Walkthrough
How AI Take Call works
A complete walkthrough of every screen — from first launch to your AI handling its hundredth call.
Section 01
First launch: six guided steps
Permissions live where macOS expects them — the app walks you through each one and stops the moment something is missing. You can install the audio driver, grant Accessibility/Microphone/Contacts, then drop in your AI provider key.
Section 02
When someone calls you
Your AI assistant picks up on your iPhone number and streams the live transcript to your Mac. Each call ends with a one-line AI summary you can scan, and any new facts get saved into per-contact memory automatically. Below are real call scenarios captured from demo mode.
Dental office confirms an appointment
Bayview Dental calls to confirm Alex's cleaning. The AI answers as his assistant, confirms the time, notes he switched to Blue Shield this month, and commits the updated insurance card requirement to memory.
Amazon driver can't find the side gate
A delivery driver calls because of a fence. The AI explains the side gate location, hours, and where to leave the package — no signature needed.
Cold-call from a realtor
An unsolicited valuation pitch. The AI politely declines on Alex's behalf and asks to be removed from the outreach list — and saves the number as a known cold-caller.
School calls about a sick child
Lincoln Elementary needs a pickup. The AI confirms Sarah Morgan is on the approved list, arranges for her to be there by 1:45 PM, and notes what to bring.
Section 03
When you need to make a call
Type the goal into the dialer's AI guide field — "Book a 7:30 PM table for four at Bestia. One guest has a peanut allergy." — and the AI dials, navigates the conversation, and returns with the confirmation number on file. It handles retention pitches, IVR menus (via DTMF), and long forms without flinching.
Book a restaurant reservation
Bestia, Saturday 7:30 PM, party of four, peanut allergy flagged with the kitchen. Returns confirmation B-4471.
Cancel cable service
Calls Comcast, declines a $30/mo retention offer per your instructions, cancels only the cable TV line while keeping internet, and brings back cancellation # CXL-77831.
Schedule an annual physical
Books with Dr. Chen for Tuesday morning, confirms Blue Shield PPO is in-network, captures the 12-hour fasting instructions.
Place a delivery order
Calls Tony's Pizzeria for gluten-free pepperoni and margherita pies. Total $42.50 — when the line wants a full card number the AI hands the call back to you cleanly.
Section 04
What the live call looks like
When a call is in progress the window switches to a focused dark mode. You can mute the AI, tap into the keypad for IVR, toggle live listening at your monitor volume, or hang up — all from the Mac. Take over mid-sentence and the conversation context hands cleanly back to you.
Section 05
Contacts and per-number memory
Sidebar lists everyone who's called or been called, plus your macOS contacts. Open any one to see call history, AI settings just for that number (different model? different system prompt?), and the memory store the AI fills in across calls.
Section 06
Everything else lives in Settings
Four tabs: General (provider, voice, reasoning effort, VAD), Tools (built-in + MCP servers), AI Integration (one-toggle registration into Claude Code / Codex / Gemini CLI / Kiro / Claude Desktop), and Diagnostics (problem reports, log bundles).
Section 07
Dialer and AI guide
Type or paste a number; press the green button. When a number is staged, an AI guide field appears — type the goal of the call and the AI carries it out.
