WhatsApp · Voice · Real-time customer intelligence

Know every customer
before they walk in.

Send a voice note on WhatsApp. Chalkout pulls the customer's history from your POS or booking system and briefs you instantly — before they sit down.

Free for first 10 businesses · No app download · Just WhatsApp

How it works

Ask by voice.
Know in seconds.

No new app. No new login. No dashboard to check. Just WhatsApp — the app already open on your phone all day.

1

Send a voice note on WhatsApp

Before a customer arrives, voice message Chalkout. "Tell me about the Johnson reservation at 7pm." No typing, no searching, no logging into your POS.

Voice or text — your choice
2

Chalkout queries your system in real time

An AI agent connects to Square, Toast, Vagaro, Mindbody — wherever your customer data lives — and pulls everything relevant. Visit history, spend, preferences, dietary notes, birthdays.

Live data · nothing stored by us
3

Get a plain-English brief instantly

Chalkout replies with exactly what you need — formatted for a quick read before you walk over. What to mention, what to suggest, what to avoid, what opportunity exists.

Ready before they sit down
4

Greet them like you remember everything. Data cleared.

You mention their usual wine, acknowledge their anniversary, suggest the right upsell. They feel known. Chalkout deletes the query data immediately — nothing lives on our side.

Personal service · zero data retention
Who it's for

Any business where
relationships drive revenue.

Chalkout works wherever knowing your customer before they arrive makes the experience feel personal — and keeps them coming back.

🍽️

Restaurants

Know the table's order history, dietary restrictions, spend level, and whether it's a special occasion — before they're seated. Turn regulars into VIPs automatically.

7pm reservation — Johnson party of 4. What do I need to know before they arrive?
💇

Hair & Beauty Salons

Know what service they got last time, which stylist they prefer, whether they're overdue, and what upsell makes sense — before they sit in the chair.

Tell me about my 3pm — what did she get last time and is she due for a rebook?
🏋️

Gyms & Fitness Studios

Know who's in your class today, who's on their first week, who hasn't been in a while, and who hits a milestone — before you start.

Who's in my 6am spin class and is anyone new or returning after a long break?
💅

Nail Salons

Know their usual color, whether they've tried nail art, how long they've been coming, and what add-on to suggest — before the appointment starts.

Tell me about my 2pm — what does she usually get and has she tried gel?
🏨

Hotels & B&Bs

Know returning guests' room preferences, last stay details, special requests, and whether there's an occasion to acknowledge — before check-in.

Sharma booking checking in at 3pm — have they stayed before and any preferences?
🐾

Pet Groomers

Know the pet's temperament, what products to use, the owner's preferences, and any notes from last time — before the appointment.

Tell me about Caelum's appointment — any notes on temperament from last visit?
Privacy by design

Reads. Briefs.
Retains nothing.

Chalkout connects to your platform, pulls what's needed, sends you the brief, and immediately clears the data on our side.

This isn't a privacy policy claim — it's the architecture. There is no Chalkout database of your customer records. Nothing to breach, subpoena, or leak. Your customer data lives in your platform, and only your platform.

✓ Nothing stored ✓ No Chalkout database ✓ HIPAA-safe ✓ Disconnect any time
🍽️
Your Square / Toast / Vagaro data
Lives in your platform. Always.
🎤
You ask on WhatsApp
Voice note or text — your choice
AI agent queries live data
Pulls only what's needed · never writes to disk
📱
Brief delivered to WhatsApp
Plain English · ready in seconds
🗑️
Chalkout data cleared
Nothing retained. Nothing to breach.
Pricing

Free to start.
Pays for itself in one visit.

No contracts. No setup fees. First 10 businesses get founding access free — we want partners who help shape the product.

Free
$0
founding users · no credit card

Get customer briefs before every visit — free for our first 10 businesses.

  • Connect 1 platform (Square, Toast, Vagaro)
  • Unlimited customer briefing queries
  • WhatsApp text queries
  • Visit history, spend, notes, birthdays
  • Real-time data · nothing stored
  • Voice note queries
  • Multi-platform queries
  • Marketing list building
  • SMS outreach
Join Waitlist →
Pro
$99
per month · cancel any time

Your full stack connected. Every platform. Every channel.

  • Connect all your platforms
  • Unlimited customer briefing queries
  • Voice note queries on WhatsApp
  • Cross-platform briefs
  • Marketing list building — any segment
  • SMS via local number — 2,000/mo
  • Mailchimp, Klaviyo, Meta sync
  • Revenue recovered dashboard
  • Monthly strategy call
Join Waitlist →

All plans · Nothing stored · HIPAA-safe · Cancel any time

Additional SMS above plan limit billed at $0.02/message

Works with your existing platform

Square Toast Vagaro Mindbody Boulevard Fresha GlossGenius OpenTable Resy + any platform with an API
Join the waitlist

First 10 businesses
get in free. Forever.

We're onboarding our first founding users now. Connect your platform, brief your first customer on WhatsApp, and tell us what you think.

No credit card · Nothing stored · Just WhatsApp