
The AI Phone Agent recognizes the caller by their phone number, knows their order history, and finds the right product even when no item number is given. The order goes straight into your ERP system.

Your field sales reps dictate quotes and orders right after the customer meeting. No evening follow-up work, no calls or emails to inside sales. Special prices and discounts are captured during the conversation. Available only for known field sales phone numbers.

You decide how much the agent takes on: permanently as your switchboard, only as overflow when all lines are busy, or outside service hours. That way, no call ever ends up on hold or with a competitor, without adding headcount.

The Voice Agent answers questions about products and orders, connects callers with the right contact person, and takes callback requests, working as your 24/7 call answering service.

No second integration project: the Voice Agent combines AI voice calling with the same master data and the same validated processing pipeline as your documents. It knows your products, customers, prices, and delivery addresses from the very first call, ready to go even for new customers.

The Voice Agent from Workist is an AI Phone Agent for sales. It takes calls around the clock and in many languages, recognizes the caller by phone number, answers questions from the catalog and order history, captures orders and quote requests, connects callers to the right colleague, or takes a callback request. Every conversation is documented with a transcript and audio recording. Captured orders run through the same validated processing pipeline as your documents, all the way into your ERP system.
No. The Voice Agent gets its own phone number or connects to your existing phone system via SIP trunk. You decide whether it takes over your main number, only kicks in as overflow, or is active outside service hours.
From your master data. Unlike a generic AI call bot, the Voice Agent uses the same data foundation as the Workist Order Agent, sourced directly from your ERP: products, customers, prices, delivery addresses, and order history. That's why it finds the right product even when your customer describes it in their own words instead of giving an item number.
The Voice Agent asks for consent to record at the start of the call. If the caller declines, the call is handed off to an employee or ended immediately. All data is processed in the EU, GDPR-compliant, without training on your data.
It hands off. The Voice Agent connects the caller to the responsible colleague or takes a callback request and delivers it along with a call summary. The Voice Agent flags uncertain items so your team can review them specifically.
The AI Phone Agent is billed in packages, starting at 250 calls per month. Included are the phone number, agent setup, master data configuration, and the standard ERP tools. Details are available on request.
Yes. Unlike a human employee, the AI Phone Agent isn't limited to one conversation at a time. It can handle several calls in parallel, so even during call peaks, no one ends up on hold.
Typically within a few days to a few weeks. After connecting to your phone number or phone system and your ERP, you review real calls, including transcripts, during a short test phase before the agent goes live.
No, the Voice Agent sounds natural and carries the conversation like a human colleague.