Data & Knowledge AI
Every call summarized. Every document searchable.
Middlesurf transcribes and summarizes your calls into your CRM, shows you why people call, and gives your team an assistant that answers questions from your own documents.
The problem
The answers are in your calls and files. Nobody has time to dig.
A client calls about their file and asks what was agreed last month. The CRM note says “called, discussed.” The policy that answers their question is in a shared drive, in a folder someone named “Final_v3.”
Meanwhile nobody can say why call volume doubles on Mondays, or which question your front desk answers over and over. The information exists, but nobody can get at it quickly.
What it does
What it does
Transcribes every call.
Recorded calls and AI agent calls become searchable text, in English, French and many other languages, with the caller and your staff shown separately.
Writes summaries to your CRM.
Reason for the call, outcome, next steps and follow-up dates are added to the right contact record automatically, so nobody has to type notes after hanging up.
Shows you why people call.
Top reasons for calling, peak hours, missed-call patterns, outcomes, and the questions your AI agent couldn’t answer.
Lets you search your calls.
“Every call this month where someone asked about Saturday hours” takes seconds, not an afternoon of listening.
Gives staff an assistant over your documents.
They ask a question in plain language and get an answer with a link to the source document, so they can check it. It respects who is allowed to see what.
Masks and deletes on your schedule.
Sensitive details such as card numbers can be masked in transcripts, retention periods are yours to set, and records are deleted on request.
How it works
How it works
Sources.
Call recordings from your phone system and AI agents, plus the documents you choose: policies, manuals, procedures, past proposals.
Processing.
Calls are transcribed and summarized and your documents indexed, and the results are stored on Middlesurf’s own servers in Canada.
Outputs.
Notes on CRM records, a dashboard of call trends, and an assistant your staff can ask questions.
Ongoing care.
As documents change, the assistant’s index is refreshed. We tune vocabulary for your industry’s terms and names.
Integrations
Works with where your information lives
We connect Data & Knowledge AI to your phone system, CRM and document storage.
Want call summaries, hot leads and the document assistant on your team’s phones? We build them into AI-powered web and mobile apps. AI Apps
- Phone systemsAsterisk / FreePBX and other systems that can export call recordings
- CRMsHubSpot, Salesforce
- Practice and matter softwareJane App, Dentrix, Clio
- DocumentsMicrosoft 365 (SharePoint, OneDrive), Google Drive, network file shares, PDFs and Word files
- Assistant accessWeb browser, Microsoft Teams
Try it by phone
Hear it answer from what it knows.
Call our main line and ask our own AI assistant about Middlesurf. It answers from what it knows about our services, the same way an agent we build answers from yours.
Our AI assistant answers in English, French and many other languages. It can take a message, pass on your request for a call with our team, or put you through to a person.
FAQ