Most of our Portland engagements start the same way: a 20-minute call where the owner describes a workflow we've heard before in shape but never in detail. AI call summaries is then designed against the detail, not the shape.
AI call notes + coaching, built for businesses operating in Portland.
Our goal is to give Portland businesses a three-day weekend, so people can spend more time with their families and the people they love :)
What AI call summaries actually does
Every customer call recorded, transcribed, summarised, and coached. Managers spot what's working, reps see what to fix, and customers get follow-ups that actually reference what they said.
- 01 Auto-summary into your CRM after every call
- 02 Coaching scorecards for sales and support reps
- 03 Detects compliance phrases (or missing ones)
- 04 Searchable archive - find the call that mentioned X
Built on: Twilio AssemblyAI Claude Vercel
Without Kiwi Dynamics
With Kiwi Dynamics
What you actually get
Every engagement is scoped and quoted up front. This is what is in the box.
- A working pilot, in productionNot a prototype on someone's laptop. The first slice of AI call summaries runs against real work within weeks.
- Your data stays yoursIt runs on your accounts and your tools. If we part ways you keep the system and everything in it.
- The workflow mapped before codeWe write down what good looks like for Portland businesses first, so nobody is guessing at handover.
- Support after it landsThe people who built it stay reachable when the business changes shape around it.
How AI call summaries compares
The two things most businesses do instead, and where each one runs out.
| Hiring for it | An off-the-shelf tool | Kiwi Dynamics | |
|---|---|---|---|
| Fit to how you work | Fits perfectly, costs a salary | You bend your process to suit the tool | Built around the workflow you already run |
| Time to something useful | Immediate, and permanent | Quick to switch on, slow to make fit | A working slice in weeks, then hardened |
| Who owns the data | You do | The vendor, on the vendor's terms | You do, in your own accounts |
| When it breaks | That person sorts it, if they are in | A support queue and a ticket number | The people who built it |
| What it costs | A salary, every year, forever | Per seat, forever, used or not | Scoped and quoted up front |
What's different about doing this work in Portland.
- Portland runs on a mix of tech, manufacturing and a famously independent small business scene - AI here has to respect a market that's skeptical of hype by default.
- A semiconductor and tech manufacturing base (the 'Silicon Forest'), and a dense scene of independent retailers, restaurants and makers. Portland businesses want AI that's genuinely useful, not just the current trend.
We work with teams across Portland: Downtown Portland · Pearl District · Hawthorne · Beaverton · Hillsboro · Lloyd District.
Talk to us about this →
How we build AI call summaries for a Portland team.
We scope narrow, ship a working pilot, then harden it into production. The first slice is the highest-leverage workflow for your Portland business, so value lands before the build is finished. AI call notes + coaching.
Talk to usHow the work runs
- Find the one workflowWe look for the job costing Portland businesses the most hours or the most leads, and deliberately ignore the rest for now.
- Ship a working sliceA narrow version goes into production in weeks, against real work, so the value shows up before the build is finished.
- Prove it, then widenWe measure it against what the work cost before. If it does not pay for itself, we say so rather than scaling it.
- Harden and hand overLogging, fallbacks and a real handover, so it keeps running when we are not in the room.
The outcome for Portland teams
What changes for Portland teams after this lands: the work that used to need a person stays done, the work that needs a person gets done with their attention undivided. Sales coaching scales to every rep without doubling manager time.
Not your typical AI agency.
Honest about what AI can and cannot do
Ships the one workflow that pays for itself
Hours given back, never the size of the invoice
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
FAQ
When does AI call summaries actually pay back?
Inside the first quarter, in our experience. We pick the first slice specifically because it's the highest-leverage workflow for a Portland - so the savings start landing before the rest of the build is finished.
Do you do hourly billing or fixed price?
Fixed price for the pilot, every time. After that it's your call - fixed price per milestone or a small monthly retainer for ongoing iteration. We don't run open-ended T&M because it disincentivises us from finishing.
Has this actually shipped for a real Portland?
Yes. Sales coaching scales to every rep without doubling manager time. We'll share comparable engagements on the call.
Will this run on our own infrastructure?
Yes, where it makes sense. AI call summaries can sit entirely in your cloud account, with model calls routed through endpoints you control. We default to Twilio, AssemblyAI, Claude, Vercel but the architecture supports your existing platform choices.
The honest version of a sales call.
No deck. No discovery doc. Just whether this is worth building and what it would cost.
Talk to us about this
Tell us what you're trying to do and we'll reply with how we'd build it - no obligation.