AI Voice Agents — Pro Plan

Build a smarter AI voice system that can handle incoming and selected outgoing calls, answer business questions, qualify leads, schedule appointments, update your sales systems, and transfer important conversations to your team.

The Pro Plan is designed for growing businesses that want their AI voice agent to do more than answer the telephone and need voice automation connected with their lead generation, appointment booking, or sales process.

What's Included

• 1 Advanced AI Voice Agent — A professionally configured voice agent designed around your selected customer service, lead generation, booking, or sales workflow.
• Inbound & Outbound Call Capability — Configure the agent for incoming calls and one approved outbound use case such as lead follow-up, appointment confirmation, callback requests, or another appropriate calling workflow.
• Advanced Custom Call Flow — Create a structured conversation with multiple paths based on what callers say, what information they provide, and the purpose of the call.
• Up to 30 Questions, Responses or Conversation Paths — Configure a broader range of business questions, qualification steps, responses, and call situations than the Starter package.
• Business Knowledge Integration — Use selected website information, FAQs, products, services, policies, documents, or other approved business material to support the agent's conversations.
• AI Lead Qualification — Ask appropriate questions to help identify what a caller needs and collect useful information such as service interest, location, urgency, budget range, or another agreed qualification factor.
• Appointment Booking Integration — Connect the agent with one compatible scheduling platform so qualified callers can check available times and book an appointment where supported.
• Appointment Rescheduling or Cancellation — Where supported by the selected scheduling platform, allow callers to request changes to an existing appointment.
• Up to 3 Business Integrations — Connect the agent with up to three compatible systems such as your CRM, calendar, Google Sheets, automation platform, email system, or messaging service.
• CRM Lead Sync — Send selected caller details, enquiry information, qualification results, or appointment information into a compatible CRM or lead-management system.
• Call Summary — Where supported, generate a useful summary of completed calls so your team can quickly understand the reason for the call and important information collected.
• Call Outcome Tagging — Categorize selected calls using simple outcomes such as New Lead, Appointment Booked, Follow-Up Required, Existing Customer, or another agreed status.
• Human Call Transfer — Transfer selected callers to a team member when the situation requires human sales or customer-service assistance.
• Conditional Transfer Rules — Define when the agent should continue the conversation and when a call should be escalated to a person.
• Basic Follow-Up Automation — Where supported, trigger an agreed follow-up action such as an email or SMS confirmation after a call or appointment.
• Missed or Failed Call Handling — Configure appropriate actions for selected situations where a call cannot be completed or needs additional follow-up.
• Custom AI Voice Selection — Select and configure an appropriate supported voice for the required business style and audience.
• Complete Call-System Testing — Test inbound calls, selected outbound workflow, qualification, appointment booking, CRM updates, transfers, follow-up actions, and main conversation paths before launch.
• 2 Revision Rounds — Two reasonable revision rounds are included for adjustments within the originally agreed project scope.
• 14-Day Post-Launch Support — Receive assistance for setup-related issues and reasonable minor corrections during the first 14 days after launch.

How AI Helps

The Pro Voice Agent can understand natural spoken questions, use approved business knowledge, collect structured information, follow conditional conversation paths, and trigger selected actions in connected systems. This makes it more useful than a standard automated phone menu or simple recorded receptionist.

Business Benefits

• Qualify Leads Before Your Team Speaks to Them — Collect useful information so salespeople can begin conversations with more context.
• Move Calls Toward Appointments — Allow suitable prospects to progress from a telephone enquiry toward an available appointment within the same workflow.
• Keep Your CRM Updated — Reduce repetitive data entry by sending selected call and lead information into your connected system.
• Handle Both Incoming and Selected Outgoing Calls — Use voice automation for more than answering the telephone by adding an approved follow-up or outbound workflow.
• Give Your Team Better Call Information — Call summaries and outcome data can help staff understand what happened before they begin their own follow-up.
• Keep Humans Available for Important Conversations — Use transfer rules to move complex, sensitive, or high-value conversations to an appropriate team member.

Ideal For

• Growing businesses
• Real estate businesses
• Home and professional service companies
• Digital agencies
• Appointment-based businesses
• B2B sales teams
• Companies using CRM software
• Businesses receiving regular phone leads

Why Choose the Pro Plan?

The Pro Plan turns an AI receptionist into a more complete lead and appointment system. It includes inbound and approved outbound calling, up to 30 conversation paths, lead qualification, appointment scheduling, three integrations, CRM synchronization, call summaries, human transfer, follow-up automation, testing, revisions, and post-launch support.

Please Note

Voice platform subscriptions, telephone numbers, AI usage, per-minute calling fees, telecom charges, SMS or email services, CRM software, calendars, APIs, automation platforms, and other third-party fees are billed separately where required.

What's Included

Full setup, integration and testing handled by our team. You receive a dashboard to monitor performance from day one.

Delivery Timeline

Your delivery timeframe is confirmed after we review the project requirements. Smaller projects may be completed within a few business days, while larger or more complex projects may require additional time.

Support

Project support is available throughout the delivery process for questions, progress updates, and delivery assistance.