Use Cases

Use Cases for Enterprise AI Calling Agents

Deploy inbound and outbound voice agents that reduce wait times, capture structured data, and complete workflows—securely and at scale.

Support automation (inbound)

  • Triage requests, authenticate callers, and resolve routine issues
  • Create or update tickets and send follow‑ups via WhatsApp when needed
  • Escalate to a human with summary + collected details

Sales qualification (inbound/outbound)

  • Ask structured questions and capture lead data
  • Route qualified opportunities to reps with CRM updates
  • Automate follow‑ups after web signups, events, and trials

Collections & account servicing (outbound)

  • Verify identity and deliver compliant scripts
  • Offer next steps: payment link, reminder, or specialist handoff
  • Log dispositions for reporting and compliance reviews

Scheduling & reminders

  • Confirm, reschedule, and fill cancellations automatically
  • Reduce no‑shows with proactive reminders and easy self‑service
  • Capture reason codes and notes in your scheduling system

Healthcare operations

  • Appointment reminders and intake workflows
  • Post‑visit follow‑ups with routing to care teams when needed
  • Multilingual support to improve accessibility

Government & public services

  • 24/7 citizen support for status checks and service request intake
  • Multilingual support with consistent policies and auditability
  • Deployment options that meet privacy, retention, and security needs
Real-World Scenarios

Built for High-Value Conversations

Deploy AI calling agents for support, sales, collections, scheduling, and public‑sector workflows.

Support Triage (L1)

SupportInbound
Problem

Long wait times and repetitive questions slow resolution and frustrate customers.

Voice Agent

"Thanks for calling. I can help with order status, returns, or account questions—what can I help with today?"

Outcome

Reduce wait times and route complex cases to a human with full context.

Sales Lead Qualification

SalesInbound/Outbound
Problem

Sales teams lose time chasing unqualified leads and inconsistent follow‑ups.

Voice Agent

"I can ask a few quick questions to route you to the right team. What’s your timeline and current solution?"

Outcome

Route qualified opportunities to reps with notes logged to your CRM.

Collections & Payment Reminders

FintechOutbound
Problem

Manual outreach is expensive, inconsistent, and hard to scale across portfolios.

Voice Agent

"I’m calling about your upcoming payment. Would you like to pay now, set a reminder, or speak with a specialist?"

Outcome

Increase right‑party contact and capture next steps with compliant scripts.

Scheduling & Reminders

SchedulingInbound/Outbound
Problem

No‑shows and reschedules create revenue leakage and operational churn.

Voice Agent

"I can confirm or reschedule your appointment. What day and time works best for you?"

Outcome

Fill schedules faster with automated confirmations and easy rescheduling.

Order Status & Returns

RetailInbound
Problem

Order updates and returns requests flood support teams during peak periods.

Voice Agent

"I can help with order status or a return. What’s your order number or the email used at checkout?"

Outcome

Deflect routine calls and trigger next steps in your systems automatically.

Citizen Services Intake

GovernmentInbound
Problem

High call volumes and limited service hours reduce access for residents.

Voice Agent

"How can I help today—application status, permits, benefits, or a service request?"

Outcome

Provide 24/7 access with multilingual support and audit‑friendly workflows.

Want a tailored demo for your program?

We’ll map your call flows, policies, integrations, and security requirements—and show Datri.ai handling your top scenarios.

Request a demo