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Build advanced Voice Agents for a wide variety of use cases across industries.

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Outbound Call Use Cases

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Lead Follow-up

Overview: Call leads to qualify them, answer questions, and set appointments with your sales team. Key Features:
  • Call leads from your CRM
  • Qualify interest level
  • Handle objections
  • Schedule meetings
  • Update CRM with results
  • Send follow-up SMS if no answer
Recommended Integrations:
Important: Outbound calling requires compliance with regulations like TCPA (U.S.) and similar laws in other countries. Ensure you have proper consent before calling. Learn more about compliance →

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Appointment Reminders

Overview: Call customers 24 hours before appointments to confirm or reschedule, reducing no-shows. Key Features:
  • Automated reminder calls
  • Real-time rescheduling
  • Confirmation via SMS
  • Calendar integration
  • No-show reduction
Recommended Integrations:

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Business Data Collection

Overview: Call businesses to collect operational data, verify information, or conduct surveys. Key Features:
  • Structured data collection
  • Multi-question surveys
  • Data validation
  • Export to spreadsheets
  • Follow-up sequences
Recommended Integrations:

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Industry-Specific Examples

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Healthcare

  • Appointment scheduling for medical practices
  • Prescription reminders for pharmacies
  • Patient intake for new patient information

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Real Estate

  • Lead qualification for property inquiries
  • Showing scheduling for property tours
  • Follow-up for interested buyers

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Hospitality

  • Reservation management for restaurants
  • Concierge services for hotels
  • Event booking for venues

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Professional Services

  • Consultation scheduling for lawyers, accountants
  • Client intake for new clients
  • Follow-up calls for proposal submissions

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Automotive

  • Service appointment booking for auto repair
  • Test drive scheduling for dealerships
  • Follow-up for sales inquiries

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Inbound Call Use Cases

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Customer Service

Overview: Provide existing customers with help and support 24/7, reducing wait times and improving satisfaction. Key Features:
  • Answer common questions using Genius knowledge base
  • Look up customer information from your CRM
  • Create support tickets in Zendesk
  • Transfer to human agents when needed
Recommended Integrations:

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Receptionist

Overview: Answer calls and route them to the right department or person, just like a human receptionist. Key Features:
  • Greet callers professionally
  • Identify caller intent
  • Route to appropriate department
  • Take messages when unavailable
  • Handle after-hours calls
Recommended Integrations:

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Sales (SDR)

Overview: Build an AI Sales Development Representative that qualifies leads and sets appointments automatically. Key Features:
  • Qualify inbound leads
  • Answer product questions
  • Handle objections
  • Schedule appointments with sales team
  • Update CRM with call outcomes
Recommended Integrations:

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Appointment Scheduling

Overview: Allow customers to call in and schedule, reschedule, or cancel appointments through natural conversation. Key Features:
  • Check real-time availability
  • Book appointments instantly
  • Handle rescheduling requests
  • Send confirmation via SMS
  • Integrate with calendar systems
Recommended Integrations:

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Preliminary Intake

Overview: Collect information from customers before they speak to a human agent, streamlining the intake process. Key Features:
  • Gather customer information
  • Collect case details
  • Qualify urgency
  • Route appropriately
  • Pre-populate forms
Recommended Integrations:

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SMS Integration

Your voice agents can also send and receive SMS messages for enhanced customer engagement:
  • During calls: Send links, confirmation codes, or additional information
  • After calls: Follow up with summaries or next steps
  • If no answer: Send text message as alternative contact method
  • Two-way SMS: Handle conversational text messaging
Learn More: SMS Documentation →

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Getting Started with Your Use Case

1

Choose Your Template

Start with a use case that matches your needs, or customize from scratch.
2

Follow the Guide

Each use case page includes detailed implementation steps and best practices.
3

Add Integrations

Connect your CRM, calendar, and other tools following our integration guides.
4

Train with Genius

Build your knowledge base with relevant business information using Genius.
5

Test Thoroughly

Make multiple test calls to refine conversation flow and responses.
6

Deploy Gradually

Start with low-stakes scenarios before handling critical customer interactions.

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Need a Custom Solution?

Can’t find your exact use case? We can help: