Lead qualification
Collect needs, urgency and timing. Schedule follow-ups after demos or product trials and review previous call outcomes.
AI voice agents for SaaS, support, and revenue teams
Qualify leads, capture demo requests and handle recurring questions with a cloud AI agent. We help configure responses and follow-ups, connect compatible CRM and calendars and monitor inbound and outbound calls.
Sales and customer support
Keep track of sales and support enquiries
- Lead qualification and demo requests
- Follow-ups, reminders and product questions
- Agreed connections to CRM, calendars and support tools
- Live monitoring of incoming and outgoing calls
For teams following demo requests, first-time users and product questions with less manual coordination.
The challenge
When calls take up operational time
Start with a real process and the information needed to complete it.
Leads lose momentum
Late follow-up or a demo request still waiting to be qualified can slow the sales process.
Support questions repeat
Onboarding and routine product questions take time away from higher-value work.
Context gets lost between tools
Calls, CRM notes, calendars, and helpdesk systems need to stay connected.
The workflow
From conversation to the next step
AI agents, contact data and business systems in the same workflow.
Prepare the next sales conversation
Collect needs, urgency and timing before a salesperson continues the conversation.
Connect the tools you use
We assess your CRM, calendar and support tools for contact updates, demo booking and request status. Appointments are confirmed after the connected calendar records them.
Prepare requests for your team
Capture the reason and useful details for complex enquiries. Call transfers and context delivery require separately agreed connections.
Practical use cases
Calls to automate first
Choose a specific task for the agent.
Demo booking
Capture preferences and confirm a demo when supported by your connected, compatible calendar.
Product questions and request updates
Answer recurring questions from new users, check request status in connected systems and collect technical issues for your team to review.
Validation
How to assess the first trial
Compare time spent and completed requests with your team’s current process.
Faster lead response
Measure the time between an enquiry and the next sales contact.
Less manual coordination
Assess the time spent arranging demos, collecting enquiries and following up with customers.
Clearer requests for your team
Review the information collected and check whether it helps sales and support continue their work.
Try a demo enquiry or a support call
Share a sales or support call example. We'll show you a demo and assess setup, calendars, CRM and cloud launch together.