Built-In CRM & Data Management
Connect call records and customer details to the CRM integrations agreed for your deployment.
Smart Call Automation · Custom system
Build voice agents for customer enquiries, lead qualification and routing. Connect call records to your systems and define when a person should take over.
Workflow overview
Smart Call Automation
Capabilities
Agree the integrations, access rules, call volumes and escalation process before deployment.
Connect call records and customer details to the CRM integrations agreed for your deployment.
Use APIs and webhooks to update records or trigger supported workflows after a call.
Define escalation rules and pass the conversation history to the person taking over.
Configure call workflows with the questions, conditions, and follow-up actions your team needs.
Carry context between turns in a call and test how the agent handles interruptions or unclear answers.
Choose supported languages and voices for your callers. Test pronunciation and recognition with representative conversations.
Workflow
Set the agent’s role, tone, and response guidelines. Review sample conversations before launch.
Choose a text-to-speech voice and test its clarity with your scripts and business terminology.
Generate spoken responses from text using the voice settings and languages supported by your deployment.
Test speech recognition with representative accents, background noise, and business terms. Review transcripts to identify errors.
Planning
Ask lead-qualification questions, record the answers, and route the enquiry using your sales team’s criteria.
Answer supported customer questions using your business information, with a hand-off when a person needs to help.
Collect complaint details, answer supported questions, and hand unresolved requests to a person with the conversation history.
Related work
An intelligent voice-powered assistant that automates customer interactions with natural language processing. The platform provides 24/7 support, multi-language capabilities, sentiment analysis, call routing, and direct CRM integration through open APIs to enhance customer satisfaction and reduce operational costs.
Visit Callintel(opens in a new tab)Your workflow
Describe the calls, follow-up actions and hand-off rules you want to connect.
Keep exploring
All solutions