Your 24/7 AI Answering Assistant

The AI has built-in memory and caller ID capabilities. When someone calls, it checks the incoming phone number against your CRM database. If it matches an existing customer, it pulls up their record and conversation history to provide personalized service. For new callers, it creates a new customer entry.

The AI goes through extensive training on your products, services and policies before deployment. It also has safeguards to detect if a query is beyond its current capabilities, in which case it will pass the call to a human representative. During conversations, it relies on verified information from your CRM and knowledge base to ensure accuracy. That said, it is still an AI, which is why important transactions are always confirmed with the customer verbally.

Absolutely! We offer a free trial period where you can test out the AI answering service and see how it integrates with your systems. We’ll work with you to connect it to your CRM, customize it for your business needs, and train it on your FAQ and knowledge base. To get started, just contact our sales team and they’ll walk you through the process and set up your trial account.

Our AI system is designed to be flexible and compatible with a wide range of CRM software. Even if your CRM isn’t in our default list of integrations, we can likely still connect to it, either via API or custom development. The same goes for messaging channels beyond the ones we natively support. Let us know what systems you use and we’ll work with you on enabling the AI agent for your specific tech stack.

We take data security very seriously. The AI telephone agent connects securely to your CRM system using industry-standard encryption and authentication protocols. No customer data is stored by the AI system itself. All data remains in your own CRM and the AI only accesses it on an as-needed basis to assist customers during live calls.