
Lead qualification
Peter
Qualify enquiries, arrange the next step and retain the sales context.
AI voice agents
An AI voice agent holds a phone conversation and completes the job behind it. Unlike an IVR, which routes a caller through a menu, or a voicebot, which answers questions, it carries a defined responsibility, the system access to finish the work, and the same completion criteria you would apply on any channel.
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Conversation and execution
Follow the conversation and the actions behind it. Routine work proceeds within permissions; commercial exceptions reach a human owner.
Conversation
Could you book a consultation for Tuesday morning?
I can help arrange that. Which time zone should I use?
Behind the conversation
Routine scheduling proceeds within configured calendar permissions.
Start with a responsibility
Pre-built does not mean unrestricted. Agree the knowledge, contact rules, permitted actions and escalation owner before enabling production work.

Lead qualification
Qualify enquiries, arrange the next step and retain the sales context.

Service reminders
Coordinate service appointments and route unusual requests to an advisor.

Customer onboarding
Guide setup, resolve routine blockers and hand unresolved work to support.
Inside the builder
Define the instructions, shape the conversation and connect the actions behind it. Explore voice settings, role guidance and handoff configuration.
The voice, tone and response-style controls sit together, so the conversation can be configured around the role.

Production readiness
Map telephony, calendar and CRM dependencies. Test permitted reads and writes, duplicate requests and unavailable systems.
Define what the employee can confirm independently. Pricing exceptions, policy overrides and uncertain requests need an explicit handoff path.
Use representative accents, interruptions and incomplete requests. Inspect task completion, incorrect confirmations and the quality of context sent to a person.
Before you get started
Define the transfer, callback or case-assignment path during configuration. Include the reason, relevant records and unresolved decision so the person can continue the work.
Confirm the supported setup for your deployment and test it with representative callers, names and domain vocabulary. Availability alone is not a measure of call quality.
The starting point is your current system of record. Confirm required integration actions during scoping rather than assuming every operation is available.
Timing depends on access, integration work, agreed scope and evaluation. Use a limited pilot with acceptance criteria before increasing volume.
Plan a demo
Share the outcome you want, the systems involved and the exceptions your team handles today. We can use those details to scope a useful demonstration.
Customer reviews
Start with a pre-built employee or design a role around your process.