

AI Agents
Sales Voice AI Assistant – capture, qualify & convert faster
Agentic voice assistants that answer inbound calls, qualify with your framework, book meetings, summarize calls, and auto‑update your CRM—so reps focus on selling, not admin.
Overview
Missed calls and slow follow‑up kill pipeline. Sales Voice AI Assistants handle speed‑to‑lead, qualification (BANT/MEDDICC), objection handling, and meeting booking across phone and web—then push clean notes and fields to CRM.
With RAG‑powered playbooks, agents retrieve product data, pricing tiers, and battlecards in real time to give prospects accurate, on‑brand answers.

How it Works
Understands prospects: sales‑tuned ASR + NLU extract company, use case, role, timeline, budget.
Retrieves knowledge (RAG): safely pulls from product docs, pricing tables, competitors, FAQs, and policies for precise answers.
Looks up & routes: checks CRM/account ownership, territory, and calendars; routes to the right rep.
Takes actions: books meetings, sends recaps, creates opportunities, sets tasks, updates fields.
Guardrails: consent/TCPA checks, do‑not‑call lists, PII redaction, human handoff, audit trails.


Renata Sarvary
Sales Manager
Launch your Sales Voice AI assistant to answer in seconds, qualify, and schedule—right inside your CRM.
Schedule a Free CallServices & Solutions
We don’t sell off-the-shelf bots. We design and build HIPAA-ready voice-AI specifically for your medical organization—around your workflows, your systems (EHR/EMR, IVR, CRM, PBM), and your compliance policies and SOPs.

Answer inbound calls in seconds, qualify with dynamic questions, route hot leads, and auto‑book demos.
Goal: Cut “speed‑to‑lead” to <10s and lift SQL volume 20–40% without adding headcount.
Key skills: Calendar booking, real‑time ASR, CRM dedupe & enrichment, objection handling via RAG.
Sample flow: Inbound call → greet by campaign → qualify → check CRM → book demo or warm‑transfer → send invite & log.

Proactive voice outreach turns warm intent into orders and higher AOV.
Goal: Recover 10–18% of abandoned carts and lift AOV 8–15% with context‑aware offers.
Key skills: Event‑triggered outreach with eligibility scoring, offer engine with guardrails, TCPA‑aware timing, secure payment (token link/PCI IVR), RAG for policy FAQs, affinity recommendations, multi‑channel fallback, A/B & conversion analytics.
Sample flow: Abandon event → compliant outreach → confirm items → offer incentive/cross‑sell → secure pay link/IVR → confirm order & stop reminders.

Automate renewals, collect missing info, and qualify for cross‑sell across auto/home/life.
Goal: Push renewal completion >85% and +8–12% attach rate.
Key skills: KBA identity & consent, policy lookup with risk‑change questionnaire, quote narration/option comparison, secure doc capture & e‑signature, payment scheduling, licensed‑agent warm transfer, renewal cadence orchestration.
Sample flow: D‑30 call → KBA verify → confirm risk changes → present options → take payment or schedule agent → send docs & log disclosures.

Contact every lead in under a minute, qualify, and book test drives with live inventory.
Goal: Lift appointment‑set rate 25–40%; reduce third‑party lead waste.
Key skills: Lead ingestion/dedupe/scoring, VIN/trim matching with alternatives, real‑time inventory lookup, test‑drive scheduling (rules/ resources), trade‑in pre‑qual & finance routing, multilingual support, warm transfer.
Sample flow: New lead → call in <60s → confirm trim → check inventory/alternatives → book test drive → send calendar & notify salesperson.
Testimonials
From idea to live in days
Telephony/IVR/CCaaS (Twilio, Five9, Genesys), CRM (Salesforce/HubSpot/MS Dynamics), calendars.
Speed‑to‑lead, inbound qualification, meeting booking, recap, routing.
Regions, hours, languages, consent/DNC, escalation rules.
Qualification scripts (BANT/MEDDICC), disqualify logic, handoffs.
Shadow mode, QA analytics, supervised transfers.
Add campaigns and languages; expand to post‑sale upsell.
instant callback & smart routing
qualified outreach & instant scheduling
deduped & enriched records
Use Cases
Answer/ringless callback on missed calls.
Capture contact & company; consent; source attribution.
Enrich from firmographic data (optionally).
Map UTMs to campaigns/keywords automatically.
BANT/MEDDICC-lite Q&A with dynamic branching.
Intent/persona detection; use-case classification.
Deal score & threshold routing by segment/region.
Objection handling via RAG (pricing, features, security).
Live calendar booking (round-robin, buffers, time-zones).
Warm transfer with whisper + full context.
Smart reschedule flows & reminders to cut no-shows.
Pre-call briefs: goals, blockers, next steps → CRM/Slack.
Create/update account/contact with dedupe.
CRM-grade summaries mapped to fields & activities.
Auto owner assignment & SLA timers.
Enrich from firmographic data (Clearbit/ZoomInfo).
Onboarding call scheduling + checklist delivery.
Proactive activation nudges (“need help?” outreach).
Health checks & churn-risk alerts to CSM.
Upsell eligibility Q&A; route to AE.
Integrations
Salesforce
HubSpot
Microsoft Dynamics
Outreach
Salesloft
Gong
Microsoft 365
Twilio
Five9
Genesys
Cisco
Avaya
Clearbit
ZoomInfo
Drop-in connectors via FHIR/HL7, SMART on FHIR, and secure webhooks. Custom adapters available.
Benefits
Qualification frameworks out of the box.
Accurate, on‑brand answers (no ad‑hoc hallucinations).
Fair and fast distribution.
Structured summaries that populate fields, tasks, and follow-ups in your CRM.
Voice + captions; global numbers support.
Conversion, objections, ghosting risk, containment.
Phone, web, chat, voicemail callback.
Autoscaling; 99.9%+ platform uptime.
Security
Privacy & consent (GDPR/CCPA, TCPA)
Real-time DNC suppression (<1s), region-specific disclosures, explicit opt-in capture.
Encryption: TLS 1.3 in transit, AES-256 at rest, KMS-managed keys.
Identity & access: SSO/SAML, RBAC, SCIM provisioning, IP allowlists, per-event audit logs.
Data controls: PII redaction; configurable retention 7–365 days; region pinning (US/EU/MEA).
Auditability: 100% of calls, transcripts, and CRM field updates are timestamped and exportable.
Reliability: 99.9%+ platform uptime with automated backups and disaster recovery.

Vitaly Kovalev
Sales Manager
We don’t sell one-size-fits-all bots. We design revenue-safe voice agents around your ICP, routing rules, and CRM—so speed-to-lead drops, meetings go up, and reps spend more time selling, not admin.
Talk to Sales
Behchmarks

Just tell the Plavno AI Agent about your project – it will ask questions, gather requirements, and propose a tailored solution
Frequently Asked Questions
Find answers to your common concerns
Yes, configure BANT/MEDDICC (or custom) prompts, scoring, and disqualifiers.
English, Spanish, German, French, Portuguese, Arabic and more; add others on request.
Yes, native connectors for leads/opportunities/tasks/meetings and custom fields.
RAG playbooks pull product/pricing/battlecards and policy‑approved responses.
Built‑in disclosures, opt‑ins, DNC checks, and audit logs per region.
Start with speed‑to‑lead on one number; add qualification & booking; expand to post‑sale.
Yes, warm transfer with full context and transcript snippets.
Project Estimator
The estimated time to launch the product
Clear vision of functionality you need
15% discount on your first sprint

Contact Us
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Submit a comprehensive project proposal with estimates, timelines, team composition, etc
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Vitaly Kovalev
Sales Manager