Your phone, connected to bexio.

For businesses that work with bexio: Lena, your AI phone assistant, recognises callers by their number, answers from your bexio data and, on request, creates new contacts and enquiries directly in bexio.

Book an intro call Number copied Try it yourself: +41 61 539 19 53 Copy number

What the AI phone assistant does with bexio.

So no call ends up as a note on the desk and nobody has to retype anything.

  • Recognise callers

    When an existing customer calls, Lena finds them by phone number in bexio and greets them by name.

  • Give information

    During the call Lena accesses your bexio data, for example open invoices, orders or contact details, and answers without anyone having to look things up.

  • Create contacts

    On request Lena creates new callers as contacts in bexio, with name, company and callback number.

  • Capture enquiries and orders

    What the customer wants lands in bexio in a structured way instead of on a note. We agree in the intro call which entries make sense.

  • Send a summary

    After every call you receive a summary by email. Urgent matters are forwarded to you immediately.

Office where an order is captured directly on screen

Official bexio partner, listed in the bexio Marketplace.

Callwise is listed as an app in the bexio Marketplace. We set up the integration for you and look after it in ongoing operation.

  • Set up by usYou do not have to configure an interface. We connect Lena to your bexio account and test everything before go-live.
  • Only if you use bexioThe integration is meant for businesses that work with bexio themselves. Without bexio, Lena works with your calendar, your CRM or by email.
  • Securely connectedOfficial interface, access can be revoked at any time. Hosting in the EU, processing under GDPR and Swiss revFADP.

View Callwise in the bexio Marketplace

Thursday, 4:50 pm. The office has already left for the day.

A customer calls to place an order. Lena recognises them from bexio and captures everything completely.

CallThursday, 16:50

  1. Customer

    “Hello, this is Andrea Keller from Keller Treuhand. We would like the maintenance for our offices, like last year.”

  2. Lena

    “Hello Ms Keller. Is this again about the location on Seestrasse?”

  3. Customer

    “Yes, exactly. Ideally in the second half of November.”

  4. Lena

    “I have taken the order. The team will get back to you tomorrow with a proposed date.”

New enquirycreated in bexio · 16:52
Contact
Andrea Keller, Keller TreuhandExisting customer recognised
Request
Annual maintenance, Seestrasse location
Preferred
Second half of November

Example call. Names and details are fictional.

Setting up the bexio AI integration: how it works.

Lena is typically live within one to two weeks.

  • Intro call

    15 minutes online. We clarify which calls Lena takes and which entries should be created in bexio.

  • Build

    We set up Lena, connect her to bexio and your calendar and build the knowledge base.

  • Fine-tuning

    Joint test calls. We adjust wording and rules until everything fits.

  • Go-live and support

    Lena answers calls. Your personal contact in Switzerland stays available for adjustments.

Frequently asked questions about the bexio integration.

bexioDo I need bexio to use Callwise?

No. The bexio integration is meant for businesses that work with bexio themselves. Without bexio, Lena hands calls over to your calendar, your CRM or by structured email.

bexioWhat can Lena do in bexio?

Lena recognises existing customers by phone number, answers from your bexio data and, on request, creates new contacts and enquiries directly in bexio. We agree in the intro call which entries make sense for you.

bexioWhich package includes the bexio integration?

In the Starter package Lena recognises callers via bexio. From the Professional package she also creates entries in bexio.

bexioDo I have to set up the interface myself?

No. We set up the integration as part of the setup, test it with you and look after it in ongoing operation.

bexioWhere is the data processed?

Callwise hosts in the EU (Germany) and processes data under GDPR and Swiss revFADP.

bexioIs Callwise an official bexio app?

Yes. Callwise is listed in the bexio Marketplace and is an official bexio partner.

Setup, integration and support from Switzerland, included.

You do not just get an agent. We set up Lena, connect her to bexio and your other systems and look after her, with a personal contact in Switzerland.

See pricing