Initial qualification
Ask a short, fixed set of questions and record the answers.
Products
Explore voice-led automation for repeatable phone interactions while keeping clear escalation routes, compliance checks and visibility into call outcomes.
Use cases
Voice agents work well on narrowly defined, repeatable conversations. The scope for your account is agreed in a demo and a pilot, and it depends on the capabilities approved for you.
Ask a short, fixed set of questions and record the answers.
Answer common, predictable questions in a controlled way.
Collect details such as names, preferences and callback times.
Start with one use case and widen it once results are reviewed.
Call flow
Each interaction follows a defined path, so teams know what happened and why.
The agent introduces itself and states the purpose of the call.
It works out what the person needs, using prompts you approve.
Answers are collected in a structured form.
Key details are repeated back before moving on.
The call ends politely or moves to a person.
The outcome is recorded for reporting.
Escalation
People stay in the loop. Transfer triggers, failure handling and business-hour rules are set with you, and routing rules decide where a call goes next; see call routing and management.
Questions worth putting to any voice AI supplier. Specifics for your account are confirmed in a demo and in writing.
| Topic | What to ask | Why it matters |
|---|---|---|
| Voices | Which voices are available and how they are chosen. | The voice shapes trust in the first few seconds. |
| Languages | Which languages and accents are supported today. | Coverage must match the people you call. |
| Fallbacks | What happens when speech is not understood. | A clear route to a person avoids dead ends. |
| Sensitive topics | How restricted subjects are handled. | Guardrails protect callers and your brand. |
| Evaluation | How performance is reviewed over time. | Quality should be measured, not assumed. |
Capability notes are confirmed with the product team before launch.
Integrations
Voice interactions are most useful when their results reach the tools your team already uses. Read about the voice API and webhooks or the wider AI and automation options.
Send captured details to your CRM through the API.
Trigger actions on call events, such as alerts or record updates.
Keep call detail records available to your own systems.
Start follow-up work in other tools, where supported.
Oversight
Supervisors need to see what voice agents are doing. Outcome views sit alongside the rest of your reporting and analytics.
Group calls by result, such as qualified or handed off.
See when and why calls moved to people.
Measured only where the product reports them.
Available only where supported and permitted.
Pilot checklist
Start small and learn. Consent and recording rules matter here, so involve your own advisers and review compliance controls.
Pick a narrow, repeatable conversation.
Try unclear speech, interruptions and unexpected answers.
Confirm what callers must be told and what you may record.
Increase volume in steps while reviewing outcomes.
Add use cases once results are understood.
Product demonstration
A demonstration shows the voice experience, handoff routes and reporting that apply to your account. The wider flow is explained in how it works.
An AI voice agent is software that holds a spoken conversation over the phone, following a defined script and rules. It can ask questions, capture answers and pass the call to a person when needed. Its scope should be narrow and clear. The capabilities available to your account are confirmed in a demonstration and agreed before any pilot.
Voice agents are designed to work alongside people, so handoff to a human is a core part of the design. Transfer triggers, business-hour rules, fallbacks and the context passed to the agent are agreed with you and validated in a demo. Routing rules then decide which team or queue receives the call.
Voice agents can be used within calling workflows, and Dialog is built for outbound operations. Whether a particular outbound use case is supported on your account is confirmed in a demonstration. Outbound calls carry consent and calling-hour obligations, so agree the use case, the lists and the rules with your own advisers before launch.
Language and voice coverage depends on your configuration and the capabilities approved for your account, so it should not be assumed from a general description or from another product. Tell us which languages, accents and regions you call, and we will confirm exactly what is available in a demonstration.
Yes, through the API and webhooks. Details captured in a conversation can be sent to your CRM, and call events can start follow-up work in other tools. These connections are built with the API rather than packaged connectors, so scope them early with the team and test them with real examples. See Voice API & Integrations for the options.
Consent and recording rules depend on where you and the people you call are located, and your organisation remains responsible for meeting them. Dialog provides controls and records that support your policies. Recording and transcript availability is confirmed in a demo. Review the position with your own legal advisers before any pilot.
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users