What it is used for
Call answering and routing
Answers on the first ring, identifies the reason for the call and resolves it or routes it to the right person or department.
Appointment booking and confirmation
Checks calendar availability, books, confirms by WhatsApp or SMS and logs the appointment in the CRM.
Frequent enquiries
Opening hours, requirements, order or case status, locations: answered with your company’s current information.
Qualification of inbound leads
Asks the questions your sales team defines, qualifies and hands the lead to a salesperson with a summary.
Outbound reminders and reactivation
Appointment and payment reminders, short surveys and reactivation campaigns with consent, an exclusion list and defined hours.
After-hours and peak coverage
Answers at night, on weekends and in high season without adding staff; escalates to people when the operation requires it.
What the agent decides and what it hands to a person
Resolves on its own
- Answer with published, current company information.
- Book, reschedule or cancel appointments within defined rules.
- Capture the caller’s details and the reason for the call.
- Confirm by WhatsApp or SMS what was agreed on the call.
Transfers to your team
- Complaints and sensitive situations.
- Exceptions outside the business rules.
- Whenever the caller asks to speak with someone on the team.
- When it does not have the answer: it schedules a call-back instead of improvising.
What it integrates with
The full integration catalogue, with what each one reads and writes, is on the Spanish integrations page.
What you receive after launch
- Recording and transcription of every call, with a summary in the CRM.
- Dashboard of calls answered, resolved and transferred.
- Conversation reviews and response adjustments with your team.
- Knowledge base updates whenever your operation changes.
How a call works
The call comes in on your number. The agent greets with your company’s name, understands the reason in natural language and acts: checks the calendar, looks up the contact in the CRM, answers with current information or transfers to a person. Every call is recorded, transcribed and summarised in the contact record.
What we need from your team
The answers your team gives by phone today, the booking rules, the qualification criteria and access to the systems the agent must query. With that we configure, test with you and launch.
Frequently asked questions about AI voice agents
Does the agent speak English as well as Spanish?
The agents are implemented primarily in Latin American Spanish, with the vocabulary, product names and expressions of your company. Additional languages are configured when the operation requires them and are defined during the diagnosis. Before launch, your team listens to test calls and approves tone, pace and answers.
What happens when the caller asks for something the agent cannot resolve?
The agent does not improvise. When a case is outside its rules or it lacks the information, it transfers the call to a person on your team or schedules a call-back, and logs the reason in the CRM so nobody has to ask again.
Can we keep our current phone number?
In most cases yes. The agent can receive calls from your current number through forwarding or integration with your PBX, or operate on a new Panamanian number dedicated to a specific service. We define this during the diagnosis based on your telephony.
Can it make outbound calls, and under which rules?
Yes, for reminders, confirmations, surveys and reactivation campaigns. Outbound calls go only to contacts with consent, within defined hours, with daily limits and an exclusion list that is always respected. A person can ask not to be contacted and the agent records it.
How many simultaneous calls can it handle?
Capacity is sized to your volume and peaks; the agent can handle several calls at the same time without putting anyone on hold. Capacity and escalation rules are defined during the diagnosis and adjusted with real operating data.