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VOICE

Handles phone conversations and actions.

Configure CampaignWise to answer incoming calls, using the same approved knowledge and workflows as WhatsApp and web. It can answer common questions, capture caller details, qualify leads, check availability, and book appointments, or route the call to a person.

  • 7 things it handles
  • 4 steps end to end
  • 1 connected platform
Part of 6 modules that share one customer record
01 / HOW IT FLOWSOne request, start to finish

What happens when it runs.

A typical workflow for Voice Agent. Your approved knowledge, rules and connections determine the exact steps.

  1. A customer calls the business

  2. CampaignWise answers and understands the reason for the call

  3. It resolves the request directly, or routes to a person for anything sensitive

  4. The call summary and any actions taken are added to the customer's CRM record

02 / WHAT IT CAN DO7 things it handles

Voice Agent, with a clear role.

Voice, WhatsApp and web all draw on the same customer context, so a caller never has to repeat themselves if they message afterward.

Review the knowledge, permitted actions, and connected tools with your team. The exact scope of your setup is confirmed during the walkthrough.

  • Answer incoming calls
  • Answer common questions
  • Capture caller details
  • Qualify leads by phone
  • Check availability and book appointments
  • Route to a human when needed
  • Update the CRM automatically after every call
YOUR NEXT STEP

See Voice Agent in your customer journey.

Walk through your customer journey with us. We’ll confirm the knowledge, workflows, and connections your setup needs.