See the Agents in Action
An AI agent for business answers customers on chat and on the phone, takes actions in your tools, and hands the conversation to a person when it should. These four scenarios show the Chat AI Agent and the Call Center Voice Agent handling bookings, lead qualification, after-hours support and outbound follow-ups, turn by turn, using only capabilities the platform has.
What can an AI agent do for a business?
An AI agent can answer customer questions from your own documents, book and reschedule appointments in Google Calendar, qualify leads with questions you define, send emails, update tickets in Zendesk or Jira, make and receive phone calls, and escalate to a person with the full transcript. It works around the clock, in chat and by voice.
Explore the AI Call CenterHow does an AI voice agent book an appointment?
A customer calls outside office hours. The Call Center Voice Agent answers immediately, checks real availability in Google Calendar, offers two slots, books the one the caller picks and sends the confirmation. A reminder call goes out the day before. No hold music, no callback list, and the booking is in your calendar when you arrive.
Inbound Call: After Hours
Illustrative example
Caller
Voice Agent
Caller
Voice Agent
Caller
Voice Agent
Illustrative example conversation, not a recording of a real call.
What happened here
Answered on the first ring, at night
The voice agent picks up 24/7, so bookings arrive while your team is off the clock.
Booked straight into your calendar
Real availability from Google Calendar, so there are no double bookings.
Confirmation and reminder handled
Follow-up happens automatically, including an outbound reminder call before the visit.
How does a chat agent hand a lead off to a phone call?
A visitor asks the website chat whether the service fits a team of twenty. The Chat AI Agent qualifies them with questions you define, team size, use case and timeline, then offers a call. The Call Center Voice Agent phones the visitor minutes later with the full chat context, so nothing is asked twice and the lead is still warm.
Website Chat: Product Inquiry
Chat agent qualifies, voice agent follows up by phone
Visitor
Chat Agent
Visitor
Chat Agent
Visitor
Chat Agent
Illustrative example conversation, not a recording of a real call.
What happened here
Qualified before a human touched it
Team size, use case and timeline were captured in chat, with questions you define in plain language.
Instant speed-to-lead
The phone follow-up happens while interest is hot, not days later.
One brain across chat and phone
The chat and voice agents share the same knowledge and context, so nothing gets asked twice.
What happens when the AI cannot resolve a support call?
A caller reports a double charge. Billing corrections need a person, so the voice agent says so instead of guessing, confirms the account email, and writes the issue up with the call transcript in the human handoff inbox. The customer leaves knowing exactly who will call back and when; your team opens the case with full context.
Inbound Call: Support
Illustrative example
Caller
Voice Agent
Caller
Voice Agent
Illustrative example conversation, not a recording of a real call.
What happened here
No guessing on sensitive topics
Billing needs a person, so the voice agent says so honestly instead of improvising an answer.
Escalation with full context
Your team opens the handoff inbox to a complete transcript, so the customer never repeats themselves.
The customer got an answer anyway
Even when the AI cannot resolve it, the caller leaves knowing exactly what happens next.
How do outbound follow-up calls work?
You load a list of quotes, lapsed customers or missed appointments, and the Call Center Voice Agent calls each person as part of an outbound campaign. It holds a real conversation: it reschedules, answers questions, accepts a polite no, and books a meeting when there is interest, with a calendar entry and confirmation ready for your sales team.
Outbound Call: Follow-Up
Illustrative example
Voice Agent
Customer
Voice Agent
Customer
Voice Agent
Illustrative example conversation, not a recording of a real call.
What happened here
The follow-up nobody had time for
Quotes and warm leads stop going stale; the campaign works through the list for you.
A conversation, not a broadcast
The voice agent reacts to what the person says: reschedules, answers questions, or takes a polite no.
Ends in a booked meeting
The call closes with a calendar entry and confirmation, ready for your sales team.
Do I need a chat agent, a voice agent, or both?
Choose by where your customers already reach you. A Chat AI Agent lives on your website and messaging channels such as WhatsApp. A Call Center Voice Agent answers and places phone calls. Many teams run both on one shared knowledge base, so a lead qualified in chat can be called back by voice without repeating anything.
Swipe sideways to see the full table
| Chat AI Agent | Call Center Voice Agent | Both together | |
|---|---|---|---|
| Channel | Website chat widget and WhatsApp | Inbound and outbound phone calls via LiveKit and Twilio | One agent brain across web, messaging and phone |
| Typical jobs | Answering questions from your documents, lead qualification, ticket creation, internal knowledge assistant | Appointment booking, after-hours support, reminder and reactivation campaigns, call routing | Qualify in chat and confirm by phone; support that starts in chat and ends in a call |
| Handoff | Escalates to the human handoff inbox with the transcript | Transfers to a person or logs the call transcript in the handoff inbox | Context carries over between channels, so nothing is asked twice |
| Best for | Websites with steady visitor questions and online lead flow | Businesses whose customers phone: clinics, trades, agencies, sales teams | Teams that want one agent wherever the customer shows up |
Start with the channel your customers use most; adding the second one later reuses the same knowledge base and integrations.
Which agent templates can I start from?
The platform ships internal agent templates: a receptionist, client intake, support deflection, outbound follow-up, lead qualification and an internal knowledge assistant. Pick one during onboarding and it is tailored to your business with your documents, tools and escalation rules. Templates are a starting point, not a marketplace; every agent is adjusted to your workflows.
AI Receptionist
Answers calls, books appointments, and routes conversations for local businesses.
Client Intake
Structured qualification questions for firms and agencies, with escalation rules.
Support Deflection
Resolves the repetitive questions from your knowledge base and escalates the rest.
Outbound Follow-Up
Reminder and reactivation campaigns that end in booked meetings.
Lead Qualification
Chat-first qualification on your website, with a phone handoff for hot leads.
Knowledge Assistant
An internal agent that answers your team's questions from company documents.
Questions about AI agent use cases
What is an AI agent use case?
An AI agent use case is one recurring job that an agent takes over end to end, with a clear trigger, a defined outcome and a rule for when to hand off to a person. Booking an appointment on an inbound call, qualifying a website visitor, answering support questions after hours and running an outbound follow-up campaign are the four shown on this page. Each one is built from an agent template, your documents and the integrations the job needs.
Can one AI agent handle both chat and phone?
Yes. The Chat AI Agent and the Call Center Voice Agent share the same knowledge base, instructions and integrations, so a conversation can start on your website and continue on the phone without the customer repeating anything. You decide per agent which channels it serves; many businesses start with one channel and add the second once the first is running smoothly.
What happens when the agent cannot answer?
The agent says so instead of guessing, tells the customer what happens next, and escalates the conversation to the human handoff inbox with the full transcript. Your team sees who asked what, replies from the same workspace, and the customer gets a real answer from a person. Escalation rules are part of the agent's instructions, so topics such as billing, complaints or legal questions always reach a human.
Can the voice agent make outbound calls?
Yes. The Call Center Voice Agent runs outbound campaigns as well as answering inbound calls: appointment reminders, quote follow-ups, reactivation of lapsed customers and callback requests from the website chat. Calls go out through LiveKit and Twilio telephony, each call is a real two-way conversation rather than a recorded message, and the result, such as a booked meeting or a reschedule, is written back to your calendar and tools.
Which business tools can the agent use?
Agents can work with Gmail, Google Calendar, Outlook, Confluence, Jira, Notion, Zendesk, WhatsApp, SMTP email and LinkedIn, and with your own systems through MCP tools and custom tool setup. That is how an agent books a slot in your calendar, creates a ticket, sends a confirmation email or looks up an answer in your documentation while the customer is still on the line.
How long does it take to set up a use case?
A single use case built from a template, such as an AI receptionist or support deflection, can be configured and tested shortly after onboarding: upload the documents, connect the calendar or ticketing tool, set the escalation rules and test it against real scenarios. Use cases that span chat and phone, or that need custom integrations or a self-hosted deployment, are scoped on a call so you get a realistic timeline before anything starts.
Can I try a use case before buying?
Yes. The live widget on this site lets you talk to a working agent right now, and the free plan lets you build your own agent on your own documents without a credit card. For voice scenarios, book a live demo and we will run one of these use cases with your own script, so you hear how the Call Center Voice Agent handles a booking or a follow-up before you commit.
Which industries are these use cases for?
Any business whose customers call, chat or need follow-up: dental and medical clinics booking appointments, law firms and agencies qualifying new clients, home service companies routing calls, and real estate or hospitality teams handling inquiries. The industry pages show each scenario adapted to that sector's vocabulary, hours and escalation rules, using the same agents and templates described here.
Last updated · Reviewed by Nemanja Milivojevic, Founder
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