Retellio

AI agents that turn recorded customer calls into routed insights

Intermediate
Screenshot of Retellio, AI agents that turn recorded customer calls into routed insights

What is Retellio?

Retellio analyzes recorded customer calls with AI agents, surfacing churn and deal risk, executive summaries and deal intelligence, then routing findings into Slack and other tools. Built for product and revenue teams already recording calls through Gong, Zoom, HubSpot or Salesforce.

Retellio is a call analysis platform built for product and revenue teams that sit on large archives of recorded customer conversations. Its AI agents read through call recordings and surface the themes, commitments and risk signals buried in them, so a team does not need to listen to hours of audio to learn what customers actually said. The pitch is scale: thousands of calls processed in seconds rather than sampled one at a time. The product is organized around four outputs. Early Risk Detection watches for churn and deal risk signals and pushes them into Slack before they show up in the numbers. Executive Briefs condense call activity into high level summaries aimed at leaders who will not listen to raw recordings. Deal Intelligence analyzes each deal in real time to expose stalled opportunities, hidden risks and missed commitments. Automated Workflows then route the resulting insights to the right people, open tickets and trigger follow up actions without manual handling. The intended user is a product, sales or revenue operations team already recording calls through a platform such as Gong or Zoom, with CRM data in HubSpot or Salesforce and a team working in Slack. Setup is described as a same day process: connect the sources, configure prompts and routing, then let insights arrive in the channels where people already work. Customers quoted on the site describe assigning segments to calls through custom prompts and receiving the result in Slack, and using podcast style recaps of calls to act quickly. Retellio belongs to the conversation intelligence tier alongside call recording and revenue intelligence suites, but its emphasis is on agentic research over dashboards. It is SOC 2 Type II compliant and encrypts stored data. Buyers should note that the site now redirects its positioning toward Verlo, an AI assistant for financial advisors, and that pricing is not published; engagement runs through a demo booking. Teams wanting transparent self serve pricing or a free tier will need to look at alternatives.

How do you use Retellio?

  1. 1Book a demo and scope your call sources
    Retellio has no self serve signup, so the first step is a demo call. Come prepared with which recording platform holds your calls and which team will consume the insights.
    Retellio — Book a demo and scope your call sources
  2. 2Connect call, CRM and messaging tools
    Once onboarded, connect the recording source (for example Gong or Zoom), the CRM (HubSpot or Salesforce) and Slack. The site describes the full connect and configure cycle as a single day.
  3. 3Configure prompts and call segmentation
    Define custom prompts that classify calls and assign segments, so the agents know which themes, risks and commitments matter to your business.
  4. 4Set routing and automated workflows
    Decide where each insight type lands: risk signals to a Slack channel, briefs to executives, deal flags to the owning rep, and tickets created automatically where needed.
  5. 5Review a case study while you evaluate
    Read how Macabacus, FactoryFix and StackHawk deployed the product to judge whether their call volume and team shape resemble yours.
    Retellio — Review a case study while you evaluate
  6. 6Audit delivered insights and tune
    After the first weeks, compare what the agents surfaced against what the team already knew, and adjust prompts and routing rules to cut noise.

Pros and cons

Pros

  • Covers several analysis jobs in one product: risk detection, executive briefs, deal intelligence and automated routingAI
  • Slack delivery puts insights where sales and product teams already work rather than in another dashboardAI
  • Custom prompts let teams segment and classify calls to match their own definitionsAI
  • Connects to the common stack of Gong, Zoom, HubSpot, Salesforce and SlackAI
  • SOC 2 Type II compliance and encrypted data address the main security objection for call recordingsAI

Cons

  • No public pricing, no free tier and no self serve signup, so evaluation requires a sales demoAI
  • Value depends entirely on an existing recording pipeline and CRM discipline; teams without one get littleAI
  • No published API or documentation on the site, which limits custom pipeline workAI
  • Site now redirects positioning toward Verlo for financial advisors, raising questions about long term focus on this productAI
  • Insight quality rests on prompt configuration, and the site offers no detail on accuracy, languages or model behaviorAI

How much does Retellio cost?

Integrations

The site lists Gong, HubSpot, Zoom, Slack and Salesforce, with more promised. Setup is described as connecting sources, configuring routing and going live within a single day.

Features

Four core capabilities: Early Risk Detection that spots churn and deal risk and routes it into Slack; Executive Briefs that summarize key customer themes for leadership; Deal Intelligence that flags stalled deals, hidden risks and missed commitments in real time; and Automated Workflows that send insights to the right people and create tickets without manual intervention. Custom prompts let teams segment and classify calls.

Frequently asked questions about Retellio

  • How do you use Retellio?
    The walkthrough on this page covers 6 steps: 1. Book a demo and scope your call sources 2. Connect call, CRM and messaging tools 3. Configure prompts and call segmentation 4. Set routing and automated workflows 5. Review a case study while you evaluate 6. Audit delivered insights and tune.
  • What platforms does Retellio support?
    Retellio is available on Web App.
  • What does Retellio integrate with?
    The site lists Gong, HubSpot, Zoom, Slack and Salesforce, with more promised. Setup is described as connecting sources, configuring routing and going live within a single day.
  • What are the limitations of Retellio?
    No public pricing, no free tier and no self serve signup, so evaluation requires a sales demo. Value depends entirely on an existing recording pipeline and CRM discipline; teams without one get little. No published API or documentation on the site, which limits custom pipeline work.

Status

StatusActive
Views0
Outbound clicks0
Added10/21/2026

Platforms

Web App

Pricing

Paid