AI phone agents
Makes and answers phone calls, and books things into your calendar.
It picks up incoming calls and places outgoing ones, in several languages. It can qualify an enquiry, book an appointment, chase a reminder, then write the call up and file it against the right record in your system.
Why use it
Handle routine calls and keep the next step organised.
The everyday challenge
A busy phone line can leave enquiries unanswered. Even after a good call, staff still need to write notes, update records and arrange the next appointment or follow-up.
What gets easier
Let a phone agent handle the agreed routine conversations and record the outcome. Staff can pick up more complex calls with useful context instead of searching for scattered notes.
What you can do
- Answer and make routine calls
- Handle incoming enquiries or outgoing follow-ups in the supported languages, using a conversation flow agreed with your team.
- Turn a call into a next step
- Ask the agreed questions, capture an enquiry, book an available appointment or give a reminder connected to your workflow.
- Leave a usable record
- Prepare a transcript and summary, then write the agreed details into your customer records or other connected software.
See it in practice
An enquiry becomes a scheduled appointment.
An example request
“I'd like to speak to someone about your service tomorrow.”
Understand the enquiry
The agent asks what the caller needs and collects the details agreed for this type of call.
Confirm the next step
It checks the connected calendar and repeats the selected appointment and contact details for confirmation.
Give staff the context
The call summary and booking are saved to the agreed record so the team can prepare.
The result: Fewer routine notes to write by hand and a clearer follow-up for both the caller and your team.
An illustrative workflow. We tailor the details to your team during setup.
Make it work for you
Your questions, answered.
What your team needs, how we check the results, and where people stay involved.
We help with setup, connections to your existing tools, and ongoing support.
Talk through your use caseWhat do we need to get started?
Bring a few examples of the work you want to make easier, along with:
- The call types, languages and questions to handle
- Booking rules and the records that should be updated
- The situations that need a person to take over
We map the call flow, confirm the phone and calendar connections, and test it with your staff. Begin with a narrow call type before adding more responsibilities.
How do you check quality and accuracy?
- Test noisy calls, different accents, interruptions and requests outside the agreed conversation.
- Confirm names, phone numbers and booking times with the caller; check summaries against sample recordings.
Where people stay involved
A transcript can miss or mishear a detail. Agree when to transfer or arrange a callback, and have staff review sensitive or unusual requests.
Who is this useful for?
Sales, customer service, healthcare, banking, education and government operations.
- Customers
- Complete simple enquiries or bookings through a conversation.
- Sales and reception teams
- Spend less time collecting the same details and writing call summaries.
- Operations managers
- Keep the outcome of each handled call connected to the next task.
What should our technical team know?
Real-time speech agents with CRM and API integration.
We agree the connections, access permissions, hosting and monitoring before deployment. Private infrastructure options and ongoing support can be discussed in the walkthrough.
Catalogue
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Book a walkthrough or tell us how you’d like to use this system. We’ll help you choose the right setup.