AI consulting
Find the AI opportunities worth pursuing, assess data and risk, and get a roadmap you can act on.
Clara: the afternoon call that keeps the CRM current
A voice agent calls the person who deals with customers every afternoon, talks for five minutes, and leaves the day's activity recorded in the CRM. Nobody fills in a form.
We designed this in a real proposal that wasn't signed. We publish it as an example of how we approach a voice case: the figures are design targets, not measured results.
- Status
- Designed, not implemented
- Channel
- Outbound phone call
- Target length
- 5 to 8 minutes per call
- First stage
- 1 week, at no cost
The context
In teams that deal with people face to face — a residence, a branch, a clinic — much of what happens during the day never reaches the CRM. Not out of negligence: whoever is attending is with the person, not at a computer.
Without that record, the pipeline shows a partial version of reality and opportunities go cold without anyone noticing.
The real problem
Asking the team to log more never lasts. The alternative is to flip the burden: have someone ask and record for them.
The obvious risk is an AI writing into the CRM what it thinks it heard. That risk gets designed away, not promised away.
How we approached it
A stage zero with no voice technology
In the first week our own team makes the calls following the same script and delivers the structured data exactly as the agent would. It validates the questions before anything gets built.
Our orchestrator runs the conversation
Before each call, the orchestrator sends the context: who is on the line, which prospects are pending and what to ask today. The voice platform talks and transcribes; it doesn't have to guess.
The AI never writes to the CRM
The conversation becomes typed data against an agreed schema. The orchestrator validates and only then syncs with the CRM. Anything that doesn't fit goes to human review.
Summaries someone will actually read
The next morning, a summary per site; on Mondays, a management summary — assembled from the structured data, not from freely generated text.
Design targets
- One daily call of 5 to 8 minutes per site, at an agreed time.
- The day's activity in the CRM within 24 hours, with no forms.
- Every pending commitment turned into a dated task.
- A daily summary per site and a weekly one for management.
What it is built with
Retell AITwilioTypeScriptPostgreSQLHubSpot APIPython
Let's talk about your operation.
Tell us the process, the systems involved and the outcome you need. We'll assess the scope and the next steps with you.
Services involved
System integration
Connect applications, CRM, ERP and data sources with validation, traceability and error recovery.
AI agents and assistants
Document assistants and AI agents wired into your operation, with permissions and quality criteria.