Connecting an AI voice agent to your CRM
· Voice Tech Support
A voice agent that cannot see or update your records creates extra work. Connected to your systems, it can check availability, write bookings and keep a record of every conversation.
We can integrate with any CRM or system, subject to the system offering an API. Typical connections include calendars, databases, forms, email and SMS, and reporting dashboards.
No change to your phone system
The agent sits in front of your existing phone system, so there are no compatibility problems. Your current numbers and setup stay as they are.
What to check first
- Does your CRM or booking system have an API?
- Which details should the agent capture on each call?
- What should happen when a call needs a person?
If you are unsure, book a demo and we will talk it through.