?

No. It is a sandbox built from the simulated call, to show the kind of records a call leaves. The real CRM is a branded workspace built on HighLevel, and the Chleb team builds your account.

Does every caller become a contact?

The Front Office Bundle is designed to connect call activity to CRM contacts. Test record creation, matching and duplicate handling in your account, including a caller who withholds contact details. The CRM plan alone does not include call answering.

Can I export my call records?

Chleb's FAQ states that client call and booking records belong to the client. Confirm available records, export formats and timing, access after cancellation, retention and deletion in your agreement; proprietary tools and workflows are a separate matter.

Why does a call handed to a person land in New lead?

Because a person took over during the call and decides what happens next. In this demo, Needs a callback is for calls that ended with a summary or a message waiting for someone on the team.

Sources

  1. Chleb AI plans and pricing: what each plan includes and how usage is billed, read 2026-10-08
  2. Chleb AI questions and answers: the HighLevel CRM, the Front Office Bundle, recordings, transcripts and data ownership, read 2026-10-08
  3. Chleb AI solutions: missed-call recovery capability; confirm sender identity and delivery for your setup, read 2026-09-28

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