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    AI voice agents

    A SmartNexo voice agent is an artificial intelligence assistant that answers your company's calls at any hour and can also call your customers. It understands what they say, captures their details, answers with your business information, books appointments and hands the call to a person when needed.

    Talk to SmartNexo on WhatsApp
    L-01 · VoiceOnline
    Inbound callThe agentOut to CRM

    What it does

    1. 01Answers inbound calls 24 hours a day, including after hours and on weekends.
    2. 02Makes outbound calls: quote follow-ups, prospect pre-qualification and appointment reminders.
    3. 03Captures the customer's details (name, phone, reason, what they need) and records them in your CRM.
    4. 04Answers with your business information: opening hours, services, location and requirements.
    5. 05Books appointments or visits directly in your calendar.
    6. 06Transfers the call to someone on your team when the case calls for it, with a summary of the conversation.
    7. 07Introduces itself as an AI assistant, and the customer can ask for a person at any time.

    What it looks like in practice

    Illustrative exampleInbound call
    In

    Good afternoon, I wanted to know if you have an appointment available tomorrow afternoon.

    Example
    The agent

    Checks the calendar, offers two time slots, confirms the one the customer picks and books it.

    Out to CRM
    • Name
    • Phone
    • Reason
    • Appointment booked

    What it connects to

    The voice agent connects to your telephony, your calendar and your CRM, and uses a language model to understand the call.

    The brain: AI models

    • OpenAI
    • Claude
    • Gemini

    Apps we have already connected

    Productivity
    Notion · Google Drive and Docs · Airtable · Microsoft 365
    Channels
    Gmail · Telegram · Instagram · Messenger
    Sales and scheduling
    Pipedrive · Calendly · Google Calendar
    Payments and store
    Stripe · PayPal · Shopify
    Work management
    Trello · Monday

    Your system has no integration? We build the connector.

    We have built custom CRMs and ERPs, connectors (CLI) for apps with no native integration, and our own booking calendars when nothing on the market fit. If your operation runs on an in-house system, the agent connects to it too.

    How we implement it

    1. Trace the workflow

      We measure how many calls come in, at what times and how many go unanswered today.

    2. Rules or AI?

      We separate what is a rule (opening hours, address, confirming an appointment) from what requires understanding the customer.

    3. Agent and human

      We define what the agent asks, its tone of voice and when it transfers to a person.

    4. Safe zone

      We agree on what data it asks for and never asks for, and which topics it does not answer on its own, such as unconfirmed prices or legal matters.

    5. Objectives measured

      We compare answered calls, booked appointments and transfers against the baseline.

    See the full TRAZO Method

    When it is not worth it

    We tell you before we start, not after:

    • If you get few calls a day and your team answers them well, a voice agent is not worth it.
    • If every call is a complex or high-value negotiation, a person should take it from the start: the agent can help filter, not close.
    • If all you need is an options menu («press 1…»), a rules-based system is enough and cheaper than AI.

    Frequently asked questions

    Does the customer know they are talking to an AI?
    Yes. The agent introduces itself as an artificial intelligence assistant and the customer can ask to speak with a person at any time. It is one of the rules we set in step Z (Safe zone) of the TRAZO Method.
    Can it make calls, not just answer them?
    Yes. Voice agents handle inbound and outbound calls: for example, quote follow-ups, prospect pre-qualification or appointment reminders.
    What happens if the agent cannot answer something?
    It transfers the call to someone on your team or takes the details so someone calls back, always with a summary of the conversation. The escalation rules are defined before launch.
    Does it connect to my telephony and my CRM?
    We review it case by case in the first step of the method: the agent connects to your telephony, your calendar and your CRM. If your system has no integration available, we build the connector.
    How much does it cost?
    It depends on the volume, the channels and the integrations your case needs. That is why we do not publish prices: write to us on WhatsApp and we will send you a quote once we understand your process.
    Fig. 09 — Open a lineLine open

    The switchboard is open. Write to us.

    Talk to SmartNexo on WhatsApp or write to info@smartnexo.com

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