
The AI sales phone assistant recognises the caller by their phone number, knows their order history and finds the right item even when no article number is mentioned. The order lands directly in your ERP system.

Your field sales team dictates quotes and orders right after the customer meeting. No evening rework, no calls and emails for 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 your service hours. That way no call ends up in the hold queue or with a competitor, without any extra staff.

The Voice Agent answers questions about products and orders, connects callers to the right contact person and takes callback requests. These reach the responsible colleague by email, together with a summary of the conversation.

No second integration project: the Voice Agent draws on the same master data and the same proven processing pipeline as your documents. It knows items, customers, prices and delivery addresses from the very first call. It is ready to go immediately for new customers too.

The Workist Voice Agent is an AI sales phone assistant for inside sales. It takes calls around the clock and in many languages, recognises the caller by their phone number, answers questions from the catalogue and the 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. Captured orders run through the same proven processing pipeline as your documents, all the way into the ERP system.
No. The Voice Agent is given its own phone number or is connected to your existing phone system via SIP trunk. You decide whether it takes over the main number, steps in only for overflow, or is active outside your service hours.
From your master data. Unlike a generic AI phone assistant, the Voice Agent uses the same data basis as the Workist Order Agent, taken straight from your ERP: items, customers, prices, delivery addresses and order history. That is why it finds the right item even when your customer describes it freely instead of quoting an article number.
The Voice Agent obtains consent to record at the start of the conversation. If the caller refuses, the call is handed over to a member of staff or ended straight away. All data is processed in the EU, in line with the GDPR, and never used to train on your data.
Then it hands over. The Voice Agent connects the caller to the responsible colleague or takes a callback request and passes it on together with a summary of the conversation. Uncertain line items are flagged rather than guessed. Your team sees immediately where a check is needed.
The AI sales phone assistant is billed in packages, starting at 250 calls per month. This includes the phone number, setting up the agent, adapting the master data and the standard ERP tools. Details are available on request.