INBOUND + OUTBOUND AI VOICE
AI calls that move work forward.
Give customers a clear first response and give your team the context to follow through. Connect configured voice routes to CRM records and workflows your team can review.
VOICE PLAYBOOK
Two directions. One clear next step.
See how an inbound request or an outbound follow-up can become visible work in the CRM. The examples use sample data and do not place a call.
Illustrative workflow
A caller gets a clear route to help.
Walk through an example where a voice agent captures intent and the configured workflow passes context to a person.
Illustrative journey. No call is placed.
- The signal
A caller reaches the business number and asks for a callback.
- What Nexora does
The configured voice agent collects the request. The workflow can route an eligible outcome to a task or human handoff.
- What your team sees
An owner can review the conversation outcome and the assigned follow-up. Call routing and available details depend on the connected provider.
Illustrative workflow
A sales follow-up becomes an owned opportunity.
See how a configured outbound agent can qualify a prospect and give sales a clear next step.
Illustrative journey. No call is placed.
- The signal
A prospect who agreed to be contacted has a follow-up due in the CRM.
- What Nexora does
The configured agent calls from an eligible number, uses the approved questions and records that the prospect wants to speak with sales.
- What your team sees
The lead owner can review the available call outcome and pick up the assigned follow-up. A qualified lead can move into the deals pipeline.
Illustrative workflow
A support request keeps its context.
Show your service team how to pick up an enquiry without starting the conversation over.
- The signal
A customer needs help with an open issue and asks to speak to the team.
- What Nexora does
A staff member reviews the available record and ticket history. A configured handoff can route the next action for review.
- What your team sees
The assigned owner knows the issue, what has already been tried and who is responsible for the next update.
CONVERSATION TOOLS
Give every call a useful next step.
Voice and messaging capabilities depend on the provider, phone routing and account configuration.
Inbound and outbound voice
Configure voice agents and supported phone routes for call handling and follow-up.
Review conversations
Review call records, transcripts and outcomes when those details are available from the provider.
Messaging in context
Connect supported SMS and WhatsApp channels when provider approval and sender setup are in place.
A PRACTICAL EXAMPLE
From call outcome to follow-up.
An example flow for a caller who wants an appointment or a human callback.
Understand the request
The agent captures why the caller reached out.
Route by outcome
A configured workflow checks the outcome and picks the appropriate follow-up path.
Put the team in control
An owner can review the context and act on the handoff.
CALL ROUTING
Plan your voice setup.
Bring your current carrier and destination details to the demo.
Can I keep my existing phone number?
That depends on your carrier and number type. We can review SIP trunking or provider routing and the requirements for inbound calls, outbound calls and caller ID.
VOICE & MESSAGING TOOLKIT
What goes into a connected voice setup.
A useful voice deployment starts with a clear call path, a defined agent role and a reviewable outcome.
Agent behavior and knowledge
Set up an agent for the job it should do, then decide when staff should take over.
- Define the purpose, greeting and language
- Choose which knowledge and tools the agent should use
- Specify an escalation or callback path
Numbers and call routing
Connect a supported number and decide how inbound and outbound calls should flow.
- Review number ownership and the carrier route
- Check caller ID and outbound permissions
- Agree routing hours, handoff destination and fallback
Outcomes and review
Give operators the information they need to act on a call.
- Review supported call outcomes and transcripts
- Use an eligible outcome to create or route the next action
- Inspect the result before widening the live rollout
Messaging and follow-up
Plan where SMS or WhatsApp belongs in the customer journey.
- Review sender identity and channel approval
- Agree consent and template requirements with the provider
- Verify delivery in the chosen account during implementation
SETUP QUESTIONS
What should we check with you?
Bring your carrier and provider names. We can use them to discuss the setup path.
Can we use ElevenLabs and our existing number?
We can review the ElevenLabs agent setup and whether your carrier supports the required number routing. SIP and caller ID requirements vary by carrier and account.
Can an agent hand off to a person?
A configured path can route a supported outcome to a staff task or handoff. Direct call transfer depends on the phone setup and provider capabilities.
What about automated appointment booking?
The product can show internal availability and appointment management. The voice booking path needs separate validation for your agent, routing and available tools.
NEXT STEP
See a voice workflow in action.
Share how you receive calls today and what should happen when a conversation ends.