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AI Agents

Custom Sales Voice AI Assistant

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
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Custom <span>Sales Voice AI Assistant</span>

Overview

How Sales Voice AI Assistant Creates Measurable Business Value

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.

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    How Sales Voice AI Assistant <span>Creates Measurable Business Value</span>

    How it Works

    Sales Voice AI Assistant Capabilities and Integrations

    • 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.

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    Sales Voice AI Assistant <span>Capabilities and Integrations</span>
    Eugene Katovich

    Eugene Katovich

    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.

    Schedule a callCalculate Cost
    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.

    Schedule a callCalculate Cost
    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.

    Schedule a callCalculate Cost
    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.

    Schedule a callCalculate Cost

    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.

    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

    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.

    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.

    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.

    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

    Schedule a callStart AI Voice Chat

    Case Studies

    Our clients achieve real results

    View all case studies
    Real-Time Multilingual Speech Engine (Khutba)

    Real-Time Multilingual Speech Engine (Khutba)

    Sub-second real-time multilingual streaming that scales to thousands, ensures domain accuracy, and auto-generates audio with captions.

    Read more

    The First Real-Time Translation Layer for Calls (Instant)

    The First Real-Time Translation Layer for Calls (Instant)

    Multilingual voice via simple APIs—sub-second captions & translated audio, from 1:1 to thousands.

    Read more

    Real-Time AI-Powered YouTube Translation (PlayTV)

    Real-Time AI-Powered YouTube Translation (PlayTV)

    PlayTV applies advanced speech recognition and neural translation models to generate live multilingual audio streams for YouTube videos.

    Read more

    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.

    Project Estimator

    Answer several questions and get a free estimate

    • The estimated time to launch the product

    • Clear vision of functionality you need

    • 10% discount on your first sprint

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    Contact Us

    This is what will happen, after you submit form

    • Discuss your project details

    • Plavno experts contact you within 24h

    • We can sign NDA for complete secrecy

    • Submit a comprehensive project proposal with estimates, timelines, team composition, etc

    Need a custom consultation? Ask me!

    Plavno has a team of experts ready to start your project. Ask us!

    Vitaly Kovalev

    Vitaly Kovalev

    Sales Manager

    Schedule a call

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