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Case study · Voice AI

VertaCall

AI live-transfer call center · launched 2025

We built VertaCall an AI voice agent that answers every inbound call, qualifies the caller in seconds, and warm-transfers the ones that matter to a human, so no lead waits on hold and no call goes unanswered.

Voice AI Real-time routing CRM integration Call analytics
VertaCall live-transfer console
Outcomes
  • Automated 90%+ of first-touch call handling, removing hold times entirely.
  • Qualifies and routes every caller in under two seconds.
  • 24/7 coverage with zero overflow to voicemail.
  • Each warm transfer arrives with full context for the human agent.
  • Cut missed-call lead leakage to near zero.
92%of calls resolved or routed by AI
<2sto qualify and route a caller
What we built

An AI voice agent layered onto VertaCall's existing phone number, answering, qualifying, and warm-transferring in real time, with every call written back to the CRM and surfaced on a live dashboard.

The challenge

High-intent callers were hitting voicemail or long hold queues after hours and during spikes. Every missed call was a lost deal, and staffing round-the-clock human coverage simply wasn't viable.

In their words

"It answers every call now. The ones that reach our team are already qualified and warm."

Operations lead, VertaCall

The solution

  • An AI voice agent on the existing line that greets, understands intent, and qualifies in natural conversation.
  • Real-time routing logic that decides resolve-now vs. warm-transfer, with a screen-pop of context for the human.
  • Every call logged to the CRM with transcript, sentiment, and outcome, with no manual note-taking.
  • A live console for handle time, sentiment, queue depth, and transfer rate.
24/7coverage with no overflow
100%of transfers logged with context

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