AI voice agents built on your Salesforce org
AgentVoice builds voice agents that connect to Salesforce as part of a custom build. We work against your own org, including the objects, fields, and assignment rules your team already relies on, so the agent reads and writes the same records your reps use.
On a call, that connection lets the agent recognize the caller, pull up their lead, contact, or account, and act on what it learns. After the call, the outcome lands in Salesforce as an activity with a summary, and the next step is assigned to the right owner. When we scope a Salesforce-connected build, we agree on which objects and fields the agent can touch before any work starts.
What the agent does in Salesforce
During the call
- Look up the caller. Match the phone number to a lead, contact, or account and pull the history your team would want in front of them.
- Create or update leads. Add new callers as leads and fill in the qualifying fields you define.
- Open cases. For Service Cloud teams, create a case with the caller's issue and route it by your existing rules.
After the call
- Log the activity. Save the call summary, outcome, and transcript link to the record's activity history.
- Update status. Move the lead status or opportunity stage based on how the call ended.
- Create follow-up tasks. Assign the next step to the record owner.
Use Cases
Inbound Lead Qualification
- Answers inbound sales calls and matches the caller to their Salesforce record
- Asks your qualifying questions and writes the answers to lead fields
- Transfers qualified callers to the lead owner or books a meeting on their calendar
Service Desk Triage
- Identifies the caller's account and any open cases
- Answers routine questions from your knowledge base and opens a case for the rest
- Hands complex calls to a support rep with the case already open