> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thoughtly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Voice agent use cases and examples

> Common Thoughtly voice agent scenarios and implementation patterns — inbound support, outbound sales, appointment booking, qualification, and surveys.

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

## Outbound Call Use Cases

### 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**:

* CRM: [Salesforce](/integrations/crm/salesforce), [HubSpot](/integrations/crm/hubspot)
* Scheduling: [Calendly](/integrations/scheduling/calendly)
* SMS: Built-in SMS capabilities]\(/agents/deployment#sms)

<Warning>
  **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 →](/resources/faq#compliance)
</Warning>

***

### 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**:

* Scheduling: [Calendly](/integrations/scheduling/calendly), [Acuity](/integrations/scheduling/acuity), [Mindbody](/integrations/scheduling/mindbody)
* Automation: [Automations](/automations/getting-started) for triggering calls

***

### 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**:

* Spreadsheets: [Smartsheet](/integrations/productivity/smartsheet)
* Project Management: [Trello](/integrations/productivity/trello)

## Industry-Specific Examples

### Healthcare

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

### Real Estate

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

### Hospitality

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

### Professional Services

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

### Automotive

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

## Inbound Call Use Cases

### 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](/genius/getting-started)
* Look up customer information from your [CRM](/integrations/getting-started)
* Create support tickets in [Zendesk](/integrations/ticketing/zendesk)
* Transfer to human agents when needed

**Recommended Integrations**:

* CRM: [Salesforce](/integrations/crm/salesforce), [HubSpot](/integrations/crm/hubspot)
* Ticketing: [Zendesk](/integrations/ticketing/zendesk)
* Communication: [Slack](/integrations/communication/slack), [Gmail](/integrations/communication/gmail)

***

### 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**:

* Calendar: [Calendly](/integrations/scheduling/calendly), [Cal.com](/integrations/scheduling/cal-com)
* CRM: [GoHighLevel](/integrations/crm/highlevel)
* Communication: [Slack](/integrations/communication/slack)

***

### 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**:

* CRM: [Salesforce](/integrations/crm/salesforce), [HubSpot](/integrations/crm/hubspot), [Pipedrive](/integrations/crm/pipedrive)
* Scheduling: [Calendly](/integrations/scheduling/calendly), [Cal.com](/integrations/scheduling/cal-com)

***

### 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**:

* Scheduling: [Calendly](/integrations/scheduling/calendly), [Acuity](/integrations/scheduling/acuity), [Mindbody](/integrations/scheduling/mindbody)
* CRM: [GoHighLevel](/integrations/crm/highlevel)

***

### 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**:

* Forms: [Typeform](/integrations/productivity/typeform)
* CRM: [Salesforce](/integrations/crm/salesforce), [Zoho](/integrations/crm/zoho)
* Spreadsheets: [Smartsheet](/integrations/productivity/smartsheet)

## 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 →](/agents/deployment#sms)

## Getting Started with Your Use Case

<Steps>
  <Step title="Choose Your Template">
    Start with a use case that matches your needs, or customize from scratch.
  </Step>

  <Step title="Follow the Guide">
    Each use case page includes detailed implementation steps and best practices.
  </Step>

  <Step title="Add Integrations">
    Connect your CRM, calendar, and other tools following our [integration guides](/integrations/getting-started).
  </Step>

  <Step title="Train with Genius">
    Build your knowledge base with relevant business information using [Genius](/genius/getting-started).
  </Step>

  <Step title="Test Thoroughly">
    Make multiple test calls to refine conversation flow and responses.
  </Step>

  <Step title="Deploy Gradually">
    Start with low-stakes scenarios before handling critical customer interactions.
  </Step>
</Steps>

## Need a Custom Solution?

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

* **Support Team**: [Email us](mailto:support@thoughtly.com) with your requirements
* **Referral Program**: [Join our referral program](/support/referral-program) to connect with experts

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