Voice AI
The voice agent already read the form.
What a visitor typed on your page reaches our voice agent before it says hello. It confirms the answers instead of asking again, checks the ZIP while they talk, and hands qualified callers to your agents, with the answers saved on the call.
Your web form
ZIP code
331••
Has Medicare
Yes
Age
65–69
First name
Dana
Phone stays here
(555) 010-••••
Voice agent
waiting- zip— unverified
- has_medicare— unverified
- age_range— unverified
- first_name— unverified
- phonenever sent
Visitor fills in your form
IllustrativeBefore it says hello
Callers don’t repeat themselves.
Most call stacks lose the web visit the moment the phone rings. Ours keeps it. The agent starts the call knowing what the caller already told you, and treats it as something to check, not something to trust.
They fill in your form
The answers stay with the visitor’s session, on the tracking number leased to them.
They call
Before the agent speaks, it gets the answers as variables marked unverified.
It confirms
“I see you’re in 331•• and already have Medicare. Is that right?” One yes instead of the same questions again.
Fields the agent can receive
- Medicare status
- New to Medicare
- Medicaid
- Chronic condition (yes / no)
- Age or age range
- ZIP code
- First and last name
Anything else on your form stays off the call. Each field arrives marked unverified until the caller confirms it.
The phone number never goes to the agent.
We match the call to the visit on our side. The voice agent gets the answers it needs to screen, not the number the caller dialled from.
During the call
It can act, not just talk.
The agent asks the questions you wrote, in your order. Three tools let it do something with the answers while the caller is still on the line.
ZIP lookup
The agent checks the caller’s ZIP and gets back the state and county, from the same data your geo targeting uses.
Transfer
When the caller meets your rules, the agent hands them to your queue or phone line.
End call
Wrong numbers and callers you can’t serve end at the screen, before they reach your floor.
From the web form · unverified
zip 331•• · has_medicare yes · age_range 65–69
Transfers
A failed transfer gets two more tries.
Lines get busy and queues hiccup. When a transfer doesn’t connect, we try again up to two more times, about two seconds apart, before giving up on the caller.
- Attempt 1No connection
- Attempt 2~2 s later · No connection
- Attempt 3~2 s later · Connected
Hold music, not silence
The caller hears hold music while we connect them.
Your agent sees the real caller
The buyer sees the caller’s real number. Screening answers are saved on the call, and on EnrollHere queues they reach the floor before the transfer.
An apology if all three fail
After the last try, the caller hears an apology instead of dead air.
Set up per campaign
Your words. Your rules. More than one agent.
You write the greeting, the questions and when to transfer. Put several agents on one campaign and split calls between them by weight, so a new greeting can run beside the old one.
Traffic split
Greeting
“Thanks for calling. I’m a virtual assistant. I have the answers you gave on our site, so I’ll just check a couple of them before I connect you with a licensed agent.”
Gets from the form
- zip
- has_medicare
- age_range
- first_name
- phone: never sent
Questions
- 1Confirm the ZIP code from the form
- 2Confirm they have Medicare Parts A and B
- 3Ask if they want to review plans today
Transfer when
They have Parts A and B, the ZIP is in our footprint, and they want to talk today.
End the call when
They called the wrong number, or they ask to be taken off the list.
After the call
Read what happened. Then follow up.
Screening is part of the call record, not a separate tool with its own logins and exports.
Transcripts
Each screened call’s transcript lands on its call detail page after the call ends.
Who hung up
Every call records whether the caller or the buyer ended it.
One record
Answers sit next to source, click IDs and billing, on the same call.
Follow-up calls
Voice agents call customers back for retention check-ins and win-back, so a sale is not the last conversation.
- agent
- Agent A
- zip
- 331•• · confirmed
- has_medicare
- yes · confirmed
- county
- checked mid-call
- transfer
- connected · attempt 3
- ended_by
- caller
Transcript
Agent: I see you’re in 331•• and you already have Medicare. Is that still right?
Caller: Yes, that’s right.
Where it answers
Your own pages, or partner calls you win.
Ring pool calls
A visitor on your landing page gets a tracking number of their own. Their click, campaign and form answers ride on it, which is how the agent knows the form when they dial.
Partner calls
Calls you win in a real-time auction can go through the same agent before they reach your floor. Turn screening on per campaign.
Ask once, on the page.
Write the greeting and the questions. We’ll show you the agent answering a call with your own form in hand.