AI Calling Agent
AI That Answers Calls and Makes Them For You
Never miss a client call, on any site, in any region. Proactively confirm site visits. Follow up on open quotes. Our AI Calling Agent handles both inbound and outbound calls 24/7: booking jobs against the contract, dispatching techs, and keeping facilities managers and site contacts informed.
Service desk · Calling AgentAnswering 24/7Incoming call
Dana Cole
Facilities manager · Northwind Property Group
(617) 555-0142 · ringing
Live transcript
What the agent looked up
Site
Riverside Plaza · on Northwind MSA
Priority
P2 · 4-hour SLA
PO 4471
Valid · $1,500 NTE remaining
Nearest qualified
Luis M. · HVAC · 18 min away
Actions
P2 booked in 1 minute 54, inside the SLA.
Job on the contract, tech on the way, client told. Nobody at the desk picked up.
24/7
Always Available
100%
Calls Answered
<3s
Response Time
40%
Cost Reduction
Inbound and outbound
Two Powerful Modes, One AI Agent
Handle incoming client calls and proactively reach out to site contacts, all automated
Inbound Calls
Answer every client and site call
- Answer calls instantly, 24/7/365
- Book site visits directly against the contract and SLA
- Qualify priority (P1, P2, routine) against the contract
- Dispatch technicians for urgent issues
- Provide quotes and service information
"Meridian Facility Services, this is the service desk. ... Thanks, I have your Riverside Plaza site on the Northwind contract. A failed rooftop unit over the data room is a P2, so the SLA window is four hours. Let me book the nearest qualified technician against that contract..."
Outbound Calls
Proactive client and site outreach
- Confirm appointments 24 hours ahead
- Notify site contacts of technician arrival
- Follow up on quotes and estimates
- Collect post-service feedback
- Schedule maintenance reminders
"Hi, this is a courtesy call from Meridian Facility Services for the site contact at Northwind's Riverside Plaza. I'm confirming tomorrow's planned maintenance visit between 9 and 11 AM under PO 4471. Is the loading dock still the access point, and who should our technician sign in with?"
Every call type
What the Calling Agent Handles
From P1 emergencies to routine site confirmations, every call type covered
Emergency Dispatch
Appointment Booking
Appointment Reminders
Tech ETA Updates
Quote Follow-ups
Satisfaction Surveys
Maintenance Reminders
Warranty Claims
Multi-Language Support
How it works
How It Works
Seamless integration with your existing phone system and workflows
- 1
Call Connects
A client or site contact calls your service desk number, or the AI initiates an outbound call from your queue. - 2
AI Understands
Natural conversation to understand the need: service request, question, or confirmation. - 3
Action Taken
Books appointment, dispatches tech, updates records, or escalates to human if needed. - 4
Follow-up Sent
The caller receives confirmation via text/email. Call transcript saved for your operations team.
Real conversations
Real Conversations
See how natural and helpful the AI Calling Agent sounds
Inbound - P2 Site Call
"Good afternoon, Meridian Facility Services service desk. This is the AI assistant. Which site are you calling about?"
"It's Dana, facilities manager for Northwind Property Group, Riverside Plaza. The rooftop unit over our data room has tripped and the room is heating up. PO is 4471."
"Thanks, Dana. I have Riverside Plaza on the Northwind contract, and a cooling failure affecting a data room is a P2, so the SLA window is four hours. I can have a qualified technician on site between 2 and 4 PM today, booked against PO 4471. Is the loading dock still your access point?"
Result: P2 job booked against the contract, SLA clock started, tech dispatched, facilities manager received text confirmation
Outbound - Site Visit Confirmation
"Hi, this is a courtesy call from Meridian Facility Services for the site contact at Northwind's Harbor Point building. I'm confirming the planned maintenance visit tomorrow, Thursday, between 9 and 11 AM. Will the site be accessible then?"
"Tomorrow's a problem, the fire panel contractor has the plant room all morning. Can we move it to Friday? Our building engineer will need to sign your tech in."
"No problem. It's still inside the contract's maintenance window. Let me check Friday... I have 8-10 AM or 1-3 PM. Which works better, and should our technician ask for the building engineer at the front desk?"
Result: Visit rescheduled within the contract window, access notes updated, no-show prevented
Integration
Seamless Integration
The Calling Agent connects with your existing systems and works alongside your dispatch desk, not replacing it, but handling the routine so your team can focus on complex issues.
Phone System Integration
Works with your existing service desk numbers
Calendar Sync
Real-time availability from your scheduling system
CRM Updates
Every call logged with full transcript and actions taken
Human Escalation
Seamlessly transfer to your team when needed
After Every Call You Get:
The suite
Works With Other AI Agents
The Calling Agent integrates with our full AI suite
Safeguards
What happens when it gets it wrong
The honest question about letting AI talk to your customers on the phone. These are the actual mechanisms, with their real defaults, not reassurance.
No write commits silently
The agent has to read the change back before committing it. For anything high-stakes, a cancellation or a payment, a spoken "yes" is not enough: the caller has to press the confirmation key after the change is staged. Every attempt, whether it committed or was refused, is written to that call's audit, so you can prove nothing went through unconfirmed.
It hands over warm, not cold
When a call escalates, the agent speaks a one-line brief to whoever picks up, who is calling and why, before bridging the customer in. Your person starts the conversation already knowing what it is about.
Voicemail costs a fraction of a call
On outbound, answering-machine detection leaves your message after the beep and ends the call without ever starting a conversation. And when it genuinely cannot tell, it assumes a human, because hanging up on a real customer is far worse than a few seconds spent talking to a machine.
Card numbers never reach the database
Card numbers and social security numbers are masked in the transcript before it is stored, so the raw digits are never written down. Recording is off until you turn it on, you choose whether to announce it or require the caller to opt in, and declining keeps the call going un-recorded. Audio is never handed out by URL: it plays only through an authenticated, tenant-scoped route.
A stuck call cannot drain your budget
Every call has a hard maximum length, so a looping or abandoned call hangs up instead of running. On top of that you can set a monthly ceiling: cross it and the phone channel suspends itself and notifies your managers, rather than quietly spending the rest of your AI budget. Resuming is a deliberate action, not something that happens because someone nudged the limit up.
AI and humans, working together
The agent takes the calls nobody got to: the after-hours enquiry, the fifth reschedule, the no-show chase. Your people take the ones that need a person. Neither is doing the other's work.
Never Miss Another Call
Every missed call is an SLA at risk. Let our AI Calling Agent give every client site round-the-clock coverage, so priority calls are logged, booked and on the clock the moment they come in.
Pair this agent with
Most teams adopt one agent first, then layer in two or three more in the same week.
Works in every trade
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