Caller agents in action.

Integrate caller agents into the systems your business is built on. Each agent is configured to operate those systems, resolving requests end to end, just as a customer support person would.Caller agents that work inside your business systems and resolve requests end to end.

Meet Ellie, our demo agent for Auca Optometry. Ask her things like

“…book an eye test.” “…are my glasses ready yet?” “…do you stock Ray-Ban frames?” “…move my appointment to Thursday.” “…how much are your prescription sunglasses?” “…any deals on frames at the moment?” “…text me the details.” “…put me through to someone.” “…email me the booking confirmation.” “…cancel my appointment on Friday.” “…has my contact lens order come in?”

+61 468 164 046
0:00

The demo covers the majority of the core customer-facing software a small business runs, with clear instructions on when and how to use each one.

Here’s how a call might go, start to finish.

  1. Scenario 1: Book an eye test

    “Hi Ellie, I’d like to book an eye test next week, and email me the confirmation.”

    1. Checks live availability in the booking system.
    2. Offers a couple of times; you pick one.
    3. Takes your name, books it and adds you to the CRM.
    4. Reads your email address back, then sends the confirmation.

  2. Scenario 2: Change your mind

    “Actually, make it Thursday afternoon, and text me the details.”

    1. Moves the booking to a free Thursday slot.
    2. Confirms the new time with you.
    3. Texts the details to your phone.

  3. Scenario 3: Ask for someone else’s details

    “Is my partner Tom booked in too? And which health fund is he with?”

    1. Doesn’t look Tom up.
    2. Won’t confirm whether he’s a patient, his bookings or his health fund.
    3. Offers to take a message, or for Tom to call himself.

  4. Scenario 4: Hang up and call back

    “Hi, did my booking go through?”

    1. Looks your number up in the CRM before picking up.
    2. Greets you by name: your first call put you on file.
    3. Answers straight away, with your Thursday booking to hand.
  1. 1

    Call Ellie on

    +61 468 164 046
  2. 2

    Keep this page open and switch to Live.

    The Live / Recorded switch with Live selected
  3. 3

    Your call appears as you talk: the transcript, and Ellie’s real interactions with the mock backend.

    A live call: the caller matched in HubSpot, then Ellie finding times in SuperSaaS
No live call right now.
Call +61 468 164 046 to try Ellie.
Ellie
Standing by
CRMHubSpot
Look up patient
Leave a message
BookingsSuperSaaS
Find times
Book appointment
Move or cancel
StoreShopify
Orders and lab jobs
Promotions
PhoneTwilio
Transfer to a person
End call
Send text
EmailResend
Send email

Call records & analytics

Automatically generate actionables directly into your existing systems.

What that might look like

Follow-up tasks

For example
  • Ring Sarah back about her lens order
  • Check if Medibank covers Tom’s frames
  • Email Priya her prescription

Invoices and payments

For example

Draft invoiceINV-0412

To
John Smith
For
Ray-Ban RB5154 Clubmaster frames
Amount
$180.00

Team notifications

For example

  • Invoice ready to pay11:05am

    John Smith, 0487 654 321

    John Smith (0487 654 321) wantsWants to pay his $180 invoice so his frames can ship this week.

    Send him a payment link

  • SMS

Weekly digest

For example

Subject: Ellie’s weekly report, Oct 13–19

  • 3 open follow-ups. A call back, a health fund check and an email to send.
  • Peak demand: Monday mornings. 26% of the week’s calls came in on Monday before 10am, mostly to book.
  • Recurring unanswered question. 9 callers asked if you fit kids’ contact lenses. No answer on file.
  • Email