Google MeetSessions tied to the invite
ZoomJoin and follow up on calls
Google CalendarSessions booked and confirmed
SalesforceSummaries written back
HubSpotOutcomes on the record
HeyGenPresenter-led video
Video 
agents.Face to face.Without the waiting room.
AI employees that hold the video conversations your team cannot staff: onboarding walkthroughs, product explainers, claims and eligibility conversations. They write the outcome back and hand the rest to a person.
Trusted by teams at
One session, start to finish.
Recorded where you work.
A video agent books the session, holds the conversation, checks what it heard, writes the result back and hands off what is not its call.
Google Meet session- Hosted by
- Meera, Customer Onboarding
- Invite
- Matched to calendar event
- Customer
- Matched to account
- Recording notice
- Shown
On video · Onboarding, Northwind Retail
Answered from approved setup guide- Workspace
- Created
- CRM
- Connected
- SSO
- Unknown
Not confirmed in the session, so not assumed.
Northwind Retail- Kickoff
- Setup
- Activation
- Session summary saved
- Calendar write verified
On video · Onboarding, Northwind RetailBook and join
The session is booked against a real calendar slot. The agent reads the record before it joins, so the customer does not repeat themselves.
Your knowledge. Your rules. Video agents only say what you approved and only change what you allow. Identity checks on video have their own page: see Video KYC.
Explore Video KYCAuthority & handoff
Video agents run the session.
People make the decisions.
Starts with
A booked session, or a customer your systems put in the queue for one
Works toward
A recorded outcome: a completed step, a captured answer, a booked follow-up or an assigned exception
Leaves to people
Advice, pricing, coverage and claim decisions, disputes and anything outside approved knowledge
Video agents own
Run the conversation- Hosting booked video sessions
- Walking customers through approved steps
- Explaining products from approved knowledge
- Capturing answers for eligibility and claims
- Writing the summary back to your CRM
- Booking the follow-up
People keep
Your team decides- Pricing and commercial exceptions
- Coverage and claim decisions
- Regulated advice
- Disputes and complaints
- Recording and consent rules
Handed off with context
- 01Use approved knowledge instead of guessing an answer.
- 02Separate what the customer said from a confirmed system result.
- 03Assign unresolved work to a named team.
- 04Log every session with its summary and outcome.
One agent per conversation
Real employees.
Real sessions on day one.
- Google Meet & Salesforce
- Session
- Held
- Setup steps
- 4 of 5 done
- SSO
- Unconfirmed
- Follow-up
- Booked
Onboarding walkthroughs
Every new customer walked through setup.
What the agent doesMeera joins the kickoff, walks the customer through approved setup steps, answers product questions and books the next session for anything still open.
What you can checkThe session summary on the account, the milestones completed and the follow-up in the calendar.
- Zoom & HubSpot
- Plans discussed
- Two options
- Questions
- Answered from source
- Coverage advice
- Sent to advisor
- Quote request
- Logged
Insurance product explainers
Plans explained, not sold blind.
What the agent doesKavya explains plan options from approved product material, answers questions about terms and records what the customer wants to compare next.
What you can checkThe explainer summary, the plans discussed and the quote request on the record.
- Google Meet & Salesforce
- Incident details
- Captured
- Documents
- 2 missing
- Claim decision
- With claims team
- Summary
- Saved
Claims intake conversations
The claim starts with the full story.
What the agent doesAisha takes the claimant through what happened, captures the details your intake form needs and lists the documents still missing.
What you can checkThe intake record, the missing-document list and the hand-off to your claims team.
How we set it up
Approve the session.
Then let it run.
- 01
Define the session
Pick one conversation type. Set the steps, the approved knowledge and the decisions that stay with your team.
Scope gateApproved session brief and named business owner - 02
Connect your systems
Connect meetings, calendars and CRM with least-privilege access. Confirm what can be read and written.
Connect gateReviewed access and data-flow map - 03
Test real sessions
Run normal sessions and difficult ones: off-script questions, upset customers, missing documents. Check what was said and what was written back.
Evaluate gateAcceptance record and documented open issues - 04
Go live in stages
Start with one session type and a limited group of customers. Review sessions and exceptions, then widen the scope.
Release gateRollout, support and recovery plan
Systems & permissions
Connect the meeting and the record.
Video meetingsHost booked sessions and follow up after them.Which meetings the agent can join, recording notices and retention.CalendarsBook sessions and follow-ups against real availability.Which calendars can be booked, and by whom.CRMRead the record before the session. Write the summary and outcome after it.Field-level permissions and write scopes.
Knowledge and documentsAnswer from approved guides and product material.Which folders are approved sources, and who keeps them current.
Follow-up channelsSend recaps to customers and exceptions to your team.Consent, suppression and template approvals.Start with one conversation type and the systems it already touches. Confirm presenter style and screen or document sharing during scoping.
Pilot evidence
Measure the sessions.
Inspect every outcome.
- Meeting log
- Sessions booked
- Tracked
- Sessions held
- Logged
- No-shows
- Followed up
Sessions held
How many booked sessions took place and how many customers completed them, against your baseline.
- CRM write-back
- Session summary
- Saved
- Outcome field
- Updated
- Next step
- Scheduled
Outcomes recorded
Whether each session left a summary and a clear outcome in your CRM.
- Exception queue
- Named owner
- Assigned
- Summary attached
- Verified
- Time to decision
- Measured
Hand-offs resolved
Whether every exception reached its named owner, and how quickly it was decided.
Agree the baseline before the pilot, then compare sessions held, recorded outcomes and hand-offs against it.
Buyer guidance
Choose the right kind of conversation.
- Use a recorded video when…
Everyone needs the same explanation and nobody needs to ask a question or change a record.
- Hire a video agent when…
The conversation follows known steps but needs answers, checks and a result written back, like onboarding, explainers or claims intake.
- Keep a person on the call when…
The customer needs advice, a price or a decision, or disputes what happened.
- Use Video KYC when…
The session exists to verify identity. That flow has its own controls and its own page.
Buyer & implementation questions
What to know before
you put agents on camera.
Conversations with known steps: onboarding walkthroughs, product explainers, claims and eligibility intake, and consultations that end in a recorded next step. Advice and decisions stay with your team.
Google Meet and Zoom are in the integrations catalog, alongside calendars and CRMs. Confirm the meeting setup your customers use during scoping.
Confirm screen and document sharing for your use case during scoping, and test it in real sessions before go-live.
The summary, the outcome and the next step are written to your CRM. Follow-ups are verified in the calendar before they are confirmed, and recaps can follow on WhatsApp or email.
Advice, pricing, claim decisions, disputes and anything outside approved knowledge go to a named person on your team with the session summary attached. Confirm whether hand-offs happen live or by follow-up during setup.
No. Video agents hold conversations. Identity verification on video is covered on the Video KYC page.
Customer reviews
From conversations to completed work.
Voice AI for client work
“Using UnleashX gave our team the power to build voice AI agents that deliver real results for our clients. Every use case became faster to deploy and easier to scale.”
Which conversations is your teamnot getting to?
Bring one session type. We will map the conversation, the systems it touches and the business case.