How It Works
Each AI voice agent operates through a configurable multi-stage funnel. The default stages are: introduction, qualification, API data lookup, human handoff, and objection handling. At the introduction stage, the agent identifies itself, states the purpose of the call, and confirms it is speaking with the right person. During qualification, the agent asks a series of questions to determine whether the lead meets the brand's criteria -- budget, timeline, needs, authority.
The API stage allows the agent to query external systems mid-call. For example, a solar installation agent could check the lead's address against a coverage database and report back whether service is available in their area -- all within the same conversation. After qualification, the agent either transfers the call to a human sales representative or schedules a callback, depending on the configuration.
Objection handling is built into the funnel. The agent has access to a set of objection-response pairs configured per brand. When a lead raises a common concern ("it's too expensive," "I need to think about it," "I'm already with another provider"), the agent responds with the configured counter-argument before continuing the qualification flow.
Every call is recorded and transcribed. The platform extracts structured data from the conversation -- name, email, phone, qualifying answers -- and stores it in the built-in CRM. Call duration, outcome (qualified, not interested, callback requested, voicemail), and the full transcript are all available for review.
Agents are not limited to voice calls. The same agent handles WhatsApp messages and SMS within a unified conversation thread. A lead might receive an initial SMS, respond via WhatsApp, and then get a follow-up phone call -- all managed by the same agent with full context of prior interactions.
Use Cases
Outbound lead qualification. A home security company generates leads through landing pages and paid ads. Rather than having human agents call every lead, the AI voice agent calls each lead within minutes of form submission. The agent confirms interest, verifies the lead's address is in a serviceable area (via API lookup), qualifies budget and timeline, and transfers qualified leads to the sales team. Unqualified leads are logged with the reason for disqualification.
Inbound call handling. A financial services brand publishes a phone number on its landing pages. When leads call, the AI agent answers, identifies the caller, asks qualification questions, and either transfers to a licensed advisor or schedules a callback. After hours, the agent handles calls independently and books appointments for the next business day.
Multi-channel engagement. An insurance provider sends an initial SMS to new leads. Leads who respond are engaged via WhatsApp for a more detailed conversation. If the lead qualifies via WhatsApp, the agent schedules and initiates a phone call to complete the sale with a human handoff. The entire interaction history -- SMS, WhatsApp, and call transcript -- is available in one CRM record.
