AI Voice Agent CRM Integration

Заказчик: AI | Опубликовано: 01.03.2026

I’m running my sales operation on Neodove CRM and now want an AI voice agent—functionally similar to Riing AI—to take the first touch on every sales call, then hand qualified prospects over to a live rep. Here’s what I need built: • Seamless link between the voice-bot platform you choose (Riing AI, Twilio Voice + GPT, Dialogflow CX, etc.) and Neodove via API or webhooks so leads, call logs, and dispositions sync both ways. • A sales-focused call flow that greets, qualifies, captures notes, and schedules follow-ups while sounding natural and on-brand. • Real-time warm transfer: when the prospect requests, the bot must instantly pass the call—along with screen-pop details—to one of my human agents. • Clear documentation of every step plus a short hand-off session so my team can maintain and iterate the flow. Acceptance criteria 1. Calls triggered from Neodove automatically reach the AI agent. 2. Lead information is read from and written back to the correct Neodove record. 3. Transfer to a human agent occurs within two seconds and preserves call audio. 4. End-to-end test recordings and API logs demonstrate reliability over 50 consecutive calls. If you’ve already connected CRMs with voice bots or handled CTI, SIP, Twilio, or similar stacks, your experience will be invaluable. I’m ready to start as soon as we agree on the technical path and timeline.