Inbound calls
Picking up for you, qualifying, triggering the action
When a customer calls, the voice agent answers instantly, understands the request and handles it through to the end — and only hands over to a human when it's really needed.
How it works in 3 steps
- Detection & understanding. The agent recognizes the voice, identifies the reason for the call (appointment, quote, support, information) and the contact in your CRM if one exists.
- Live action. It opens your calendar, your CRM, your mailbox — and performs the task during the conversation: creating an opportunity, booking an appointment, sending a quote.
- Record & follow-up. Everything is logged: full transcript, updated CRM record, confirmation email/SMS sent to the customer, alert to your team if needed.
Real-world use cases
- Appointment scheduling (viewing, consultation, service call) with live slot selection.
- Qualifying an inbound request before transferring it to the right person.
- Creating an express quote for a standardized service, emailed during the call.
- Customer information (opening hours, prices, FAQ) with a tone and style consistent with your brand.
- Order or case tracking from your CRM and your management tool.
- Logging a complaint, opening a ticket and notifying the customer support team.
What the agent does
24/7
Picks up day, night, weekends and public holidays
Parallel
Several calls handled at the same time, never a busy line
Natural
Conversation in everyday language, no touch-tone phone menu
Auto
Summary and customer record pushed to your tools after the call
Outbound calls
Prospecting, follow-up and retention at scale
The agent calls your lists, introduces itself with your script, qualifies the opportunity and triggers the next step — an email, an appointment or a scheduled follow-up.
How it works in 3 steps
- Preparation. You upload the contact list (CSV export, CRM or enriched source) and choose the scenario: prospecting, follow-up, re-engagement, appointment setting.
- Execution. The agent makes the calls in waves, handles first-level objections, qualifies against your criteria and tags each contact in your CRM.
- Follow-up loop. Unanswered calls and undecided contacts move into a multichannel cadence (callback, email, SMS) until the deal is closed or they are disqualified.
Real-world use cases
- Cold prospecting on an industry list to land qualified appointments.
- Following up dormant leads after X days of inactivity in the CRM.
- Confirming appointments the day before (viewing, service call, consultation).
- Post-service satisfaction survey, with scoring and alerts on negative feedback.
- Re-engaging former customers on a new offer or a pricing change.
- Verifying contact details or needs before sending a human sales rep.
What the agent does
Parallel
Several outbound calls run at the same time
Custom quote
Pricing based on call volume and integrations
CRM
Every contact and its outcome logged in your CRM
Script
Follows your script, your qualification rules and your business hours
Integration · CRM
Your CRM driven in real time by the agent
The agent reads, creates and updates contacts, opportunities and activities in your CRM during the conversation — not after. Your pipeline reflects reality to the second.
What the agent does with your CRM
- Identifies the inbound contact and opens their record to personalize the conversation.
- Creates a new opportunity or ticket and links it to the right contact / account.
- Updates the qualification fields (budget, timeline, need, status).
- Logs the transcript, the summary and the outcome of the call as a dated activity.
Typical scenario
A prospect calls back after an email. The agent recognizes their number, opens the existing opportunity, sees it is at the “Discovery” stage, asks the missing questions, moves the stage to “Qualified” and schedules a demo in the sales rep's calendar.
Data read / written
- Reads: contact, account, opportunity history, last activity, pipeline status.
- Writes: new contact / opportunity, stage update, call note, follow-up task.
Integration · Email
Reading, writing and sending from your mailbox
The agent sends from your address, with your signature, and can also read incoming emails to trigger a voice action or a CRM update.
What the agent does with your mailbox
- Sends an immediate confirmation at the end of a call (appointment, quote, recap of the points discussed).
- Automatically attaches the generated document (quote, contract, product sheet).
- Reads incoming replies and triggers the right scenario: callback, CRM update, handover to a human.
- Schedules a follow-up sequence if the recipient doesn't reply.
Typical scenario
After a qualified outbound call, the agent sends the prospect a recap email with the quote attached, schedules a follow-up at D+2 if there is no reply, and notifies the sales rep once the PDF has been opened.
Data read / written
- Reads: subject, sender, body, attachments, date received.
- Writes: personalized outgoing email, open tracking, filing in the right folder.
Integration · Calendar
Live appointment booking, no back-and-forth
During the call, the agent checks real availability, suggests time slots, books the appointment and sends the invitation — all in a single conversation.
What the agent does with your calendar
- Reads the availability of one or more team members according to the rules you define.
- Creates an event with location, video link, duration and a pre-filled call note.
- Reschedules or cancels an appointment at the customer's request, with a notification to the team.
- Schedules an automatic reminder 24 hours before the appointment.
Typical scenario
A customer asks to postpone their viewing. The agent checks the schedule, offers two new slots, confirms the one the customer picks, updates the appointment and sends an immediate confirmation SMS.
Data read / written
- Reads: free slots, existing events, time zones.
- Writes: new appointment, change, deletion, scheduled reminder.
Integration · SMS
Short, immediate notifications that actually get read
SMS is still the most-opened channel. The agent uses it to confirm, remind and unblock — not to spam.
What the agent does via SMS
- Sends an immediate confirmation after an appointment is booked or a quote is sent.
- Schedules a reminder 24 hours or 1 hour before an appointment.
- Notifies the customer of a status change (order ready, technician on the way).
- Follows up a prospect who couldn't be reached by phone with a contextual message.
Typical scenario
At the end of an inbound call for a service visit, the agent sends the customer an SMS with the date, the time slot and a link to reschedule. The day before, an automatic reminder goes out — the no-show rate drops mechanically.
Data read / written
- Reads: verified number, sending history, delivery status.
- Writes: personalized outgoing SMS, log in the contact record.
Integration · Documents
Quotes, invoices and contracts generated in seconds
During or right after the call, the agent assembles a clean document from your template, personalizes it with the customer's details and sends it through the right channel.
What the agent does with your documents
- Generates a priced quote from a product / service catalog.
- Issues an invoice from a confirmed order.
- Pre-fills a standard contract with the customer's details and the negotiated terms.
- Stores the document in your shared workspace and links it to the CRM.
Typical scenario
A customer calls to confirm a service. The agent generates the priced quote, emails it during the conversation, and places a copy in the customer's folder in your shared storage.
Data read / written
- Reads: document template, catalog, customer data, price history.
- Writes: new PDF document, stored link, line in the invoicing tracker.
Workflow 01 · Recruitment
Automated candidate screening
The agent calls or calls back every candidate received, asks the pre-qualification questions and sorts the pipeline before a human spends a single minute on it.
Workflow steps
- An application comes in (form, email, job board) → contact created.
- Outbound call or appointment booking for a 5–10 min pre-qualification conversation.
- Questions on experience, availability, salary expectations, motivations — answers scored.
- Automatic sorting: to interview / on hold / polite rejection (with a standardized email).
- Summary sent to the recruiter, in-person interview booked for shortlisted profiles.
Business benefit
- The recruiter only sees candidates who have already been screened.
- Every candidate gets a reply, which protects your employer brand.
- Time to first contact cut from several days to a few hours.
Who it's for
SMEs and firms that recruit continuously for high-volume roles (field, support, sales).
Workflow 02 · Prospecting
Continuous campaigns with smart follow-ups
Instead of a wave of cold calls that fizzles out, you get a permanent cadence: call, email, SMS, callback, until the deal is closed or a clear disqualification.
Workflow steps
- Prospect list uploaded or enriched automatically according to your criteria.
- First contact: outbound call with a tailored script, qualification or appointment booking.
- If unreachable: a short SMS, then a personalized email about their specific challenge.
- Scheduled follow-up at D+3, D+7, D+14 with different angles.
- Exit from the cadence as soon as an appointment is booked or a negative reply comes in.
Business benefit
- Leads no longer sit idle in a spreadsheet.
- Pipeline fed predictably every week.
- The human sales rep only steps in on qualified appointments.
Who it's for
Sales teams that want to industrialize the top of the funnel without hiring or piling on tools.
Workflow 03 · Content & LinkedIn
Content production and publishing on autopilot
The agent writes, illustrates and publishes articles, product pages and LinkedIn posts according to an editorial calendar — you approve before anything goes live.
Workflow steps
- Topic selected from a backlog or a trend search.
- Automatic brief: structure, keywords, angle, target audience.
- First draft written in line with your editorial guidelines.
- Quick human validation (proofreading, any adjustments).
- Scheduled publication on the website and on LinkedIn, automatic sharing on the other channels you choose.
On the LinkedIn side
- Posts generated from your themes, customer feedback or industry news.
- Weekly schedule approved in one click, published at the optimal time.
- Alerts on comments with strong sales potential.
Business benefit
- Publishing cadence maintained without blocking half a day every week.
- Stronger SEO through regular production on targeted keywords.
- Editorial control retained through a quick validation step.
Who it's for
Founders and solo marketers who want a credible editorial presence without outsourcing it entirely.
Workflow 04 · CRM data
Continuous CRM enrichment and hygiene
A clean CRM is rarely the result of human discipline — it is the result of an agent that cleans it continuously.
Workflow steps
- Detection of contacts that are incomplete, duplicated or inactive for X months.
- Automatic enrichment of missing fields (job title, industry, company size).
- Validation by a short call or a short email for critical contacts.
- Clear tagging: up to date / to verify / to archive.
- Weekly report sent to the sales manager.
Business benefit
- More precise segmentation and campaigns (lower email bounce rate).
- Sales decisions based on reliable data, not a fuzzy CRM.
- Sales time saved on contacts that would never have converted.
Who it's for
Any sales team whose CRM has degraded over time and can't afford a full day of manual cleanup.
Workflow 05 · Campaigns
Scheduled, segmented SMS and email campaigns
You decide the message and the target. The agent segments, personalizes, sends at the right time and measures.
Workflow steps
- Segment definition (recent customers, dormant customers, by industry, by average basket).
- Message personalization: first name, last interaction, tailored offer.
- Orchestrated sending at the best times, respecting contact frequency limits.
- Live tracking: opens, clicks, replies, opt-outs.
- Handover to a call from the agent for the most engaged contacts.
Business benefit
- No more campaigns sent without follow-up: every open can trigger an action.
- Unsubscribe rate kept under control by capping the number of sends.
- Unified view of channels: call + email + SMS in the same sequence.
Who it's for
B2C or B2B companies with a base of at least a few hundred contacts who want to reactivate the value they have already earned.
Industry · Real estate
An agency reachable around the clock by buyers and sellers
The phone is still real estate's number one channel — and the most poorly handled, for lack of time. Call Agent answers it at any hour, qualifies and triggers the next step.
3 typical problems in the industry
- Missed calls during viewings or outside agency hours.
- Qualified buyers who move on to another property for lack of a quick reply.
- Incomplete seller mandate portfolio: wrong numbers, outdated listings.
3 ways the agent solves them
- Picks up 24/7, qualifies the buyer (budget, area, floor space) and offers the earliest viewing.
- Creates the prospect record in the CRM and notifies the sales agent of the hottest lead.
- Regular follow-up of seller mandates to check the property is still relevant and available.
Mini use-case scenario
A buyer calls on a Sunday about a listing. The agent qualifies their project, offers two viewing slots the following week, sends them a recap SMS with the address and notifies the negotiator first thing Monday morning.
Key metric
Instant
Contact called back as soon as their request comes in, even outside business hours
Industry · Healthcare
Practices and clinics: fewer no-shows, more useful appointments
The number one challenge isn't filling the schedule, it's making sure patients actually show up — and filling the slots freed up at the last minute.
3 typical problems in the industry
- High patient no-show rate on first consultations.
- Front desk saturated during opening hours, patients who never manage to get through.
- Last-minute cancellations that leave empty slots unfilled.
3 ways the agent solves them
- SMS reminder and call the day before the appointment, with verbal confirmation or an immediate rescheduling option.
- 24/7 answering for booking and changing appointments, no saturation at peak times.
- Waiting list: automatic call to waiting patients as soon as a slot opens up.
Mini use-case scenario
A patient cancels at 9 am for their 11 am appointment. The agent immediately calls the waiting list and offers the slot to the first available person, who confirms by SMS — the slot is saved.
Key metric
Reminder
Automatic reminder before every appointment, with confirmation or rescheduling
Industry · B2B services
A pipeline fed continuously, without hiring
For a B2B SME, the cost of a sales rep dedicated to prospecting is high. The agent takes care of the top of the funnel and lets humans close.
3 typical problems in the industry
- Long sales cycle with follow-ups that fade after the second attempt.
- Difficulty keeping up a steady cold-calling volume without demotivating the team.
- Prospecting data scattered across spreadsheets, emails and the CRM.
3 ways the agent solves them
- Multichannel follow-up cadence that only stops at a close or an explicit refusal.
- Steady call volume, no fatigue, with scripts adaptable to each persona.
- CRM updated after every contact: note, status, next action — a single source of truth.
Mini use-case scenario
A list of 500 industry decision-makers is handed to the agent. Within two weeks, it has contacted the entire list, qualified the serious opportunities and booked several dozen appointments — while the human sales reps worked their existing accounts.
Key metric
×21
more likely to qualify a lead called back within 5 minutes rather than 30 — Oldroyd (MIT Sloan) & InsideSales.com, 2007
Industry · E-commerce
Customer support, order tracking and cart recovery
For an online retailer, the phone is no longer just a sales channel: it is a customer support lever and a revenue recovery tool.
3 typical problems in the industry
- Support team swamped during peaks, queues that damage your image.
- High cart abandonment rate, with no personalized follow-up channel.
- Repetitive requests (order tracking, returns) that needlessly tie up your teams.
3 ways the agent solves them
- Instant answers to common requests: order status, returns, address changes.
- Call or SMS on high-value abandoned carts, within the following hours.
- Complex requests routed to the right human, with the context already loaded.
Mini use-case scenario
A customer abandons a €240 cart. The agent calls them 30 minutes later to understand what went wrong, offers an alternative payment method and unblocks the order without touching the price.
Key metric
70%
of e-commerce carts abandoned on average — Baymard Institute, meta-analysis of 50 studies, 2025