CRM and sales contacts
Retrieve contact information and update interest, enquiries and next steps in connected systems.
An AI agent connected to your business tools
Tell us which business software, calendar or CRM you use and what should happen during a call: finding information, updating a contact or recording an appointment. We assess the connections needed alongside your cloud service.
Your tools, connected
From conversation to the next step
- Look up contact information for a relevant conversation
- Capture enquiries and update connected tools
- Check availability and bookings where supported by the integration
- Connect AI campaigns to your sales process
- Make outcomes and collected information available after calls
Before you start, we confirm compatibility, information used and available actions. Not every integration is available out of the box.
Your information
Documents, calendars and business tools
Choose what the agent needs to know and which actions it can perform.
Support and customer enquiries
Capture the reason for the call and create or update an enquiry in your connected support tool.
Calendars and bookings
Check availability and record appointments in the connected system. If it cannot do this, the agent captures a request for your team.
Business software and internal systems
We assess how to access status, availability and other information relevant to your business calls.
Existing numbers and phone systems
We check compatibility and connection options before confirming use of your number or integration with your call center.
Documents and web pages
Prepare PDFs, Word documents and business web pages for the agent to consult when answering customer questions.
Your call center
RocketAiFlow manages AI agents, not human operator workstations. Connecting your call center requires separate setup on your external phone systems. Delivery of information to your staff is also agreed and tested separately.
Practical examples
A call that stays useful after it ends
Information and next steps for everyday work.
A contact ready for sales
The agent captures interest and preferences and saves them in the connected CRM with the call outcome.
A complete appointment request
Collects the date, time and preferences, then reports the result of the check in the connected booking system.
An enquiry ready for support
Capture the information needed and open or update an enquiry when the integration is included in your service.
An update during the call
Look up an order or enquiry status and share available information with the customer.
We help you
Prepare the connections together
From the information needed to a complete test, we define and verify each step with your team.
Choose the action you need
Start with the result: finding information, updating a contact, capturing a booking request or opening an enquiry.
Define the information required
Agree which information the agent should look up and what it should collect during the conversation.
Agree on rules and limits
Define when an action is allowed and what to do when information is missing or your team is needed.
Test the connection
Check the result with realistic examples before enabling the action on customer calls.
Which call would you give to your AI agent first?
Tell us about a typical customer enquiry or a campaign you want to run. We prepare a use-case demo and clarify setup, integrations and costs together before activating your cloud agent.