In progress
AI Call Center · Part of the AI Assistant

Calls that know your customers.

The same assistant that creates your orders and invoices will place calls, answer incoming ones and follow up with customers, using what your CRM & ERP already knows.

See where it stands Built into CRM & ERP
One assistant
Not a separate system to learn
Knows the context
Orders, invoices and customer history
Follows up
So nothing is forgotten
AI CALL CENTERExample

Live call

02:14
“Hello, this is a reminder that invoice FA-0311 is due on Friday…”

Today

RR
Rao RetailInvoice FA-0311 is due Friday
Calling
GM
Green MartIncoming: where is my order?
Answered
NT
Nova TradersFollow-up: quotation sent Monday
Due today
Example data. Calls are being added to the assistant.
Knows your invoices
Follows up for you
Where it stands

Early days, built alongside the assistant

Call-center abilities are being added in parallel to the AI Assistant, so they share the same way of understanding requests.

Being built now

Being built now, together with the assistant.

  • Make callsAsk the assistant to call a customer or supplier.
  • Incoming callsAnswer incoming calls and handle what the caller needs.
  • Follow-upsFollow up with customers after a quotation, an order or a late invoice.

Coming next

Where it is heading.

  • Linked to your recordsA call can look up the order or invoice being discussed and update it afterwards.
  • Rules and remindersReminders by call as well as by email, based on the rules you set.
  • Call history in CRM & ERPWhat was said and what was done, kept next to the customer.
How it works

The same assistant, now with a voice

You do not need a separate flow for every kind of call.

1

Tell it who and why

For example: call Rao Retail about the invoice due on Friday.

2

It gathers the context

It reads the customer, order and invoice from your CRM & ERP.

3

It handles the call

It places the call, or answers an incoming one, and covers what you asked.

4

Your records stay current

The outcome is saved so the next person sees it.

Try asking

What you will be able to ask

Call Rao Retail about invoice FA-0311Follow up on every quotation sent last weekAnswer incoming calls about order statusRemind customers with invoices due this week by phone
The AI family

Three parts, one assistant

They are built to work together, and each is still being built.

AI AssistantSay what you need. It does it in your CRM & ERP AI Control CenterOne place to manage the models behind your AI CRM & ERPWhere the assistant works today

It starts with the AI Assistant in CRM & ERP

Calls arrive as the assistant grows. CRM & ERP is where it all connects.

See CRM & ERP