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TrackAgent

A better way
to handle the call.

AI voice agents for sales and support calls. Routine requests fill your lines; we work with you on which calls an agent should take, what it may do, and when a person steps in.
Talk to salesExplore use cases
Illustrative workflow

  1. Understand the request

    Listen, confirm key details, and identify what's needed.

  2. Complete the task

    Take action in your tools, within the steps you allow.

  3. Hand off with context

    Share a summary and next steps with your team.

    When needed

A conversation with a clear next step.

Two illustrative conversations: a delivery change and a sales follow-up.

Customer support

Illustrative workflow

  1. Customer10:14 AM

    Hi, I need to reschedule my delivery for next week.

  2. AI agent10:14 AM

    No problem, I can help with that. Let's find a new date that works for you.

  3. Customer10:15 AM

    Great, Thursday works.

  4. AI agent10:15 AM

    Done. Your delivery is now on Thursday, and you'll get a confirmation shortly.

Delivery rescheduled

Result
New date
Thursday
Confirmation
Sent to customer
Status
Complete

Needs a person?

In this example, if the customer needs more help, the conversation and notes go to the team with the call.

Sales follow-up

Illustrative workflow

  1. AI agent2:02 PM

    Hi, this is an automated assistant following up on your request for a consultation. Is now a good time?

  2. Lead2:02 PM

    Yes, go ahead.

  3. AI agent2:03 PM

    Thanks. Would you like to set up a time to speak with the team?

  4. Lead2:03 PM

    Yes, Thursday afternoon works.

Meeting requested

Result
Lead
Requested contact · Client B
Preference
Thursday afternoon
Next step
Invite sent by the team

Ready for your team

Answers and next step captured for the sales rep.

What a good AI call needs.

  1. 01

    Answer with context

    Accurate answers based on information your team approves.
  2. 02

    Take the next step

    The task the caller asked for, such as a reschedule, a record update or a new case.
  3. 03

    Keep your team in control

    A summary your team can review, and a handoff when a person is needed.
  1. Conversation
  2. Action
  3. QA review

What an agent needs to know

Start with the knowledge your team trusts.

A discovery call starts with the information an agent would need for your calls, and who on your team approves it.
  • Policies and proceduresReturn rules, service terms and the steps your team follows.
  • Products and servicesWhat you offer and how it works, in the words your team uses.
  • Account detailsInformation such as billing dates or plan details, and the system that holds it.

Action limits

Decide what an agent may do.

Before any AI call goes live, the allowed actions for each call type need to be clear. These are the questions we work through with you.
  • Which actions are allowedFor each call type, a short list such as looking up an order or booking a time.
  • What is confirmed firstWhich details the caller should confirm before anything changes.
  • How the outcome is checkedHow the result is checked before the caller hears the task is done.

Designed with boundaries

Clear limits make agents dependable.

Dependable AI calls start with specific call types, a short list of actions, and clear moments to bring in a person.

Allowed actions

A short list of tasks, like looking up an order or booking a time, with the data each one may use.

Required steps

Saying it's an automated assistant, confirming details before changes, and checking the outcome before ending.

Hand off when

The caller asks for a person, the request is out of scope, or the conversation isn't going well.

Comparing options? Read How to evaluate an AI voice agent

Call quality intelligence

Quality does not end when the call does.

An AI call is only as good as what happened next. Reviewing calls against the actions taken shows whether the customer actually got what they needed.

Explore call quality

QA review

Illustrative workflow

  1. AI agent10:15 AM

    Done. Your delivery is now on Thursday, and you'll get a confirmation shortly.

  2. Customer10:15 AM

    Great, thank you!

Resolution confirmed

The agent completed the change and the customer confirmed it on the call.

Let's talk about your calls.

Talk to sales