Call logs and recordings

OpenPhone keeps a record of every call, its duration, direction, and any recording or voicemail. A Beam agent reads new call entries as they close, applies your rule about follow-up windows or missed-call handling, and updates the linked contact or creates a task where one is warranted. Calls from unknown numbers, flagged accounts, or those with unclear next steps route to a person rather than triggering an automatic reply. The agent writes only where your connector and permissions allow, so call history stays accurate and follow-ups happen without someone re-reading every log.

Text messaging

OpenPhone sends and receives SMS from your business numbers, keeping each thread with its contact. A Beam agent reads incoming texts, links them to the right record, and applies an approved rule to draft or post a reply, note the exchange, or open a task. Messages that ask for something outside the rule, come from a sensitive contact, or read as upset are held for a person to answer directly. Nothing goes out beyond what your account permits, so routine confirmations and reminders move quickly while judgment calls stay with the team.

Shared numbers and contacts

Shared numbers and a common contact list let a team work one line together in OpenPhone. A Beam agent watches for new activity on a shared number, reads the contact and thread, and applies your rule for assignment, tagging, or status before updating the record or notifying the owner. Threads that need a decision, involve a VIP, or lack an obvious owner are routed to a person. The agent updates only fields your permissions cover, keeping the shared inbox tidy and letting people focus on conversations that actually need a human voice.