Retellio
Retellio is a B2B platform whose AI agents mine the customer call recordings a company already holds in Gong, Chorus or Zoom, then return podcast-style recaps, executive briefs, themed segments and Slack alerts to go-to-market and product teams.
What is Retellio?
Retellio is a B2B software platform that applies AI agents to customer call recordings. Its own privacy statement defines it as a platform that uses AI to extract key moments from customer calls and turn them into concise, insight-rich podcasts. The tool records nothing itself: it plugs into the conversations a company already captures in Gong, Chorus or Zoom, and reads Salesforce or HubSpot to know which accounts those calls belong to. Four building blocks are put forward on the home page. Early Risk Detection surfaces churn and deal-risk signals and pushes them straight into Slack. Executive Briefs condense the dominant customer themes into a high-level summary. Deal Intelligence analyses each deal in real time, flagging hidden risks, stalled opportunities and missed commitments. Automated Workflows route insights, open tickets and trigger actions with no manual handling. The signature output is audio: personalised, schedulable podcast recaps, delivered at 5 a.m. in the FactoryFix case study, alongside written segments, call summaries, Slack notifications and emails. Segments are thematic slices of calls produced by custom prompts the customer writes, while CRM filters narrow down which calls and segments matter. StackHawk also uses priority keyword alerts and competitor-mention alerts. The claimed results come from three named customers: five to six hours saved each week at StackHawk, six to eight at Macabacus, and a time to action that fell from 60-90 days to a single day at FactoryFix. Onboarding is presented as fast, with first insights in minutes and a full rollout in a single day. Logos for eSkill, Hearth and Spellbook also appear. On security the vendor claims SOC 2 Type II, TLS 1.2+ in transit and at rest, role-based access control, multi-factor authentication and regular penetration tests. The publisher is Aucure DBA Retellio, in St. John's, Newfoundland, Canada. One element cannot be overlooked: every page carries a banner reading Retellio is now Verlo, the AI Assistant for Financial Advisors, pointing to verlo.finance, a separate early-access product aimed at wealth management. Nothing on the site explains what becomes of Retellio itself.
What it does
- Analyse thousands of customer calls and pull out the key moments
- Deliver personalised podcast-style recaps on a schedule, daily or weekly, at a fixed hour
- Produce executive briefs that condense the most important customer themes
- Detect churn and deal-risk signals early and route them into Slack
- Analyse every deal in real time: hidden risks, stalled deals, missed commitments
- Apply custom prompts and segments to classify calls by theme, with CRM filters
- Trigger automated workflows: route insights, create tickets, fire keyword and competitor alerts
When to use Retellio / When not to
A quick filter to help you decide if Retellio is the right fit.
When to use Retellio
- Revenue leaders such as CROs and SVPs of Revenue who never find the time to listen to calls but still need the signal inside them
- Product and product marketing teams that want structured customer research and immediate feedback on a feature they have just shipped
- Sales managers looking for coaching moments, such as a missed rebuttal worth putting on the agenda of the week's one-to-one
- Chiefs of staff and business operations people responsible for closing the loop between go-to-market teams and product
- Companies already running Gong or Chorus with hundreds of weekly calls that nobody has the bandwidth to exploit
When not to use Retellio
- Teams with no existing library of recorded calls in a third-party tool such as Gong, Chorus or Zoom to connect
- Buyers who need published pricing or self-serve sign-up, since the only way in is a sales demonstration and no free plan or trial is mentioned
- Organisations whose use would fall under HIPAA or FISMA, or breach the Gramm-Leach-Bliley Act, all expressly excluded by the terms of use
- Developers expecting a public API, a mobile app, or any interface or processing language other than English
- European buyers who require EU data residency or a customer-facing data processing agreement, neither of which is offered
How to use Retellio
A typical end-to-end flow, from setup to results.
- Book a demonstration through the Book a Demo button, a 30-minute Calendly slot and the only way in, since there is no self-serve sign-up
- Connect the existing call platform: Gong, Chorus or Zoom
- Connect the CRM, Salesforce or HubSpot, so that calls are attached to the right accounts
- Connect Slack, which is where the insights are distributed
- Configure the criteria used to select calls, together with the CRM filters
- Write custom prompts to create thematic segments
- Schedule podcast recap delivery, choosing hour and frequency: daily at FactoryFix, weekly at Macabacus
- Define the recipients: executives, managers, team Slack channels
- Set up the automatic actions: insight routing, ticket creation, keyword alerts
- Work day to day from app.retellio.com, scanning the segment window for the last 24 hours
Pros & Cons
Pros
- Grafts onto the existing stack rather than replacing it: Gong, Chorus, Zoom, Salesforce, HubSpot and Slack
- The podcast format makes call insight consumable on the move, while commuting or walking, away from a screen
- Three named customers give quantified time savings, each with a job title and a company attached
- Fast rollout claimed by the vendor and echoed by a customer, who describes the setup as one that could not have been simpler
- Customisation runs through prompts, with no development work required
- Developed security posture for a company of this size: SOC 2 Type II claimed, a detailed security page, TLS 1.2+, role-based access control, MFA and regular penetration tests
- Above-average legal transparency: a named internal DPO with a postal address, subprocessors disclosed by name, GDPR rights enumerated, Article 46 clauses invoked and a written 30-day refund policy
Cons
- No public pricing whatsoever: no pricing page, no named tier, no range
- No free plan and no free trial mentioned anywhere; the only entry point is a sales demonstration
- No public API, no iOS or Android app, and no interface or processing language declared beyond English
- Data hosted exclusively in Canada, with no EU option and no customer-facing data processing agreement in the public documents
- Complete silence on whether customer data is used to train models, and no opt-out documented
- No retention period expressed in figures: retention is framed as commercial value and duration of the relationship
- Gaps in the published material: the blog returns 403, the announced Trust Center was unreachable on 23 August 2026, and the terms of use are dated 5 January 2024, ten months before the privacy statement and the public launch
Pricing & Plans
No price is published. Retellio has no pricing page and no amount appears on any page reviewed; a targeted web search returned nothing usable. The only visible purchase path is the Book a Demo button, so commercial terms are set case by case. The terms of use do describe the billing mechanics: payment by bank transfer or credit card, invoicing through an online billing account, taxes added where required, prices subject to change at any time, and a recurring debit authorisation that runs until cancellation is notified. Amounts are payable in Canadian dollars for Canadian companies and in US dollars for US companies, with Stripe named as payment intermediary in the dispute clause. No free plan and no free trial are mentioned, and no entry price can therefore be stated.
- the site publishes no named tier and no pricing grid
- and every figure has to be obtained from the vendor
- the terms of use provide for recurring billing
- cancellable at any time from the account
- taking effect at the end of the period already paid for
- the terms also provide for a single payment covering one specific service or product
- 30 days for both the subscription and the one-time purchase
- with a reply within seven business days and reimbursement to the original payment method
- or as credit at the publisher's discretion
- charges incurred after cancellation
- services already consumed
- and fees linked to disputes or fraud
Data, GDPR & hosting
A consolidated view of how Retellio handles your data.
GDPR overview
Implementation is documented but partial. The privacy statement, effective 1 November 2024, names an internal data protection officer, Brent Pretty, with a postal address in St. John's and a direct email, and lists the eight GDPR rights by name: information, access, rectification, erasure, restriction, portability, objection, and protection against automated decision-making and profiling. It states plainly that Canada holds no Article 45 adequacy finding and that Retellio relies instead on Article 46 binding standard data protection clauses, enforceable by data subjects in the EEA and the UK. Legitimate interest is cited for audience analytics; access requests are free and answered within a reasonable time; complaints may go to a national authority or the European Data Protection Supervisor. No Article 27 EU representative is appointed and no customer-facing DPA is mentioned.
Who owns the data?
The terms draw a sharp line. Contributions stay yours: Retellio states it asserts no ownership over them and that you keep the associated intellectual property rights. It may nonetheless access, store, process and use the information and personal data you supply, in line with its privacy statement and your own settings, and share it with the third parties that take part in delivering the service; personal data is not sold. Submissions are treated differently: any question, comment, idea or feedback you send about the site becomes the publisher's sole property, usable and shareable without limit or compensation, with moral rights waived. Retellio undertakes to anonymise customer-identifying elements first and to offer a final review.
Reuse rights
Reuse rights are narrow. Section 2 grants a limited licence to access the site: you may download or print a portion of the content for personal, non-commercial use, and nothing more. Copying, reproducing, aggregating, republishing, transmitting, distributing, selling or licensing that content for commercial purposes requires prior written consent. Section 6 separately bans systematic data extraction aimed at building a database or directory, along with robots, scrapers, data mining and other automated systems, and prohibits using the site for any unapproved revenue-generating or commercial venture. Content and marks are supplied as is, for information and personal use only. Your own Contributions are the exception: because you keep ownership of them you remain free to reuse them, but no clause grants any commercial reuse right over the site's outputs outside your own account.
Data retention & training
Hosting summary
Customer data lives in Canada. The privacy statement says personal information is stored in one or more databases hosted by third parties located in Canada, and that those third parties have access only for storage and retrieval. It adds that the company is headquartered in Canada and that information collected about users is processed there. Two subprocessors are named: AWS and HubSpot. Transfers to the United States are possible depending on the case, on the basis of consent, performance of the contract or legitimate interest, and under appropriate safeguards. Canada holds no EU adequacy decision, which is why Article 46 standard data protection clauses are invoked. On the infrastructure side, the security page describes enterprise cloud hosting with redundant systems, regular backups and disaster recovery, TLS 1.2 or above in transit and encryption at rest. One nuance: the site's public IP resolves to an AWS node in Frankfurt, Germany, which is web infrastructure and should not be confused with where customer data is held. No EU data residency option is offered.
Things to keep in mind
Risks and trade-offs to weigh before adopting Retellio.
- Every page carries a banner reading that Retellio is now Verlo, the AI Assistant for Financial Advisors, linking to verlo.finance. Verlo presents itself as a separate early-access product for wealth management, and no announcement explains what becomes of the Retellio offering.
- The site takes no position at all on whether customer data is used to train models, and no opt-out is documented, which is a live question when the material analysed is your customers' recorded voices.
- No retention period is published for the call recordings analysed or for the outputs generated, so nobody can say when that material stops existing.
- All personal data is processed in Canada, a country with no EU adequacy decision; the safeguard relied on is a set of Article 46 standard data protection clauses.
- Document dates are out of step: the terms of use are dated 5 January 2024, ten months before the privacy and cookie policies of 1 November 2024, and section 23 lists a United States Phone whose 709 area code is in fact that of Newfoundland and Labrador.
- Verification sources announced by the vendor are unavailable: the Trust Center at trust.retellio.com was unreachable on 23 August 2026 and the blog returns 403. SOC 2 is called Type II on the home page but simply SOC 2 on the security page, with no report or attestation available, and no incorporation date is published.
- Delegating listening has a human cost: a team that consumes only the recaps loses direct contact with the customer's own wording, and an executive can end up deciding on a summary nobody ever traced back to the underlying call.
Setup & Integrations
Technical difficulty
Low. Nothing has to be built: setup means connecting an existing stack, call platform, CRM and Slack, then configuring in plain language. The home page claims a few minutes to first insights and a single day to connect, configure and get going; one customer says the setup could not have been simpler. Customisation runs through natural-language prompts rather than code, and with no public API no development is expected. The real prerequisite is organisational: already holding recorded calls in a third-party tool and being able to connect it. No public technical documentation exists.
Deployment
Integrations
Behind Retellio
Fundraising
Social
Resources
All the official URLs gathered for verification and reference.
Frequently asked questions
Does Retellio record the calls itself?
In what form do the insights arrive?
How much does Retellio cost?
Is there a free plan or a free trial?
Which tools does Retellio integrate with?
How long does it take to get started?
Where is the data hosted?
Is Retellio GDPR compliant?
Is there an API, a mobile app, or a refund policy?
What does the banner Retellio is now Verlo mean?
Should you pick Retellio?
Retellio occupies a narrow but well-chosen niche: it works on material companies already pay for, the calls sitting in Gong, Chorus or Zoom, and turns it into something people will actually consume, chiefly scheduled podcast recaps and Slack alerts. Three named customers, each with a job title and a quantified gain, is more evidence than most vendors of this size put on the table, and the security and legal posture is unusually developed: SOC 2 Type II claimed, a detailed security page, a named data protection officer with a postal address, and subprocessors disclosed by name. The reservations are just as clear. Pricing is entirely opaque, with no page, no tier and no range, so no budget can be estimated before speaking to a salesperson. Several things are simply absent: no public API, no mobile app, no declared language beyond English, no EU hosting option, no customer-facing data processing agreement, and no stated position on model training. Retention is described in terms of commercial value and duration of the relationship rather than in months. The point that deserves most attention is the banner carried on every page, Retellio is now Verlo, the AI Assistant for Financial Advisors, pointing to a separate early-access product for wealth management, with no announcement explaining what happens to the Retellio offering. That said, on 23 August 2026 both retellio.com and app.retellio.com responded normally and demo booking remained open. The tool is worth a demonstration for a B2B go-to-market or product team already sitting on hundreds of unexploited recorded calls, provided the buyer asks directly about pricing, retention periods, model training and the future of the product under the Verlo brand.
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