Suggested question
“Can we clarify the launch date? The signed plan says October.”
The signed implementation plan sets the launch for October.
Implementation plan/page 4
It knows what you agreed in March. You do not have to.
Call Ref listens to the call, pulls the commitments, pricing and objections out of your CRM, notes and contracts as they come up, and shows you the source for every one. When something contradicts the record, it hands you the question to ask.
Every card links to the document it came from. No citation, no card.
Halverd, renewal11:04
Nadia K.: We would start with the warehouse team, then widen it from there. Tom R.: And we agreed the launch would be in the new year. Nadia K.: Per-seat pricing is still the part we keep coming back to.
3 of 4 mentions matched to a source. 1 unmatched.
Every card shows its working
One click to the sentence it came from.
Sources behind this moment
Halverd, implementation plan
Signed 12 March 2026
3. Rollout
3.1 Environment provisioning completes within ten working days of signature.
Launch to the warehouse team is scheduled for October 2026.
3.3 Training sessions run in the two weeks preceding launch.
page 4 of 9
If Call Ref cannot point at a sentence, it does not put a card on your screen. There is no summarising, no inference and no confident guess.
It does not correct anyone
What it says, and what it does not say.
What a flag could look like
Example of what Call Ref does not do
INCORRECT: launch date is October, not new year.
What it actually shows
Suggested question
“Can we clarify the launch date? The signed plan says October.”
The signed implementation plan sets the launch for October.
Implementation plan/page 4
You are on a call with a customer. Nothing on your screen should make you flinch.
After the call
The record gets sharper, once a human agrees.
Draft recap / Halverd, renewal / 25 September
Decisions
- Renewal moves to 180,000 dollars annual, up from 120,000, subject to the seat count below.00:04:12
- Launch date unresolved. Tom said new year on the call, the signed plan says October.00:11:04
New commitments
- Send the revised pricing sheet with the volume break modelled.You, by 29 September
- Confirm warehouse headcount at rollout.Nadia K., by 02 October
Open questions
- Does the volume break at 150 seats still apply at the new renewal value?00:18:22
- Who signs off the launch date now that October is in question?00:11:40
Awaiting approval
Nothing is written until someone approves it. A copilot that edits the record on its own is how the record stops being worth reading.
Where it reads from
Four places, and what it takes from each.
CRM records
Deal values, seat counts, renewal dates and field history from Salesforce or HubSpot, with the last editor and date attached.
Call notes and transcripts
What was said on previous calls, quoted with its timestamp rather than paraphrased.
Email threads
Commitments and figures sent in writing, matched back to the message they came from.
Contracts and order forms
Signed terms, clause by clause, so a card can point at the sentence a customer signed.
Read-only everywhere except the recap, and only after approval.
What it will not do.
It will not speak, interrupt, or appear to the customer. It is a panel on your screen and nothing else.
It will not summarise what it cannot cite. Roughly a quarter of what gets said on a call has no supporting record, and it stays silent on all of it.
It will not write to your CRM without a human approving the words.
Suggested question
“Can we clarify the launch date? The signed plan says October.”
The signed implementation plan sets the launch for October.
Implementation plan/page 4
Shown at 11 minutes 04. Sourced to page 4 of the signed plan.
Watch it work on a real call.
Four minutes of a renewal conversation, every card it raised, and the one moment it had nothing to say.