Project overview
Missed calls are lost leads and cases. We built an AI receptionist that takes those calls, recognizes the caller by their CRM number and leaves the team a clean call summary.
The challenge
The AI receptionist had to smoothly take over calls and know who it is talking to.
Lost calls = lost leads
Calls missed after hours or at peak time simply disappear.
CRM personalization
The bot should know who is calling and about what before it speaks.
Safe contact matching
Matching by number must be strict - the bot cannot greet a random person.
Smooth takeover and handoff
Conditional call forwarding plus a clean summary back to a human.
Our solution
The solution runs from call forwarding to a summary delivered to the team.
Conditional forwarding
Missed, busy or unreachable calls go to the bot together with the caller number.
Pre-call from CRM
Before the call the bot pulls name, company and open topic from the CRM, matched strictly by number.
Conversation and data capture
A natural Polish conversation that collects defined fields and ends the call on its own.
Post-call to the team
A summary and transcript reach the team as a notification and a task.
Describe what you want to improve - quote in 24h
Tell us what you need - an app, website or store, an integration or an AI agent. You get a concrete quote for what you want: what we will do, how much it costs and when we can start.
Project duration
phased rollout
Scope of work
AI Voicebot / Phone reception
Technologies
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