Templates

✅ Lower Overhead ✅ Lower TCO ✅ FULLY Secure ✅ Working Software 🚫 NO useless features

💢 TAKE CONTROL ✨ YOUR AGENTS 🔥 YOUR TERMS 🛡️ AI FOR HUMANS

✅ Use. Templates.

✅ Use. Voice.

🚀 Key App Entry

• Customers

• Admins

• Stakeholders (e.g. vendors, investors, auditors)

• All Other AI Agent Workflow Automations Use-Cases

🚀 Key Features

• AI Voice Calls

  • Answer customer phone calls

  • Natural language voice

  • Provides information

  • Understand accents, interruptions, and informal speech

  • Ask clarifying questions when needed

  • Maintain polite, professional, brand-aligned tone

  • Handle small talk without sounding robotic

  • Identify callers (new vs returning, VIPs, vendors, customers)

  • Route calls/messages to the right person or department

  • Take detailed messages when humans are unavailable

  • Book, reschedule, and cancel appointments

  • Check real-time availability across multiple calendars

  • Send confirmations, reminders, and follow-ups

  • Handle time zones automatically

• Brand Personality Control

  • Configurable voice, tone, pace, and personality

  • Industry-specific behavior (medical, legal, SaaS, real estate)

  • Custom scripts with dynamic flexibility

• Phone Number Provisioning

  • Real phone numbers that businesses can forward calls to

  • Call Forwarding Flow Explained

    • Here's how "Forward Your Existing Line" works:

    • Flow Details:

  1. User configures conditional forwarding

     • on their carrier (AT&T, Verizon, etc.)

     • using codes like *71

     • buys a Twilio number in user dashboard

     • Settings > Phone Numbers

  2. When a call comes in

     • and isn't answered (or line is busy), it forwards to the Twilio number

  3. Twilio triggers the AI Voice Agent webhook

     • webhook edge function

  4. Our backend connects the caller to the AI agent using configured

     • voice

     • language

     • AI Special Instructions

     • ...plus other features

  5. AI handles the call

     • books appointments, provides info, or transfers

  6. Call ends

     • our backend sends end-of-call-report webhook with transcript, duration, outcome

  7. Platform logs everything

     • in call logs data infrastructure

• Appointment Booking

  • Integration with Google Calendar

  • Real-time availability checking

  • Real-time booking

• Multi-Language Support

  • 22+ languages (and growing)

  • Complete native human voices

• Multi-Tenant Architecture

  • Data isolation per organization

• Subscription Billing

  • Stripe customer portal

  • Usage-based billing

• Admin Dashboard

  • Platform-wide analytics

  • SaaS management

• Business Knowledge & FAQs

  • Answer common questions (hours, location, pricing, services)

  • Explain processes clearly (onboarding, support, billing)

  • Pull answers from docs, websites, and internal knowledge bases

🚀 Workflow. Automation.

• Trigger a workflow

  • when our AI Voice Agent sends a webhook for example...

  • call started

  • call ended

  • or other AI Voice Agent events

• Call AI Voice Agent’s API from a workflow for example...

  • create a call

  • call another number to get a human on the line

  • update the AI assistant

  • other workflow automation action, etc.

🚀 Advanced. Capabilities.

🔥 What Makes It Great 🔥

• Context Awareness & Memory

  • Remember caller preferences and past interactions

  • Continue conversations across channels (call → email → chat)

  • Understand intent beyond keywords (“I need help with billing”)

• Lead Qualification & Intake

  • Ask structured intake questions

  • Score and tag leads automatically

  • Capture contact details accurately

  • Push leads into CRM systems (HubSpot, Salesforce, etc.)

• Escalation & Human Handoff

  • Know when to escalate to a human

  • Brief the human with full context before handoff

  • Stay on standby in case the human drops off

• Multilingual Support

  • Speak multiple languages fluently

  • Detect language automatically

  • Switch languages mid-conversation if needed

🔥 Next-Level. Differentiator Features. 🔥

⚡Smart Call & Message Handling

• Web chats, SMS, WhatsApp, and email

⚡System Integrations

• CRM, calendars, ticketing systems

• VoIP & telephony systems

• Slack, Teams, email, SMS

• Payment or billing platforms (for basic inquiries)

⚡Security & Compliance

• Identity verification (PINs, OTPs, caller validation)

• PII & PHI masking and data minimization

• Call recording with consent

• Compliance with HIPAA, GDPR, SOC-2 (as needed)

⚡Analytics & Reporting

• Call volume, wait times, resolution rates

• Missed calls prevented

• Conversion and booking metrics

• Conversation quality insights

⚡Proactive Actions

• Call back missed callers automatically

• Remind clients of appointments

• Follow up on incomplete forms or payments

⚡Voice Intelligence

• Sentiment detection (angry, confused, rushed)

• Adjust response style in real time

• De-escalate tense situations calmly

A great AI Voice Agent just doesn’t just answer calls—it runs the front desk, protects your time, captures value, runs workflow automations & makes every caller feel handled

🚀 AI. Voice Agents. Use-Cases.

⚡Customer Support & Triage

• 24/7 phone support that answers common questions.

• Routes complex calls to human agents.

• Handles order status, billing questions, refunds, onboarding help.

⚡Sales & Lead Qualification

• Automated cold-calling or inbound call responses.

• Qualifies leads with a natural conversation.

• Books meetings directly into calendars.

⚡Appointment Scheduling & Reminders

• Medical, beauty, auto-repair, home services, real estate, fitness.

• Calls customers to confirm or reschedule appointments.

• Sends follow-ups (SMS/email) automatically after the call.

⚡Automated Follow-Up Calls

• Post-purchase checks (“How was your order?”)

• Subscription renewals

• Feedback collection & NPS surveys

⚡Collections & Billing

• Friendly, personalized reminders about overdue invoices.

• Processes payments securely or guides users through payment steps.

⚡Hospitality & Reservations

• Restaurants: take and modify reservations.

• Hotels: answer booking questions, upsell rooms, check availability.

⚡Real Estate Assistants

• Handles property inquiries.

• Books showings.

• Pre-screens renters/buyers with qualification scripts.

⚡HR & Recruiting Agents

• First-round phone screens.

• Skill/experience checks.

• Scheduling interviews with candidates.

⚡IT or Internal Helpdesk

• Voice-based support line for employees.

• Simple troubleshooting (password resets, access issues).

• Ticket creation + routing.

⚡Logistics & Delivery Updates

• Notifies customers of delivery times or delays.

• Allows callers to update addresses or schedule changes.

⚡Healthcare & Clinics

• Appointment management.

• Prescription refill requests.

• Pre-visit questionnaires.

⚡Education & Training

• Voice tutor.

• Spoken-language practice.

• Course navigation and Q&A.

⚡Smart Home / IoT Control

• Voice-operated control for smart devices.

• System notifications (“Your energy usage is high today…”).

⚡Retail & E-commerce

• Handles product inquiries by phone.

• Tracks orders and returns.

• Recommends alternatives based on conversation.

⚡Multilingual Call Center Automation

• Translate callers in real time.

• Provide language-specific support without human agents.