Connecting the agent to your own systems
This article explains how the AI phone agent performs tasks in your databases during a call. It covers what the connection means and how it is set up.
Once connected to your own systems, the agent can retrieve current information and perform tasks while the call is ongoing. The AI phone agent uses automations to book appointments or check the status of an order. We customise these workflows together with you based on your specific needs.
Tasks during an ongoing call
The agent lets the caller state their issue using their own words. Once it is connected to your business systems, it acts directly within your databases. This means the agent can resolve routine cases without having to transfer the call.
We use automations to connect the service to your existing systems. This creates workflows that suit your business. The agent can then perform actions as soon as the caller makes a request.
- Retrieve current information about orders in your systems.
- Book appointments directly in the calendars of your company.
- Save all collected details via integration right where your team works.
How we set up the automations
You do not need to build the integration yourself. We assist with the setup and adapt the workflows to your specific requirements.
The agent triggers an event and transfers the call to your human team if it cannot resolve the issue. This happens through an automation that you configure in advance. Your employee receives direct access to a summary and all collected data. The customer does not need to repeat themselves.
Secure data processing
All personal data is managed according to the General Data Protection Regulation when the AI phone agent acts in your systems. You decide whether calls should be recorded and saved. You can choose how long the material is kept or opt out of recording entirely.
All information is processed and stored in European data centres. The data is encrypted both in transit and at rest.