IntegrationsAI Voice Agent
AI Voice AgentAI agents that call, talk and update the lead
AI voice agents in The Sales CRM call leads, answer your business number and talk to website visitors. Every conversation is transcribed, summarized and written back onto the lead — stage, owner, tags and follow-up included.
- Outbound dial
- Inbound answer
- Website widget
Bring your own phone numbers and speech keys. Call minutes stay with the provider.
Plug in the phone and voice stack you already use
- Twilio
- Plivo
- Exotel
- Vonage
- OpenAI
- Deepgram
- ElevenLabs
- Cartesia
- Sarvam
Most leads still die waiting for a callback.
Reps can only dial so fast. The agent takes the first conversation, logs it on the same lead your team already works, and leaves a disposition a human can act on.
- Leads wait hours for a human callback
- Reps spend the day on cold and no-answer dials
- Nothing covers evenings, weekends or a sudden spike
- Call notes live in a sheet, not on the lead
- An agent can dial minutes after a lead arrives
- Reps open leads that already have a disposition
- Automations respect business hours and retries
- Transcript, summary and recording sit on the lead
From a blank agent to a logged call in three moves.
No separate dialer to reconcile. The audience, the conversation and the outcome all live on the lead.
01
Design the agentPick outbound, inbound or a website widget. Set the voice, the goal and the knowledge. Use lead fields such as {{first_name}} and {{stage}} in the opening line.
02
Connect a number and CRM rulesAdd Twilio, Plivo, Exotel or Vonage. Map answers the agent collects onto lead fields, and decide what each disposition should do in the pipeline.
03
Let it dialCall from a lead, launch a campaign, or let an automation and prospecting step place the call. You review the leads that came back with a result.
The agent already knows who it is calling.
A pre-call fetch loads the lead into the conversation. The opening line can use the person’s name, business, stage and the last note — not a generic script.
- Name and business
- Stage, source and tags
- Owner and recent notes
- Custom fields
Dial a list, or dial the moment a lead appears.
Campaigns walk a snapshot of your CRM. Automations fire when a lead is created or changes stage, then retry only as far as you allow.
- Audience by stage, tag, source, owner, saved list or selected leads.
- Delay, max attempts, retry interval and business-hours guardrails.
- The same agent can also run as a step in prospecting.
A calling stack that reads and writes the CRM.
Built into the same workspace as leads, WhatsApp, deals and follow-ups — not a separate dialer you export into.
- Visual workflow builder
Draw the conversation: greet, qualify, branch, call a tool or hand off. Test the agent from the browser before it dials a real number.
- Call with AI from any lead
One click on a lead. The agent already has the name, business, stage, owner, source, tags, recent notes and custom fields.
- Voice campaigns
Dial a CRM audience — everyone, a stage and tag filter, a saved list, or hand-picked leads — and watch per-lead status as the list runs.
- Inbound on your number
The agent answers your business line. Known callers are greeted with their lead context. Unknown numbers can become new leads.
- Website voice or chat widget
Paste an embed on your site, limit it to your domains, and let visitors talk or chat. Sessions can create a lead your team can work.
- Outcome rules
Map each disposition to a stage move, owner change, tags, a call, visit or message task, a retry, a note, or do-not-call.
- Automations
When a lead is created or moves stage, wait, then dial. Filter by source, tag or stage, cap attempts, and stay inside business hours.
- Knowledge and tools
Ground answers in uploaded files. Call an HTTP API, transfer to a person or another agent, or end the call from the flow.
- Recordings and transcripts
Finished calls keep duration, disposition, AI summary, transcript turns, gathered answers and the recording on the lead.
A disposition becomes pipeline work.
When the agent hangs up, rules move the stage, tag the lead, assign an owner and queue the next task. The summary, transcript and recording stay on the record.
Field mapping copies answers the agent collected — an email, a business name, a follow-up date or a custom field — onto the lead. Do-not-call stops further AI dials.
One agent setup, several ways to use it.
If the first mile of your process is a phone conversation, the agent can take that mile and leave the rest for a rep.
- First-call qualification
Confirm interest, team size and timeline before a rep spends a slot on the lead.
- Speed-to-lead
A new IndiaMART, website or WhatsApp lead can be called after a short delay, inside your working hours.
- Missed-call and after-hours
Inbound overflow and evening calls get a conversation, not a dead ringtone, and a lead record if the caller is new.
- Reminders and callbacks
Payment, visit and appointment reminders that log the outcome and schedule the next task when the lead asks.
- Website conversations
A voice or chat widget on your pricing page can collect a number and open a lead without a form.
- List campaigns
Work a stage, a tag or a saved list in one run, with a status on every recipient instead of a shared dialer sheet.
Questions about AI voice agents
What can an AI voice agent do in The Sales CRM?
It places outbound calls, answers inbound numbers and talks to visitors through a website widget. It uses the lead’s CRM context, follows a workflow you design, and writes the disposition, summary, transcript and recording back onto the lead.
How do I turn it on?
A manager opens Voice Agent → Settings in The Sales CRM and connects the workspace. Phone numbers and speech models are configured in the voice stack. Until that server is set up, the product shows a setup notice instead of the editor.
Which phone and voice providers work?
Telephony can be Twilio, Plivo, Exotel or Vonage — you bring the numbers and keys. Speech can use providers such as OpenAI, Deepgram, ElevenLabs, Cartesia and Sarvam, including English and Indian languages, depending on the model you select.
What does the agent know before it speaks?
Outbound calls receive the lead name, business, phone, email, stage, tags, source, owner, recent notes and custom fields. Inbound calls look the caller up first, so a known lead is greeted with that same context.
What gets saved on the lead after a call?
A voice activity with status and disposition, an optional AI summary, transcript turns, a recording when one exists, gathered variables and a note when the rule asks for one. Reps see it on the lead and in Engagements.
What is the difference between a campaign and an automation?
A campaign snapshots a CRM audience — all leads, a filter, a list or specific people — and dials through that list. An automation reacts when a lead is created or changes stage, with a delay, a retry cap and an optional business-hours window.
Can it update the pipeline without a rep?
Yes. Each disposition can move the stage, assign an owner, add or remove tags, create a call, visit or message task, schedule a retry, save the summary as a note, or mark the lead do-not-call. Extracted answers can also be copied onto lead fields.
Is voice included in the CRM seat price?
The CRM is priced per user. Telephony minutes and AI speech usage are billed by the providers you connect, the same way other usage-based add-ons work on the pricing page.
Put an AI caller on your leads this week.
Create your organization, connect voice in Settings, and place a test call from a lead. Or walk through your stages and sources on a short demo.
Also see WhatsApp and telecalling CRM.