AT Infotech

Voice AI + Smart CRM

PlannedSimulator only · no live telephony

Every approved call ends with a clear next step.

Controlled inbound and visitor-requested voice assistance, connected to focused lead, interaction, outcome and follow-up records—not a general-purpose CRM replacement.

Plan voice readinessSee the controlled flow ↓
  1. Disclosure + consent
  2. AI assistance
  3. Outcome + disposition
  4. Human transfer or follow-up

Controlled call flow

Consent, limits and people stay in the loop.

  1. 01

    Qualify

    Define allowed inbound/callback use cases, countries, hours and calling basis.

  2. 02

    Disclose

    Present approved AI and recording disclosures; do-not-call and opt-out checks dominate.

  3. 03

    Assist

    Use reviewed context within duration, minute, concurrency, token and cost caps.

  4. 04

    Complete

    Record disposition, owner and follow-up, or transfer to the configured person.

Included target

Voice plus focused revenue operations.

  • Inbound and visitor-requested callback workflows
  • Lead/contact identity, consent and suppression state
  • Interaction history, outcome and disposition
  • Owner, next action and follow-up evidence
  • Human transfer, fallback and hard operational caps

Not available now

Live calling stays gated.

  • No unsolicited outbound campaigns
  • No live telephony provider in the current standalone pilot
  • No recording without jurisdiction and legal approval
  • No unlimited usage or admin-cap bypass
  • No claim that Smart CRM replaces a full CRM platform

Access and onboarding

15 days after approved readiness.

The period starts only after Platform approval of calling basis, disclosure, routing, business hours, handoff, model and usage controls. Platform Admin may set an exact future end date. It is not publicly activatable unless the server catalogue makes it requestable.

Planned immutable ceilings: 1 widgets.
Server catalogue · planned version 1

What we need from you

  • Approved use cases, countries, business hours and holidays
  • Caller-ID/number strategy, transfer and fallback destinations
  • Disclosure, consent, recording and retention decisions
  • Maximum duration, minutes, callbacks, concurrency and budget
  • Lead stages, dispositions, owners and follow-up rules

Common questions

Can it make cold calls?

No. Unsolicited outbound calling is prohibited. The target supports inbound or visitor-requested callbacks only after consent and release gates pass.

Is call recording enabled?

No. Recording remains locked until provider, jurisdiction, legal, consent, security and retention approvals are complete.

Is Smart CRM a complete CRM?

No. Version one is intentionally focused on lead/contact identity, consent, interactions, outcomes, ownership and follow-up.

Design readiness before calling

Plan a controlled Voice + CRM workflow.

Talk to AT AI