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Voice AI & Customer Service

Deploying AI voice agents for inbound and outbound calls

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What This Session Covers

Your phones ring all day with the same questions: "Do you have this in stock?" "Where's my order?" "Can I get a price on 500 units?" Every one of those calls is an opportunity to delight a customer or lose one. Voice AI lets you do both better than a human can, 24 hours a day, without putting anyone on hold.

In this session, you will see live demonstrations of AI voice agents handling real B2B scenarios: taking orders over the phone, checking inventory in real-time, answering product questions from your catalog, and routing complex issues to the right person on your team. These are not robotic IVR menus. These are natural, conversational AI agents that understand context and intent.

We also cover the outbound side: imagine an AI that calls your past-due accounts with a polite, professional reminder, or follows up with customers who haven't reordered on schedule. You will learn how to build and deploy these workflows while keeping the human touch that B2B relationships require.

The session concludes with a practical integration guide for connecting Voice AI to your existing phone system, CRM, and ERP, plus a framework for measuring ROI based on call volume reduction, customer satisfaction, and team productivity.

Topics & Exercises

How modern Voice AI works: natural language understanding, intent recognition, and context awareness
Deploying inbound AI agents that answer product questions, check stock, and take orders
Building outbound call campaigns for collections follow-up, reorder reminders, and customer check-ins
Call scoring and quality monitoring: automatically grading every customer interaction
Integration with existing phone systems (VoIP, PBX, cloud telephony)
Handling edge cases: when AI should escalate to a human and how to make that seamless
Live demo: building a Voice AI agent that handles a real B2B call scenario
Measuring ROI: call volume reduction, customer satisfaction, and time savings

Who Benefits Most From This Session

Customer service managers overwhelmed by call volume and repetitive inquiries
Inside sales leaders looking to automate outbound follow-up without losing the personal touch
Operations directors managing AR collections and past-due follow-up processes
IT leaders evaluating Voice AI platforms and phone system integrations

Ready to Deploy Voice AI?

This session is part of Forge Lab: Virtual.

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Questions? Call (877) 371-5530

Session 1: AI Foundations for B2B Session 3: Sales & CRM Automation