New · Recall Conversational Context Hub

Most CRMs start with an import. Recall starts with a hello.

Every record in Recall is born from a real conversation — and grows with every page viewed, every escalation raised, every cobrowse session, every note your team ever leaves. The customer record writes itself, one chat at a time.

Recall Contacts
3,418
Active Records · +24% MoM
Priya S. · One Record
Live chat down · todayCritical
Webhook 502s · Mar 14Resolved
📍 Page Nav · Live
5
Pages this session · Priya S.
Customer Records, Born of Chat
Every record begins with a real conversation — no forms, no imports, no manual entry.
📍
Page Navigation Intelligence
See every page they viewed before they asked — durations, behavioral notes, live tracking.
Escalations, Permanent
Auto-flagged by AI, prioritized, assigned, and threaded onto the record forever.
🎬
Cobrowse Recordings
Every screen-share captured and replayable — coaching gold and bulletproof receipts.
Module 01 · Customer Record
One record. Every signal.
Context Hub

The dossier writes itself.

Open any record in Recall and you don't see a CSV import — you see a living dossier. Identity, contact, full tech context, lifetime stats, and a status badge that tells your team in one glance whether to relax or reach for the phone.

  • Status framework.Healthy, Escalation Open, or Critical — never guess who's about to churn.
  • Tech context built-in.IP, OS, browser, screen, source site, queue. The data ops actually need.
  • Lifetime stats.Visits, chats, escalations, cobrowse sessions, first seen.
  • Operator sidebar.Filter by Active, Escalated, Cobrowse, or Resolved.
recall.chatbeacon.io / customers / priya-shah
Recall
ChatBeacon AIX · Chat-Originated CRM
8Customers
4Escalated
6Cobrowse
All 8Escalated 4Cobrowse 4Resolved 4
Active in Conversation4
PS
Priya Shah3 min
Cox Communications · Tulsa, OK
CriticalCobrowse
Flagged as Critical · Callback queued · Routed to on-c…
JS
John Smith2 min
Cox Communications · Tulsa, OK
Open
Looks like no one from that team is available right now…
PS
Priya Shah Critical
📧 livechatpro@gmail.com📞 —🏢 Cox Communications📍 Tulsa, Oklahoma, US
12
Total Visits
4
Total Chats
2
Escalations
1
Cobrowse
2025-11-18
First Seen
IP
98.172.252.10
OS
Macintosh
Browser
Chrome
Screen
1920×1050
Site
chatbeacon.io
Queue
Customer Service
Escalations
1 open
📞
Urgent Callback Request — Live Chat DownCriticalopen
Visitor reports their live chat is down and requested immediate follow-up. Production-impacting issue requiring prompt human review.
⚠ Callback🕐 3 min ago👤 Priya Shah
Webhook delivery failuresHighresolved
Bot couldn't resolve repeated webhook 502s; escalated to Tier 2 engineering.
⚠ Unresolved Issue🕐 Mar 14, 2026👤 Maya R.
📝
Notes
2 notes
Add a note about Priya Shah…
EWPosting as Eric Weber⌘+Enter to saveSave Note
EWEric WeberMay 6, 2026, 3:55 PM
wow.
Module 02 · Conversation History
Every word, kept.
💬 Threaded
Chat History · Priya Shah
💬
Chat History
3 sessions
Today · 2:14 PMLive chat down — urgent
botescalated
Mar 14 · 10:02 AMWebhook 502 troubleshooting
botagentescalated
AI Assistant
Hi Priya — looks like you're back. How can I help?
10:02 AM
My outbound webhooks are returning 502 from your edge.
10:03 AM
AI Assistant
Got it. I'm seeing a spike in 502s on your /events endpoint over the last 30 min. Looping in an engineer.
10:04 AM
Agent · Maya R.
Hi Priya, Maya here from Tier 2. We've identified a regional gateway issue — failover is rolling out now. ETA 15 min.
10:09 AM
Feb 02 · 4:41 PMInitial demo & onboarding questions
bot

No more “let me pull up your ticket"

Every chat your customer ever had — bot, agent, escalated, resolved — captured in full and threaded under their record. No re-explaining. Just open the record and read what was said.

  • Full transcripts.Bot, visitor, and agent turns clearly distinguished.
  • Session tagging.Bot, agent, escalated — filter your history by what mattered.
  • Auto-summarized.Every session gets a one-line title so the timeline reads at a glance.
  • Collapsible.Drill into the one that matters, leave the rest folded.
We said we'd never build a CRM. So we didn't. We built something different — a Conversational Context Hub — where the record begins with the conversation, captures every page they viewed, every escalation they raised, every cobrowse you ran together, and turns all of it into a single, living history of your relationship.
— The Recall manifesto
Module 04 · Escalations
Issues that can't get lost.
⚡ Real-time
Escalations · Priya Shah
Escalations
1 open
📞
Urgent Callback Request — Live Chat DownCriticalopen
Visitor reports their live chat is down and requested immediate follow-up. Production-impacting issue requiring prompt human review.
⚠ Callback🕐 3 min ago👤 Priya Shah
Webhook delivery failuresHighresolved
Bot couldn't resolve repeated webhook 502s; escalated to Tier 2 engineering.
⚠ Unresolved Issue🕐 Mar 14, 2026👤 Maya R.

The gap between chat and ticket — closed.

Every escalation lives on the customer's record forever — open, resolved, callback, low-confidence, unresolved. Priority and assignment are baked in. Nothing falls between the chat tool and the ticket queue, because there isn't a gap anymore.

  • Four types.Callback, Unresolved, Low Confidence, Resolved — each color-coded.
  • Priority + assignee.On every escalation. Critical items pulse red until they're owned.
  • AI auto-flagging.When the bot can't resolve, it escalates, summarizes, and routes in one move.
  • Permanent on the record.Closed issues stay searchable. Patterns become visible.
Module 05 · Notes & Pre-Chat Surveys
Memory that persists.
📝 Always-on

Context before and after.

Pre-chat surveys capture context before the conversation starts. Agent notes capture context after. Together they create durable institutional memory — so the next agent who picks up this customer doesn't start from scratch.

  • Per-chat surveys.Every conversation can have its own intake form, attached to the record.
  • Highlighted fields.Priority, urgency, and nature-of-question stand out automatically.
  • Authored notes.Timestamps, avatars, ⌘+Enter to save — no friction.
  • Persistent across sessions.Your team's collective memory, never erased.
Notes & Surveys · Priya Shah
📝
Notes
2 notes
Add a note about Priya Shah…
EWPosting as Eric Weber⌘+Enter to saveSave Note
EWEric WeberToday · 2:18 PM
Frustrated by gateway issues twice now — prioritize follow-up call within 24h after this resolves. Worth offering an SLA credit.
MRMaya R.Mar 14 · 10:14 AM
Walked Priya through webhook retry policy in cobrowse. He's an engineer — appreciates direct technical detail.
📋
Pre-Chat Survey
3 submissions
Today · 2:14 PM — Live chat down
Email
livechatpro@gmail.com
Company
Cox Communications
Priority
Urgent
Nature of Question
Live chat is down — production impact, need callback ASAP
Module 06 · Cobrowse Recordings
Every screen-share, replayable.
🎬 Recorded
Cobrowse Recordings · Priya Shah
🎬
Cobrowse Recordings
2 recordings
Webhook config review
Reviewed retry policy and signing-secret rotation. Edited webhook URL together.
📅 Mar 14 · 10:11 AM⏱ 08:32👤 Maya R.
Onboarding walkthrough — admin portal
Toured Dashboard, AI Training, and Queue Routing. Set up first chatbot persona together.
📅 Feb 02 · 4:48 PM⏱ 12:04👤 Eric W.

Coaching gold. Bulletproof receipts.

When a chat turns into a cobrowse session, Recall records it — so the moment your agent helped them through a webhook config or checkout flow lives forever on their record. Share with QA, training, or just refresh your own memory before the next call.

  • Auto-recording.When an agent initiates cobrowse — no extra steps.
  • Topic + agent + duration.On every recording. Filter by who, when, what.
  • Inline notes.Your agent can annotate what they did during the session.
  • Download or play in-place.Whichever fits the moment.
Vs. legacy CRMs

Built different on purpose.

HubSpot and Salesforce were built for a sales motion that started with a form. Recall was built for the one that starts with a question — and never stops capturing what happens next.

Recall Chat-Originated
Conversational Context Hub
HubSpot · Salesforce
Form-native CRMs
Where records start
From a real conversation
From a form, import, or manual entry
Conversation transcripts
Native — bot, agent, escalated, threaded under each record
Bolt-on chat tool with separate ticket history
Page navigation tracking
Every page, every session, with durations + behavioral notes
Aggregate analytics, not per-customer
Tech context (IP, OS, browser)
Built into every record
Custom fields you have to wire up yourself
Cobrowse session recordings
Recorded, attached, replayable
Not supported
Escalation tracking
Auto-flagged by AI · permanent on the record
Manual ticket creation, separate system
On-premise deployment
Yes — your servers, MS SQL, your data
Cloud-only
Mandatory onboarding fees
$0
$1,500 – $6,000+
Ready When You Are

Step into Recall.

Get early access to Recall and watch your context hub fill itself in — one real conversation at a time. Included with Grow & Scale plans, no onboarding fees, bidirectional sync to your existing CRM.

6
Modules per Record
0
Forms Required
100%
Conversation-Native
$0
Onboarding Fees
© 2026 ChatBeacon · Recall is a feature of ChatBeacon AIX · Made in the USA 🇺🇸