AI Call Recording with blueButler.
Turn every call into a fully documented, searchable, & compliant client record – with zero extra effort.

Built-In Intelligence for Every Conversation
With blueButler AI call recording, your team stays focused & the system takes care of the rest. AI captures what was said, tags it, logs it, and drops it right into your workflow. No scribbled notes or missed details. Just clean, accurate records that are ready when you are.

Stronger E&O Protection
Every call is auto-logged with tags, checklists,
& recordings to reduce risk.

Less Busywork
Calls link to client records instantly, so staff can focus
on service, not data entry.

Remote Work Support
Access call tools & data securely, wherever your
team is working from.
Integrates Easily With Applied Epic
blueButler’s Platinum integration with Applied Epic lets you document calls & manage workflows right from the UBT phone system.
Each call instantly creates a complete Epic activity, saving time and reducing risk.
Caller history appears as soon as the phone rings, so staff is prepared before they even say hello.

What You Get With blueButler
What happens during a call shouldn’t get lost after it. From the first ring to the final record, blueButler AI call recording gives your team the tools to capture, organize, and learn from every client interaction.

Automatic Call Logging
Calls are instantly tracked & saved in your CRM or AMS.

Caller Screen Pop
Caller records pop up as soon as the phone rings.

Call Scripts & Checklists
Keep calls consistent, on-brand, & compliant.

Built-In Call Recording
Recordings link straight to the customer’s record.

Custom Call Tagging
Tag calls by topic, outcome, or policy type.

Call Activity Reports
See call trends and team stats in real time.

Verbal Consent Capture
Store audio approvals accepted by major carriers.

Compliance Alerts
Real-time reminders help reduce errors and risk.

AI-Call Summaries
Get instant call summaries, transcripts, & insights.
Protect Your Business, One Call at a Time
blueButler strengthens your risk management strategy by turning every client call into a documented, traceable interaction.
Every call is tagged, recorded, and linked to the right account, reducing your E&O exposure.
Scripts, checklists, and other coaching tools help staff stay on track, so calls follow the right steps every time.

Integrate Without the Overhaul
blueButler pairs perfectly with UBT’s existing VoIP & Contact Center solutions, so you can level up your documentation without disruption.
Add smart call workflows to your UBT system with minimal effort and zero downtime.
Get more value from the platforms you already use, without adding extra complexity.

