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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.

SOC 2
ISO 27001
GDPR/CCPA
TCPA‑aware consent
SSO/SAML
Audit logs
Sales <span>Voice AI Assistant</span> – capture, qualify & convert faster

Overview

Reshaping sales with agentic AI

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.

Talk to an Expert
Reshaping sales with <span>agentic AI</span>

How it Works

Real‑time conversations; pipeline actions in seconds

Calculate My Project Cost
<span>Real‑time conversations;</span> pipeline actions in seconds
Renata Sarvary

Renata Sarvary

Sales Manager

Ready to turn calls into booked demos?

Launch your Sales Voice AI assistant to answer in seconds, qualify, and schedule—right inside your CRM.

Schedule a Free Call

Services & Solutions

Sales Voice AI 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.

B2B SaaS: Inbound Demo Qualification Voice Agent

B2B SaaS: Inbound Demo Qualification Voice Agent

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.

E‑commerce: Abandoned Cart Recovery & Cross‑Sell Voice Agent

E‑commerce: Abandoned Cart Recovery & Cross‑Sell Voice Agent

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.

Insurance: Policy Renewal & Upsell Voice Agent

Insurance: Policy Renewal & Upsell Voice Agent

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.

Automotive Dealership: Lead Response & Test‑Drive Scheduling

Automotive Dealership: Lead Response & Test‑Drive Scheduling

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

We are trusted by our customers

“They really understand what we need. They’re very professional.”

The 3D configurator has received positive feedback from customers. Moreover, it has generated 30% more business and increased leads significantly, giving the client confidence for the future. Overall, Plavno has led the project seamlessly. Customers can expect a responsible, well-organized partner.
Read more on Clutch

Sergio Artimenia

Commercial Director, RNDpoint

Sergio Artimenia

“We appreciated the impactful contributions of Plavno.”

Plavno's efforts in addressing challenges and implementing effective solutions have played a crucial role in the success of T-Rize. The outcomes achieved have exceeded expectations, revolutionizing the investment sector and ensuring universal access to financial opportunities
Watch video review on YouTube

Thien Duy Tran

Product Manager, T-Rize Group

Thien Duy Tran

“We are very satisfied with their excellent work”

Through the partnership with Plavno, we built a system used by more than 40 million connected channels. Throughout the engagement, the team was communicative and quick in responding to our concerns. Overall, we were highly satisfied with the results of collaboration.
Read more on Clutch

Michael Bychenok

CEO, MediaCube

Michael Bychenok

“They have a clear understanding of what the end user needs.”

Plavno's codes and designs are user-friendly, and they complete all deliverables within the deadline. They are easy to work with and easily adapt to existing workflows, and the client values their professionalism and expertise. Overall, the team has delivered everything that was promised.
Read more on Clutch

Helen Lonskaya

Head of Growth, Codabrasoft LLC

Helen Lonskaya

“The app was delivered on time without any serious issues.”

The MVP app developed by Plavno is excellent and has all the functionality required. Plavno has delivered on time and ensured a successful execution via regular updates and fast problem-solving. The client is so satisfied with Plavno's work that they'll work with them on developing the full app.
Read more on Clutch

Mitya Smusin

Founder, 24hour.dev

Mitya Smusin

From idea to live in days

Get an agent up and running

Connect

Connect

Telephony/IVR/CCaaS (Twilio, Five9, Genesys), CRM (Salesforce/HubSpot/MS Dynamics), calendars.

Pick Skills

Pick Skills

Speed‑to‑lead, inbound qualification, meeting booking, recap, routing.

Policies

Policies

Regions, hours, languages, consent/DNC, escalation rules.

Design Flows

Design Flows

Qualification scripts (BANT/MEDDICC), disqualify logic, handoffs.

Pilot & Tune

Pilot & Tune

Shadow mode, QA analytics, supervised transfers.

Scale

Scale

Add campaigns and languages; expand to post‑sale upsell.

↓90%

speed‑to‑lead

instant callback & smart routing

↑20–35%

meeting rate

qualified outreach & instant scheduling

↑35–55%

CRM hygiene

deduped & enriched records

Use Cases

Expert agents for high-ROI healthcare use cases

<strong>Answer/ringless callback</strong> on missed calls.

Answer/ringless callback on missed calls.

<strong>Capture contact & company; </strong>consent; source attribution.

Capture contact & company; consent; source attribution.

<strong>Enrich from firmographic data</strong> (optionally).

Enrich from firmographic data (optionally).

<strong>Map UTMs</strong> to campaigns/keywords automatically.

Map UTMs to campaigns/keywords automatically.

BANT/MEDDICC-lite Q&A with <strong>dynamic branching.</strong>

BANT/MEDDICC-lite Q&A with dynamic branching.

<strong>Intent/persona detection</strong>; use-case classification.

Intent/persona detection; use-case classification.

<strong>Deal score & threshold routing</strong> by segment/region.

Deal score & threshold routing by segment/region.

<strong>Objection handling</strong> via RAG (pricing, features, security).

Objection handling via RAG (pricing, features, security).

<strong>Live calendar booking</strong> (round-robin, buffers, time-zones).

Live calendar booking (round-robin, buffers, time-zones).

<strong>Warm transfer</strong> with whisper + full context.

Warm transfer with whisper + full context.

Smart<strong> reschedule</strong> flows & <strong>reminders</strong> to cut no-shows.

Smart reschedule flows & reminders to cut no-shows.

<strong>Pre-call briefs</strong>: goals, blockers, next steps → CRM/Slack.

Pre-call briefs: goals, blockers, next steps → CRM/Slack.

Create/update account/contact <strong>with dedupe.</strong>

Create/update account/contact with dedupe.

<strong>CRM-grade summaries mapped to fields & activities.</strong

CRM-grade summaries mapped to fields & activities.

<strong>Auto</strong> owner assignment & SLA timers.

Auto owner assignment & SLA timers.

<strong>Enrich from firmographic data</strong> (Clearbit/ZoomInfo).

Enrich from firmographic data (Clearbit/ZoomInfo).

<strong>Onboarding call scheduling</strong> + checklist delivery.

Onboarding call scheduling + checklist delivery.

<strong>Proactive activation nudges</strong> (“need help?” outreach).

Proactive activation nudges (“need help?” outreach).

Health checks & churn-risk <strong>alerts to CSM.</strong>

Health checks & churn-risk alerts to CSM.

<strong>Upsell eligibility</strong> Q&A; route to AE.

Upsell eligibility Q&A; route to AE.

Integrations

Integrations for revenue teams

Salesforce

Salesforce

HubSpot

HubSpot

Microsoft Dynamics

Microsoft Dynamics

Outreach

Outreach

Salesloft

Salesloft

Gong

Gong

Google

Google

Microsoft 365

Microsoft 365

Twilio

Twilio

Five9

Five9

Genesys

Genesys

Cisco

Cisco

Avaya

Avaya

Clearbit

Clearbit

ZoomInfo

ZoomInfo

Drop-in connectors

Drop-in connectors

Drop-in connectors via FHIR/HL7, SMART on FHIR, and secure webhooks. Custom adapters available.

Benefits

Why revenue teams choose us

Sales‑tuned NLU

Sales‑tuned NLU

Qualification frameworks out of the box.

RAG playbooks

RAG playbooks

Accurate, on‑brand answers (no ad‑hoc hallucinations).

Calendar + territory routing

Calendar + territory routing

Fair and fast distribution.

CRM‑grade summaries

CRM‑grade summaries

Structured summaries that populate fields, tasks, and follow-ups in your CRM.

Multilingual

Multilingual

Voice + captions; global numbers support.

Analytics you can act on

Analytics you can act on

Conversion, objections, ghosting risk, containment.

Omnichannel

Omnichannel

Phone, web, chat, voicemail callback.

Scalable & resilient

Scalable & resilient

Autoscaling; 99.9%+ platform uptime.

Security

Enterprise-grade
security & compliance

  • 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

Vitaly Kovalev

Sales Manager

Talk to us about your custom-built sales voice AI solution

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

Outcomes that matter

inbound captured & pre-qualified by AI55–75%

inbound captured & pre-qualified by AI

faster speed-to-lead (minutes → seconds)70–95%

faster speed-to-lead (minutes → seconds)

more meetings from inbound18–32%

more meetings from inbound

rep/day saved via auto notes & CRM updates
45–75 min

rep/day saved via auto notes & CRM updates


CSAT lift from 24/7 availability & instant scheduling+6–12 pts

CSAT lift from 24/7 availability & instant scheduling

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Discover Plavno AI Agent advantage

Just tell the Plavno AI Agent about your project – it will ask questions, gather requirements, and propose a tailored solution

Case Studies

Our clients achieve real results

View all case studies
View all case studies

Frequently Asked Questions

FAQs

Find answers to your common concerns

Will it respect our qualification framework?

Yes, configure BANT/MEDDICC (or custom) prompts, scoring, and disqualifiers.

What languages are supported?

English, Spanish, German, French, Portuguese, Arabic and more; add others on request.

Can it integrate with Salesforce/HubSpot?

Yes, native connectors for leads/opportunities/tasks/meetings and custom fields.

How are objections handled?

RAG playbooks pull product/pricing/battlecards and policy‑approved responses.

How do you handle consent and TCPA?

Built‑in disclosures, opt‑ins, DNC checks, and audit logs per region.

What’s the rollout path?

Start with speed‑to‑lead on one number; add qualification & booking; expand to post‑sale.

Does it transfer to a rep live?

Yes, warm transfer with full context and transcript snippets.

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  • The estimated time to launch the product

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Vitaly Kovalev

Vitaly Kovalev

Sales Manager

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