TwilioInbound and outbound calls
SalesforceCall summaries written back
Google CalendarSlots booked on the call
WhatsAppConfirmations after the call
RazorpayPayment links on request
HubSpotLead qualification tags
Voice 
agents.Inbound answered.Every follow-up called.
AI employees that pick up the phone and make the calls your team never gets to. They qualify, book, remind and renew, then write the result back to your CRM.
Trusted by teams at
One call, start to finish.
Recorded where you work.
A voice agent answers or dials, holds the conversation, checks what it heard, writes the result back and hands off what is not its call.
Twilio inbound call- Answered by
- Peter, Pre Sales Executive
- Caller
- Matched to open lead
- Consent procedure
- Applied
- Opt-out on record
- None
On call · Riya, Northwind Retail
Answered from approved product knowledge- Intent
- Buying
- Timing
- This month
- Budget
- Unknown
Not stated on the call, so not assumed.
Northwind Retail- Enquiry
- Qualified
- Demo booked
- Call summary saved
- Calendar write verified
On call · Riya, Northwind RetailAnswer or dial
Inbound calls are picked up and matched to the record. Outbound calls go only to eligible contacts, inside your contact hours and consent rules.
Your scripts. Your contact rules. Voice agents only call who you allow, when you allow, and say what you approved. Everything else goes to your team.
Explore governanceAuthority & handoff
Voice agents make the calls.
People make the decisions.
Starts with
An inbound call, or an eligible contact your systems put in the queue
Works toward
A recorded outcome: a qualified lead, a booked slot, a captured intent or an assigned exception
Leaves to people
Pricing, settlements, coverage advice, disputes and anything outside approved knowledge
Voice agents own
Run the calls- Answering inbound calls
- Placing approved outbound calls
- Qualifying and capturing intent
- Booking appointments and callbacks
- Writing the summary back to your CRM
- Stopping calls on opt-out
People keep
Your team decides- Pricing and discount exceptions
- Settlement and hardship decisions
- Coverage advice
- Disputes and complaints
- Contact rules and calling windows
Handed off with context
- 01Use approved knowledge instead of guessing an answer.
- 02Separate what the caller said from a confirmed system result.
- 03Assign unresolved work to a named team.
- 04Log every call with its summary and outcome.
One agent per call type
Real employees.
Real calls on day one.
- Twilio & Salesforce
- Call
- Answered
- Intent
- Buying
- Budget
- Unknown
- Demo
- Booked
Inbound lead qualification
Every enquiry answered and qualified.
What the agent doesPeter picks up, asks your qualification questions, answers from approved product knowledge and books the demo while the caller is on the line.
What you can checkThe call summary on the lead, the qualification fields and the calendar event.
- Twilio & Google Calendar
- Callback
- Sub-60s dial
- Vehicle
- Available at branch
- Test drive
- Booked
- Reminder
- Scheduled
Test-drive appointments
New enquiries called back fast.
What the agent doesVikram calls the enquiry back, checks dealership and vehicle availability, books the test drive and sends the location reminder.
What you can checkThe booked slot, the CRM routing and the reminder sent on WhatsApp.
- Twilio & Razorpay
- Identity check
- Passed
- Promise to pay
- Fri 11 Oct
- Repayment link
- Shared
- Payment
- Not yet reconciled
Payment reminders
A promise is not a payment.
What the agent doesRohit calls within your contact rules, shares only approved account details after identity checks, and records a promise to pay or a dispute.
What you can checkEach call attempt, the customer’s response and the payment status in your ledger.
How we set it up
Approve the call.
Then let it run.
- 01
Define the call
Pick one call type. Set the questions, the approved knowledge and the decisions that stay with your team.
Scope gateApproved call brief and named business owner - 02
Connect your systems
Connect telephony, CRM and calendars with least-privilege access. Confirm what can be read and written.
Connect gateReviewed access and data-flow map - 03
Test real calls
Run normal calls and difficult ones: opt-outs, disputes, wrong numbers. Check what was said and what was written back.
Evaluate gateAcceptance record and documented open issues - 04
Go live in stages
Start with a limited list or one inbound line. Review calls and exceptions, then widen the scope.
Release gateRollout, support and recovery plan
Systems & permissions
Connect the line and the record.
TelephonyAnswer inbound calls and place approved outbound calls.Numbers, contact windows, frequency limits and consent rules.CRMRead the record before the call. Write the summary and outcome after it.Field-level permissions and write scopes.
CalendarsBook demos, test drives and callbacks while the caller is on the line.Which calendars can be booked, and by whom.
PaymentsRead balances and share approved payment links.Read and write scope, and link expiry.
Follow-up channelsSend confirmations to customers and exceptions to your team.Consent, suppression and template approvals.Start with one call type and the systems it already touches. Add more once the first one runs cleanly.
Pilot evidence
Measure the calls.
Inspect every outcome.
- Call log
- Inbound answered
- Tracked
- Outbound attempts
- Logged
- Opt-outs honoured
- Verified
Calls answered and placed
How many inbound calls were picked up and how many eligible contacts were reached, against your baseline.
- CRM write-back
- Call summary
- Saved
- Outcome field
- Updated
- Next step
- Scheduled
Outcomes recorded
Whether each call 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 answered calls, recorded outcomes and hand-offs against it.
Buyer guidance
Choose the right kind of call.
- Use a simple IVR when…
Callers only need fixed menu options and no record needs to change.
- Hire a voice agent when…
Calls follow a known script but need answers, checks and a result written back, like qualification, reminders or bookings.
- Keep a person on the call when…
The caller needs advice, a price or a settlement, or disputes what happened.
- Build a custom workforce when…
Your calls span unusual steps or legacy systems. Define your own questions, checks and completion evidence.
Buyer & implementation questions
What to know before
you put agents on the phone.
Yes. They answer inbound calls and place approved outbound calls, such as lead callbacks, appointment setting, payment reminders and renewal calls. Outbound calls go only to eligible contacts on the lists and schedules you approve.
The summary, the outcome and the next step are written to your CRM. Bookings are verified in the calendar before they are confirmed, and confirmations or payment links can follow on WhatsApp or email.
Pricing, settlements, coverage advice, disputes and anything outside approved knowledge go to a named person on your team with the call summary attached. Confirm how hand-offs connect to your team, live or by callback, during setup.
Your compliance and operations owners define consent, recording notices, contact hours and frequency limits. The agent applies them on every call, and you test prohibited contact cases before go-live.
Confirm the languages your customers need with our team during scoping, and test calls in each of them before go-live.
Peter qualifies leads, Vikram books test drives, Rohit runs payment reminders, Priya handles renewals, Kavya takes insurance enquiries and Aisha takes claims intake. You can also define your own role.
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 calls is your teamnot getting to?
Bring one call type. We will map the conversation, the systems it touches and the business case.