Beispiel

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Availability
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Lost orders
80%
Cost savings
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Integrated into your systems

How the AI Phone Agent Works for Your Sales Team

The phone is the only channel that interrupts your workflow. Emails and documents can be processed in your own time, but a call pulls a trained specialist straight out of their work, and afterward the same information gets typed into the ERP a second time. The Voice Agent from Workist is the AI Phone Agent for your sales team: it takes over order capture on the phone, recognizes the caller, and records quote requests and callback requests directly in the system. Because it uses your ERP master data, it knows your products and your customers from day one, becoming part of your sales automation without a second integration project.
Capture orders over the phone

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.

Relief for your field sales team

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.

Full control over scope and operating hours

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.

Your front desk, available 24/7

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.

The first AI phone assistant that works directly with your ERP data

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.

Your path to your own Voice Agent

  1. 1Connect via a dedicated phone number or your existing phone system.
  2. 2Sync master data from your ERP (products, customers, prices).
  3. 3Test phase with real calls, including transcripts for review.
  4. 4Go live with the scope defined beforehand (permanent, overflow, or outside service hours).
Beispiel

Workist's AI Agents in Practice

These companies are already automating their sales processes with Workist, from the email inbox to the phone to the ERP.

Frequently Asked Questions

What is the Voice Agent from Workist?
Do we need a new phone system for this?
How does the Voice Agent know our products and customers?
What about call recording and data privacy (GDPR)?
What happens when the agent doesn't know the answer?
What does the AI Phone Agent from Workist cost?
Can the AI Phone Agent handle multiple calls at the same time?
How quickly is the Voice Agent up and running?
Does the AI Phone Agent sound like a robot?

No more missed calls

Turn every call into a captured order, even when nobody is free to pick up. Book a demo and hear how the AI sales phone assistant handles your own items.
Q2 2025 OMR Top Rated Badge for Workist in the Category Intelligent Document ProcessingQ1 2025 OMR Leader Badge for Workist in the Category Intelligent Document Processing
OMR Reviews • 4.8 ★