Saving THOUSANDS of Dollars a Month w/ CAIS' AI Voice

Hello, AI Enthusiasts!

Hear Elias (Eli) Azzouz share his unfiltered experience of the custom AI Agent Custom AI Studio (CAIS) made for him; no fluff, just real talk on what worked and what didn’t. Click the image below to watch.

The Problem:
AZZ Inc., a local tax and accounting firm, replaced their retired receptionist with a specialized calling agent that handles incoming calls, schedules appointments, and routes inquiries. This freed up Eli to focus entirely on client services, especially during busy tax season.

Want to see a demo? Check it out here.

Our Solution:

This flow diagram outlines how an AI voice agent handles incoming calls. Here's how it works:

1. Call Initiation: A call comes in, and the AI agent engages the caller.

2. Information Gathering: The agent collects the caller’s name, the reason for the call, whether they want to make an appointment, and whether they’re a new customer.

3. Appointment Path:

   • If the caller wants to make an appointment, the agent schedules it and asks if there's anything else.

   • If not, the call ends. If yes, the call continues down the appropriate path.

4. Customer Type Routing:

   • If the caller is a new customer, the agent attempts to transfer them to Eli:

     • If Eli is available, he takes the call.

     • If not, the agent asks whether the caller would like to speak with Ryan or leave a message for Eli.

       • The agent either transfers to Ryan (if available) or records a message for Eli.

5. Existing Customers:

   • Calls from existing customers are transferred directly to Ryan:

     • If Ryan is available, he takes the call.

     • If not, the agent records a message.

6. Follow-Up: Any messages left for Eli or Ryan trigger a notification with the caller's name and reason for the call.
   

Immediate Benefits:

• Eli was 100% booked at all times. All slots he wanted filled were filled with revenue opportunities.

• Eli does not need to hire a new receptionist.

• Eli does not need to hire a new CPA (he can keep the company as just him and an assistant).

• Eli now sees the benefits of AI in his company, and we are beginning to discuss further add-ons to the agent to roll out the agenticOS.

Build Road Map:

Ready to see how the agenticOS can transform your firm?
Schedule a call with us today!