Managed AI phone workflows for businesses
More time for customers. AI for recurring phone tasks.
A phone workflow needs a clear purpose. Together we define contacts, permitted information, conversation rules and handover to your team. Vertriebex sets up the agreed workflow, tests it and manages it within the commissioned scope. Your phone number and telephony provider stay with you.
Phone workflows with a clear purpose
Incoming calls
Capture requests, answer common questions using approved information and prepare the next step.
Appointments
Record appointment requests and hand them to your team under agreed rules. Automatic booking requires a tested connection.
Service and reminders
Contact existing customers about an agreed matter when the required consent for the outgoing call is in place.
Proposal follow-up
Discuss open proposals with existing B2B contacts who have given prior explicit consent to the outgoing call. A defined proposal follow-up sprint is available for this use case.
The proposal follow-up sprint price does not automatically apply to incoming calls, bookings or other service conversations. We scope and price those separately.
Before the first call
- Define the taskAgree the purpose, permitted contacts, evidence of consent, data and desired result.
- Set upConfigure conversation rules, approved information, access rights, limits and handover to people. We promise integrations only after checking them.
- Test and approveTest functionality and quality against agreed cases; use starts only after approval.
- Run with supportReview results within the agreed scope, hand them over in a structured way and agree adjustments.
The AI identifies itself as AI at the start of the conversation. In our offer, outgoing calls take place only with the recipient's prior explicit consent; you confirm the basis and evidence before use. Limits, escalation and handover to a person are defined in advance. We assess and agree transfers to other systems in advance. In our offer, audio recording takes place only after prior notice and valid consent from all participants in the conversation. We do not record without that consent.
Proposal Follow-up Sprint
For an existing B2B proposal process: one agreed workflow, up to 100 existing contacts, no more than two call attempts per contact and up to 300 billable AI conversation minutes. The agreed scope includes setup, tests, quality review during a controlled launch, structured results and a closing report. €1,290 net plus applicable VAT, exclusively for entrepreneurs within the meaning of section 14 of the German Civil Code (BGB). A smaller Validation Sprint is available separately; ongoing management after the first campaign is agreed separately.
How AI phone and your AI Business Management System fit together
A conversation may create a task, question or agreement. If you also introduce an AI Business Management System, a tested phone workflow can be linked to your company knowledge and the right record. The connection is included only if data, rights, interfaces and responsibilities are agreed for the project.
If you want to run your AI Business Management System yourself, we can also train your team to maintain a phone workflow within the agreed project. This differs from phone operations managed by Vertriebex.
Start with a clear purpose
Which conversation would you improve first? Tell us why it happens and whether calls are incoming or outgoing. We will assess the fit, limits and a suitable offer.