How AI voice agents work.
We set the agent up with you. Then it answers every call, chat and message on the channels you choose, says it is an AI, asks your questions, books, and hands the conversation to your team. For every channel, see AI agents.
Before the first call: set up with you.
Onboarding is where the agent learns your business. We write these with you, and the agent works to them on every conversation.
Your script and questions
What the agent asks, what it can answer about your business, and what it leaves to your people, written with you.
Your disclosures
The AI disclosure and the recording notice, worded for your programs and given the same way every time.
Your transfer rules
Who qualifies, where a qualified conversation goes, the hours your team takes transfers, and what happens to everyone else.
Your systems
Your calendar, inbox and CRM, connected during setup where an integration is available, so your team does not log into anything new.
Follow one conversation from the first ring to the review.
Every conversation clears the same stages, in order. The person hears who they are talking to, is asked the questions you wrote, and reaches your team with the details already gathered.
A conversation arrives
A call, a chat, a text, a WhatsApp message or an email, on the channels set up for your business. Outbound calls and messages go only to people who agreed to hear from you.
Consent on record
Says it is an AI
The agent says it is an AI and gives the recording notice where the law requires one, before anything else happens.
AI and recording disclosure
Qualifies, answers and books
In whatever language the caller speaks, detected automatically from twenty languages and regional variants, it asks your questions, answers within what you have told it about your business, and books appointments into your calendar where you want it.
Within your script
Hands off to your team
A warm transfer while the caller is still on the line, or a summary to your team's inbox or CRM.
Your transfer rules
Reviewed
The recorded calls your own team or our live agents take can be reviewed against a checklist written from your script.
Your checklist
Every contact handled the same way.
The AI agent answers inbound 24/7
The AI agent answers inbound contacts at any hour. It transfers to your team whenever they are taking calls, and outbound calls run within permitted calling hours.
The same, every time
Every conversation gets the same screening and the same required disclosures, with nothing skipped.
Scales on demand
A spike costs you no hiring and no ramp.
Who is on the line.
The AI agent answers and screens, and the same stages run every time. A qualified caller goes to your own team.
| Method | What it means | Next step |
|---|---|---|
| AI agents, on by default | Answers inbound contacts in seconds, 24/7, works every lead at once, and gives the same disclosures and the same screening on every contact. | See the AI agents |
| Live agents, our nearshore floor | When you need people as well, our nearshore live agents take the calls. They screen callers and warm-transfer qualified ones to your team, and licensed conversations go straight to your licensed people. | About live agents |
| Your own team, by live transfer | The qualified conversation is warm-transferred to your licensed or closing agent. Screening happens before the handoff, so the caller reaches you already in criteria. | Review their calls |
Calls made by people need the same consent, calling hours, Do Not Call screening and disclosures as any other sales call. See the rules by channel.
The quality layer: call reviews.
When your own team or our live agents take the calls, we review the recorded calls, every call or a set you choose, against a checklist written from your script, with the line from the call behind every mark. Your supervisors can dispute any mark, and we look at the call again. See our call center quality monitoring service.
Questions teams ask before the first call.
Does it tell people it is an AI?
Yes. Every conversation opens with the agent saying it is an AI, plus the recording notice where the law requires one. The rules for each channel.
What happens outside our hours?
The agent still answers, takes the details and books the callback, with a summary waiting for your team.
Who handles advice and quotes?
Your people. The agent answers questions about your business from what you have told it, then hands advice, quotes, rates and terms to your licensed people with the details already gathered.
How is it priced?
Each agent is priced as a one-time setup fee plus a monthly fee, quoted once we have scoped the work with you.
Tell us what the work looks like.
The channels you need, the hours to cover, the systems you use and where a conversation should land. Every program runs under TCPA, TSR and Do Not Call standards. See our compliance standards.