AI Agents & Automation

AI That Picks Up
The Phone For You

Deploy autonomous AI agents that qualify leads, book appointments, answer questions, and handle routine calls—24/7, at unlimited scale. Your team focuses on closing; AI handles the rest.

Every missed call is missed revenue. Every hour your reps spend on unqualified leads is an hour they're not closing deals. Every after-hours inquiry that goes to voicemail is a prospect who might not call back.

24/7
Availability
Instant
Response Time
Unlimited
Scale
81%
Cost Reduction

The Scalability
Problem

Growth creates a paradox. More leads means more opportunity—but also more calls to answer, more follow-ups to make, more routine conversations that consume your team's time.

Missed
after-hours calls
No one to answer at 11 PM. Prospects call your competitors instead.
Hours
wasted on unqualified leads
Closers spending valuable time on tire-kickers who'll never buy
Hiring
doesn't scale linearly
Double your call volume? You can't just double headcount overnight.

Call Optix AI Agents Change the Math

Intelligent agents that answer inbound calls, qualify leads, book appointments, handle FAQs—around the clock, without breaks, at unlimited scale. Outbound agents that follow up on leads, confirm appointments, collect feedback, and re-engage cold prospects. All with natural conversation ability and the intelligence to know when a human should take over.

Conversational AI, Not IVR — Natural dialogue

Never Miss
Another Call

AI agents that answer calls 24/7—qualifying leads, booking appointments, answering questions, and taking messages with natural conversation ability.

AI Inbound Agent
11:32 PM Call
AI Agent

"Hello! Thanks for calling. How can I help you today?"

Lead

"Hi, I'm looking for pricing information on your enterprise plan"

AI Processing
Intent: Pricing InquiryTier: EnterpriseQuality: High Intent
AI Agent

"Great! I'd be happy to help. Can I ask—how many users would you need for your team?"

Lead qualified • Meeting booked for 10 AM • CRM updated automatically

What Inbound AI Agents Do

Traditional after-hours options are terrible: voicemail that prospects ignore, IVR menus that frustrate callers, answering services that can't actually help. Call Optix Inbound AI Agents are different—they conduct natural conversations, understanding intent, asking relevant questions, and providing real answers.

Lead Qualification
AI asks qualifying questions (budget, timeline, needs), scores the lead, and either books a meeting or adds to nurture.
Appointment Booking
AI accesses your calendar, offers available slots, confirms appointments, sends calendar invites—complete booking flow.
FAQ Handling
Common questions answered instantly: pricing, hours, services, locations, policies. AI trained on your knowledge base.
After-Hours Coverage
Full-service response at 2 AM, on weekends, on holidays. Callers get help; you get leads. No overnight staff required.
Message Taking
When AI can't fully resolve, it takes detailed messages with context—not just "someone called."
For Small Business Owners

You can't afford a receptionist, but you can't afford to miss calls either. AI Inbound Agents give you 24/7 coverage at a fraction of the cost—every call answered, every lead captured, every inquiry handled professionally.

Outbound AI Agents

AI That Makes
Calls For You

Autonomous outbound agents that qualify leads, confirm appointments, collect feedback, and re-engage prospects—at scale, without rep time.

Lead Qualification Campaigns
Upload a lead list; AI calls each one, asks qualifying questions, delivers prioritized opportunities. Reps only talk to leads worth their time.
Appointment Confirmation
AI calls to confirm upcoming appointments, reschedules when needed, updates your calendar automatically. Reduce no-shows without admin overhead.
Customer Satisfaction Surveys
Post-purchase or post-service survey calls. AI asks about experience, collects ratings, notes feedback, flags unhappy customers.
Re-Engagement Campaigns
Cold leads from 60, 90, 180 days ago. AI checks if circumstances have changed, re-qualifies interest, books meetings with those ready to re-engage.
The Math of Outbound AI

One SDR makes maybe 50 calls per day. Outbound AI Agents can make 500. A task that would take your team a week happens overnight. Scale isn't about hiring more people—it's about multiplying what people can do.

Outbound Campaign
Running
500
Total Leads
342
Called
87
Qualified
Campaign Progress68% Complete
Recent Outcomes
High-interest leadAcme Corp
Requested callbackTechStart Inc
Not interestedGlobal LLC
Meeting bookedStartup Co
Handoff in ProgressEscalating
Escalation Triggered

Sentiment detection: Customer frustration detected at 4:32

Handoff Context
Customer:Sarah Martinez
Issue:Billing question
Call Duration:4:32
Sentiment:Frustrated
Routing To
JD
John Davis
Senior Support • Available
Ready
Full transcript & context transferred • No repeat explanations needed
Human Handoff Intelligence

AI Knows
When to Hand Off

AI isn't meant to handle everything. Complex negotiations need human judgment. Upset customers need human empathy. High-value opportunities need human expertise. The key is knowing when.

Sentiment-Triggered Escalation
AI monitors caller sentiment in real-time. Frustration, anger, or distress triggers automatic handoff to a human agent.
Complexity Detection
When inquiries exceed AI's training or capability, it recognizes the limitation and escalates rather than fumbling.
Value-Based Routing
High-value leads or VIP customers can be flagged for immediate human handling. AI qualifies and connects; humans close.
Warm Transfer With Context
When AI hands off, the human receives everything: transcript, caller info, identified needs, sentiment trajectory, escalation reason.
AI That Knows Its Limits

The fear with AI isn't that it will handle things—it's that it will handle things badly. Human Handoff Intelligence ensures AI stays in its lane: handling routine brilliantly, escalating complexity gracefully, and never leaving callers stuck.

Use Case Library

Pre-Built Templates
For Common Scenarios

Start fast with proven AI agent configurations for lead qualification, appointment booking, customer surveys, and more—customizable for your business.

Lead Qualification

Pre-built qualification flows for B2B sales, real estate, insurance, automotive. Customize questions; keep the proven structure.

Appointment Booking

Configuration for scheduling discovery calls, demos, consultations, service appointments. Calendar integration ready to go.

Customer Surveys

NPS surveys, CSAT collection, post-purchase feedback, service follow-up. Proven question sequences that get responses.

FAQ & Support

Common support scenario handling: hours/location inquiries, order status, basic troubleshooting, policy questions.

Reminders & Confirmations

Appointment confirmations, payment reminders, renewal notices. Professional, friendly, effective.

Custom Templates

Create agents that work well? Save them as templates for your organization. Build your own library of proven configurations.

From Zero to Live in One Day

Most AI implementations take months. With Use Case Library templates, you can deploy a functional AI agent handling real calls within 24 hours. Start with what works; refine as you learn.

Agent Builder & Customization

Build AI Agents
Your Way

Templates get you started. The Agent Builder lets you create exactly what you need. Design conversation flows visually—drag-and-drop nodes, branching paths, conditional logic. No coding required.

Visual Flow Designer
Drag-and-drop interface
Branching Logic
If/then routing rules
Persona Customization
Match your brand voice
Variable Injection
Personalize with data
Testing Sandbox
Test before deployment
A/B Testing
Test flow performance
No-Code Doesn't Mean No Control

The Agent Builder gives marketing and operations teams the power to create sophisticated AI agents without waiting for engineering. Full control, visual interface, zero code.

Agent Flow BuilderVisual Editor
Call Received
AI Greeting
"How can I help today?"
Intent Detection
Qualify customer need
Route Decision
High value? Urgent? FAQ?
High Value
→ Human Agent
Standard
→ AI Handles
Drag-and-drop to customize • Add conditions, actions, integrations
Automation Workflow
Active
Trigger
AI qualifies lead as "Hot"
Automated Actions
Create deal in CRM
Notify assigned rep via Slack
Send email with AI summary
Create follow-up task for 24h
Total Execution Time2.3 seconds
Automation Workflows

Automate the Actions
After the Call

AI handling the call is just the beginning. What happens after the call matters just as much: updating the CRM, sending a follow-up email, notifying the right team member, creating a task, triggering a nurture sequence.

Visual Workflow Builder
Drag-and-drop workflow creation. See the entire automation visually; edit without code.
Trigger Conditions
Workflows triggered by call outcomes, sentiment thresholds, specific responses, time-based rules, or custom conditions.
Multi-Step Actions
Chain multiple actions in sequence: update CRM, then send email, then create task, then notify team.
Conditional Branching
Different actions based on conditions. Hot lead goes one path; cold lead goes another.
Third-Party Integrations
Connect to CRMs (Salesforce, HubSpot), communication tools (Slack, email), ticketing systems, and more.
The Fully Automated Interaction

AI answers the call. AI qualifies the lead. AI books the meeting. Workflow updates the CRM, notifies the rep, and sends confirmation emails. A complete interaction—from ring to resolution—with zero human touch. That's the power of AI Agents plus Automation Workflows.

The Economics of
AI Agents

AI Agents aren't just convenient—they're transformational for unit economics.

Metric
Human Team
Traditional approach
With AI Agents
Automated approach
Cost per call
$8
$1.50
After-hours coverage
None (voicemail)
Full handling
Speed to lead
2-4 hours avg
Instant
Calls handled per day
50/rep
Unlimited
Qualification consistency
Varies
100%
Scale Without Proportional Headcount
Double call volume without doubling staff—that's the AI advantage

24/7 Availability

No overnight shifts, holiday pay, or PTO coverage. Every moment covered.

Consistent Quality

AI doesn't have bad days, doesn't forget scripts, doesn't get tired. Every call to standard.

Instant Scale

Handle volume spikes without hiring, training, or managing additional humans.

Multiply Your Team With AI

Every call answered. Every lead qualified. Every follow-up executed. Every routine conversation handled—automatically, 24/7, at any scale.

Call Optix AI Agents don't replace your team. They multiply it—handling the volume so humans focus on what humans do best.

See Pricing
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Live in 24 hours
Dedicated onboarding support
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