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. Just WhatsApp — already open on your phone all day.

1

Any team member sends a voice note on WhatsApp

Your host, waiter, stylist, or front desk — anyone on the team can voice message Chalkout before a customer arrives. "Tell me about the Johnson reservation at 7pm." No typing, no searching, no POS login.

Voice or text · any team member
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. Done in seconds.

Live data · nothing stored by us
3

Get a plain-English brief back instantly

Chalkout replies with exactly what they need to know — formatted for a quick read before walking 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.

Your team mentions the usual wine, acknowledges the anniversary, suggests the right upsell. The customer feels 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

Any server can brief themselves before a table is seated. Know order history, dietary restrictions, spend level, and whether it's a special occasion — automatically.

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

Hair & Beauty Salons

Every stylist can pull a client brief before they sit in the chair. Last service, preferred stylist, overdue status, and what upsell makes sense — in seconds.

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

Gyms & Fitness Studios

Every instructor can see who's in class, who's new, who's returning after a break, and who hits a milestone — before the session starts.

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

Nail Salons

Every technician can pull client history before the appointment. Usual color, past services, add-on opportunities — all on WhatsApp in seconds.

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

Hotels & B&Bs

Front desk staff can brief themselves on any returning guest before check-in. Past stay preferences, special requests, occasions to acknowledge.

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

Pet Groomers

Every groomer can pull pet notes before an appointment. Temperament, product preferences, owner notes from last visit — instantly.

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 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.
🎤
Team member asks on WhatsApp
Any staff member · voice or text
AI agent queries live data
Pulls only what's needed · never writes to disk
📱
Brief delivered to their WhatsApp
Plain English · ready in seconds
🗑️
Chalkout data cleared
Nothing retained. Nothing to breach.
Pricing

Simple pricing.
Scales with your team.

The more staff who can brief themselves before a customer arrives, the more personal every experience becomes. Start free, scale as your team grows.

Free
👤 Owner only — 1 user
$0
founding users · no credit card

Get customer briefs before every visit. Just you, just WhatsApp.

  • 1 WhatsApp number (owner)
  • Connect 1 platform
  • Unlimited customer briefing queries
  • Text queries on WhatsApp
  • Visit history, spend, notes, birthdays
  • Real-time data · nothing stored
  • Voice note queries
  • Team member access
  • Proactive morning brief
  • Multi-platform queries
Get Started Free →
Pro
👨‍👩‍👧‍👦 Full team — unlimited users
$99
per month · cancel any time

Every waiter, every stylist, every staff member — all briefed, all the time.

  • Unlimited WhatsApp numbers
  • Connect all your platforms
  • Unlimited customer briefing queries
  • Voice note queries on WhatsApp
  • Cross-platform briefs — Square + Vagaro + more
  • Proactive morning brief pushed to whole team
  • Custom brief format per role
  • Weekly customer intelligence summary
  • Priority support + onboarding call
Get Started →

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

Works with your existing platform

Square Toast Vagaro Mindbody Boulevard Fresha GlossGenius OpenTable Resy + any platform with an API
Get started

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.

Get Started Free →

No credit card · Nothing stored · Just WhatsApp