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Overview

AI voice agents can be deployed across many business scenarios. Below are the most common use cases with deployment strategies and configuration tips.

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Use Cases

Deployment: Phone number (incoming calls) + Web widgetWhat the agent does:
  • Answers frequently asked questions
  • Provides account information
  • Troubleshoots common issues
  • Transfers complex cases to humans
  • Available 24/7
Configuration highlights:
  • Comprehensive knowledge base essential
  • Transfer actions configured
  • Multiple escalation paths
  • Clear guardrails for what agent can’t do
Deployment: Phone number (incoming) + Web widget + Outbound campaigns (reminders)What the agent does:
  • Checks availability
  • Books new appointments
  • Reschedules existing appointments
  • Sends confirmations
  • Calls with reminders before appointments
Configuration highlights:
  • Cal.com booking integration
  • Timezone handling
  • Email/SMS confirmation
  • Reminder campaign setup
Deployment: Outbound campaigns + Phone number (callbacks)What the agent does:
  • Calls leads from your list
  • Asks qualifying questions
  • Gathers requirements
  • Scores leads
  • Books meetings with sales for qualified leads
  • Adds to nurture for unqualified leads
Configuration highlights:
  • Qualification criteria in instructions
  • CRM integration via custom actions
  • Objection handling scripts
  • Campaign analytics
Deployment: Phone number (incoming) + Web widgetWhat the agent does:
  • Looks up order information
  • Provides tracking numbers
  • Checks delivery estimates
  • Handles delivery issues
  • Answers product questions
Configuration highlights:
  • Dynamic context (order lookup via API)
  • Knowledge base with product info
  • Transfer to specialist when needed
Deployment: Outbound campaigns + Phone number (inbound for callbacks)What the agent does:
  • Calls prospects who showed interest
  • Confirms needs and timeline
  • Answers initial questions
  • Books demos with sales team
  • Handles objections professionally
Configuration highlights:
  • Different greeting for outbound
  • Calendar integration
  • CRM updates via custom actions
  • Lead scoring logic

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Multi-Channel Strategy

Many businesses deploy the same agent across multiple channels: Example: Customer Support Agent
  • Phone number for incoming support calls
  • Web widget on help center and product pages
  • Outbound campaign for proactive check-ins with customers
The agent has the same knowledge, personality, and capabilities - but introduces itself appropriately based on the channel. Example: Sales Agent
  • Outbound campaign for lead qualification
  • Phone number for inbound callbacks from interested leads
  • Web widget on pricing page to capture high-intent visitors

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Next Steps

Agent Deployment

Learn how to deploy agents across channels

Create Your First Agent

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