QUBBY AI · Enterprise Voice Intelligence
An AI that answers the phone,
not just one that talks.
Qubby turns every call your business handles into an AI employee that answers, dials, looks things up, and files records — picking up incoming calls, running batch outbound, transferring to a human when busy, capturing leads mid-call, and even reading your internal systems to fetch data on its own.
01 — AI IP Phone · The Phone Brain
Put AI inside the phone — your phone's new brain
At the core of Qubby is the AI IP Phone — AI built directly into a SIP phone to become the brain of your phone system. It comes online like a standard IP handset, can dial out proactively, decide how to route incoming calls, understand the conversation, look up data, and transfer to a human. It registers to your on-premise PBX, your Cloud PBX, or connects directly to a carrier SIP Trunk; and because it's a fully compliant SIP endpoint, it travels the phone system's standard channels and won't be blocked by firewalls or security policies.
- AI = the phone brain — fused with a SIP phone to dial out, route incoming calls, converse and look up data, and transfer to a human, all in one endpoint.
- Three ways to connect — existing on-premise PBX (SDX / iPECS), Cloud PBX, or carrier SIP Trunk, all supported with no hardware changes.
- Never blocked by security — comes online as a standard, compliant SIP endpoint on existing channels; no special firewall rules, never stopped by security policies.
- Nearby data centers — multiple regions including Taiwan and Thailand; the AI runs in the data center closest to you for low latency and stable calls.
Three Products
One phone brain, three roles to choose from.
All three are built on that same "phone brain." Whether you want a pure call-transfer receptionist, a service agent that looks up data and captures leads, or proactive outbound surveys — pick a role, give it your data, and it's live.
AI Smart Receptionist
Answers every call, asks clearly who they're after, checks the directory, and auto-transfers to the right person. Pure transfer, no documents, live in 5 minutes.
AI Smart Service
Reads your data to answer customers, integrates your CRM and APIs to check orders / members in real time, captures leads along the way, and runs batch outbound. The most complete flagship role.
AI Auto-Survey
Uses CS capabilities for outbound surveys — dials out, asks question by question, skips by answer, and auto-compiles a summary. Works for satisfaction, market research, and follow-ups.
02 — AI Smart Receptionist · How It Works
Once a call connects, how it finds the right person
The smart receptionist isn't a touch-tone menu; it's a real-time voice conversation: the caller simply says who they're looking for, the AI transcribes the speech instantly and runs a fuzzy match against your directory, locks onto an extension, and transfers through your existing PBX. Below is the four-stage journey a call actually takes through the system.
- No extension needed — matching uses Chinese word segmentation + keywords, so saying "find sales" or "a warranty issue" still reaches the right person in "Sales / Repair."
- No wrong transfers on shared names — two people with the same name but different extensions are distinguished by department / title / alias / keyword to pick the correct one.
- Fallback when not found — if no person is found, it takes a message or routes to a default extension instead of leaving the caller hanging.
- Bulk directory import — Excel / Word / PDF / photos all have their fields recognized, including department, keywords, and aliases.
The four stages of an incoming call in the system
03 — Human Transfer · Two Methods
Two ways to reach a human — does the line stay busy?
Continuing on: once the receptionist finds the right person, how does it hand the call over? Two methods — both work for incoming phone calls and web voice service. Conference bridging (ConfBridge) pulls both parties into one call with the AI staying on the line; line transfer (REFER) asks the PBX to connect the caller straight to the extension while the AI drops out. The difference is call resources — when lines are limited, REFER frees the line once the transfer completes.
- Bridging — the AI can record the whole call and step back in when needed; the trade-off is holding a line.
- Transfer (REFER) — after handing off to the extension the AI fully drops out, holding no line, ideal for PBXs with limited lines.
- Auto-selected by PBX capability — configurable in the backend; it also plays a ringback and confirms the extension is available before transferring.
A Conference bridge
B Line transfer
04 — AI Smart Service · How It Works
Its answers are "looked up" from your own documents
This isn't just a chatbot. After you upload product manuals, PDFs, or your website, Qubby splits the content into chunks and converts them into vectors to build a knowledge base. When a customer asks a question, it uses semantic search (meaning, not keyword matching) to find the most relevant passage with a confidence score; it answers from that passage only when confident enough, and says it doesn't know and transfers to a human when confidence is low — so it never makes things up.
- Meaning over wording — asking "what do I do if it's broken" still matches "repair request process."
- Confidence threshold — every match has a score; below the threshold it would rather say it doesn't know than guess.
- Manageable data — multi-file knowledge bases can be toggled file by file, updated to new versions, and traced to which document answered.
- One setup, many channels — the same service agent works on the phone, web voice, and web text chat at once.
05 — Knowledge Base × IVR Flow · Auto-Assembly
Your data grows into a brain — and a flow
Feeding it data is flexible: paste one URL to deep-crawl the whole site, or upload large batches of mixed-format documents (PDF, Word, Excel, PPT, images, plain text). The system adapts to the content — deciding whether to split into multiple knowledge bases, auto-running scenario classification, then automatically assembling the whole conversation into a runnable flow node graph: Router, KB lookup, API integration, lead capture, transfer, end.
- Deep website crawler — paste one URL to grab the whole site; content is auto-chunked, vectorized, and ingested.
- Mixed-format batches — PDF / Word / Excel / PPT / images / plain text all read in.
- Adaptive scenario classification — as content grows it auto-splits into multiple scenario KBs (product / warranty / returns) for more accurate lookups.
- Auto-assembled flow — Router, KB, API, Lead Capture, Transfer, and End nodes are wired automatically into one flowchart.
Auto-assembled into an IVR Flow
06 — Deep Website Crawler · How It Works
Even JavaScript SPA sites — fully captured
Many sites don't hard-code their content in HTML — it's "rendered" in the browser by JavaScript (SPAs like React or Vue). Ordinary crawlers grab only the raw HTML and see an empty shell. Qubby uses a headless browser that, like a real person opening a page, runs the JavaScript and waits for dynamic content to render before capturing it — so no matter how the site is built, the content comes through.
- Headless browser rendering — runs JS and waits for AJAX and dynamic content to load before reading, missing no SPA content.
- Deep site exploration — follows links from the homepage layer by layer across the whole site, auto-deduplicating and staying within the same domain.
- Noise removal — automatically filters out nav bars, footers, and ads, keeping only the main text.
- Any format — static HTML, SPAs, infinite scroll, and multilingual pages all handled.
07 — AI Design Engine · Built by Conversation
No tools to learn — just talk to change your agent
Behind every service role is an AI conversational reasoning engine helping you design it. Whatever issue you hit or feature you want to add, just say it in plain language — "the greeting is too formal," "add a question about budget," "read in this new PDF too" — and the engine reasons out what you mean and adjusts the settings automatically: adding nodes, editing prompts, importing files, tuning tone. You never touch the flowchart.
- Just talk — no need to understand flowcharts or write prompts; state what you need and it gets it.
- Auto-applied — add nodes, change tone, import data, reasoned out in one pass and live the moment it's done.
- Test as you go — after a change, place a test call right in the browser to confirm; if it's off, say one more line.
- Traceable — every adjustment is logged, so you know exactly what it changed.
08 — AI Reasoning · Process Docs Auto-Turned into APIs
Hand it your API docs — it learns to query your systems
That same reasoning engine can also read your systems. Hand it your API docs (or a process spec, or OpenAPI) along with credentials, and the AI automatically reasons them into individual callable tools — which endpoint, what parameters, how to authenticate. Mid-call, when a customer asks "where's my order," the AI calls your CRM / order system in real time to find the answer and speak it back. MCP servers are supported too.
- No coding — upload the docs and it auto-groups endpoints and detects the auth method, no engineer to wire it up.
- Real-time real data — check orders, members, inventory, appointments; it speaks the actual data in the system right now.
- Auto member recognition — matches by phone / member ID, so on incoming calls it knows who it is and can recite their details.
09 — Lead Capture · Conversational Data Collection
When it's time to collect data, it asks on its own
Once you set up "which scenario, which fields," the AI asks the customer for the data in order, naturally within the conversation — not a cold form, but one question at a time. Scenarios can be anything: appointments, messages, quote requests, event sign-ups… each collecting different fields. The phone number is pulled automatically from the call itself, so the customer never has to give it.
- Scenario-triggered — the moment a customer signals intent (wants to book / interested), it launches the matching lead capture.
- Asks in order — one item at a time, filling whatever's missing, so the conversation stays natural, not stiff.
- Multi-scenario, multi-form — appointments, messages, quotes each get their own fields; with a date field it can even check a calendar.
- Auto-filing — phone auto-filled, and the list exports to Excel in one click.
10 — AI Auto-Survey · How It Works
It decides the next question based on the answer
Drop in your survey document and the AI automatically detects question types (single-choice / open-ended / rating) and options, laying them out into a branchable flowchart. Once the outbound call connects it asks question by question, deciding which question to jump to based on the answer — if they're satisfied it asks whether they'd recommend, if not it probes the reason — then compiles everything into a summary and files it.
- Conditional skips — in one survey, different people take different paths and aren't asked irrelevant questions.
- Randomized question sets — question order can be shuffled to reduce order bias.
- Open-ended understood too — not just button-presses; respondents speak freely and the AI distills the key points.
- Exportable results — per-response answers + summaries, downloadable as CSV / reports.
11 — Batch Outbound Campaigns · How It Works
One list, the scheduler dials every call automatically
Import a list, set the calling hours, and the scheduler runs automatically. How many calls at once = how many extensions you check (one call per extension); every call detects whether it truly connected or hit voicemail and reports the classified result in real time. Calls that don't get through are auto-redialed by the rules you set.
- Only true connects count — detects ringing / SIP signaling to judge pickup, never treating voicemail as a person.
- Redial control — ring duration, redial interval, max attempts, and numbers per person are all configurable.
- Variable-driven greetings — {{name}}{{title}} pulled from the list, and different greetings can play by category.
- API-triggered — external systems can call a single outbound (appointment reminders, notifications), triggered in real time.
12 — Outbound Personalization · CRM × Dynamic Greetings
Everyone hears the line tailored just for them
Lists can be imported straight from your CRM (or triggered one by one in real time via API). Write the greeting as a template with variables like {{name}}{{title}}, and each person's details are filled in automatically at dial time. Going further: based on the category in the list, one campaign can run different greetings, different flows, and collect different fields for different people — VIPs hear priority service, regular customers get a satisfaction survey.
- CRM integration & import — lists come in from your CRM / Excel, or trigger a single outbound in real time via API.
- {{variable}} dynamic greetings — {{name}}, {{title}} and more filled in automatically; missing values are left blank, no errors.
- Category branching — by the category field, pick different greetings / take different flows / collect different fields.
- One campaign, many scenarios — cold-snap check-ins, typhoon notices, renewal reminders… one campaign handled separately by category.
13 — Web Service · One-Line Embed
The same AI, lives on your website too
Not just the phone. Paste one line of <script> into your site and a service widget floats up in the bottom-right; or just share a public link. Visitors can chat with it by voice or text, backed by the same role and the same knowledge base. When it needs a human, the web conversation transfers straight to a specialist's extension on your PBX.
- One-line embed — floating bubble or inline; login and mic permission are handled by us, no allowlisting and no backend changes for you.
- Voice + text dual mode — speak or type, the same AI and the same data.
- Seamless handoff to a human — web voice transfers to a specialist using the same bridging / REFER mechanism as the phone.
- Your brand colors — public links, widgets, and share pages unified visually.
14 — Human-Agent Notifications · Chrome Extension
Hand off to a specialist — with the full context
The human-agent Chrome extension is now live. Specialists log in with their account and bind their own extension. When the AI transfers a call to that extension, the extension pops an instant notification, pushing the customer name, phone, AI conversation summary, and transfer reason to the specialist — so the moment they pick up they know what the customer just discussed with the AI and why it's being transferred, no need to start over.
- Extension binding — specialist logs in with account + extension (ext); when the AI transfers to that extension, the notification arrives.
- Full context delivered — customer name, phone, AI conversation summary, and transfer reason, all at once.
- Seamless takeover — the specialist needn't re-ask, just continues from where the AI left off.
15 — WebCall · Multi-Entry Voice (WebRTC)
Web, Line, or App — reach the AI by voice in one tap
Beyond embedding on your site, Qubby also lets users call the AI directly by voice — from the web, Line (LIFF), or your App, one tap connects over WebRTC in 16kHz wideband HD audio (clearer than a regular phone). When the customer needs a human, the AI transfers this web call to a real specialist's extension on your PBX, just as seamlessly as a phone call.
- Multiple entries — web, Line LIFF, and App can all start a voice call; users need no phone and no dialing.
- Direct WebRTC — native real-time voice in the browser / App, no plugin, no download.
- 16kHz wideband HD audio — far clearer than an 8kHz PSTN phone, sounding more natural.
- Transfer to an extension — when needed, route the web call to a real internal PBX extension, integrated with your existing PBX.
16 — Call Records · Transcripts · AI Summaries
Every call — seen, heard, and understood
Every call (incoming, outbound, web) automatically leaves a recording and transcribes the conversation to text. If a transfer to a human goes through ConfBridge, even the specialist-and-customer conversation is recorded and transcribed. The AI then generates a summary and intent analysis for each call and can apply tags to classify them — total usage and outcomes at a glance.
- Full recording + transcript — every call replayable (1–2x), speech-to-text with a correctable transcript.
- Human conversation recorded too — after a ConfBridge transfer, the specialist ↔ customer conversation is recorded and transcribed by segment.
- AI summary + intent — auto-generated summary, with intent / outcome / sentiment judged.
- Tags + dashboard — custom tags for classification; KPIs, usage, and end reasons at a glance.
Plans & Pricing
Two plans, priced by "seat"
Pick one based on whether you want a pure transfer receptionist or a service agent that looks up data and captures leads. Pricing is by seat (how many concurrent lines) — open as many as you use.
- Answer, ask who they want, look up the directory and transfer
- Same-name / not-found fallback handling
- Full recording · transcript · AI summary
- KB Q&A / lead capture / API integration
- Outbound campaigns / surveys
- Includes all AI Receptionist features
- KB Q&A (RAG, grounded answers)
- In-call lead capture · list export
- API / MCP integration (orders, members…)
- Batch outbound campaigns · automated surveys
Overseas converted by local currency (USD basis: receptionist seat $15, service seat $200, overage $0.1/min) · Actual plan per quote
Want to hear how it answers your calls?
Give us 30 minutes and a specialist will walk you through your real scenario — watch the AI answer the call, look up data, and transfer to a human, end to end.
Book a consultation