AI Callers & Voice Agents Connected to IN ONE CRM

IN ONE CRM · AI Callers & Voice Agents

AI callers that do the dialing and keep IN ONE up to date.

Run reminder calls, collections, follow-ups and check-ins at scale – without your team spending hours on the phone. Every call outcome writes straight back to the client spine in IN ONE.

Book a Demo

We’ll show real call flows – from “ringing” to logged outcome – inside IN ONE CRM.

Collections & reminders Missed lead callbacks Check-ins & renewals

Start with the basics

What AI callers are – and what they do with IN ONE.

Think of AI callers as extra team members who handle routine outbound calls, follow a script and log everything in IN ONE – so your human team focuses on the tricky work.

1 · The voice agent

A caller that doesn’t get tired.

Makes outbound calls for reminders, confirmations and simple check-ins.
Follows a structured script with branching for common answers.
Can handle large call lists without burning out your team.

2 · The CRM connection

Every call lives on the client spine.

Pulls context from IN ONE before dialing – balance, status, last touch.
Writes outcome, notes and next actions straight back to the timeline.
Updates fields and triggers workflows automatically based on responses.

3 · The control layer

You decide scripts, tone and rules.

Scripts are customised to your brand and compliance requirements.
High-risk cases and “strange” answers are escalated to real agents.
Full audit trail: who was called, what was said, what changed in IN ONE.

From list in IN ONE to clean call outcomes.

Here’s what a typical AI calling run looks like – whether it’s for collections, renewals or appointment confirmations.

1

You choose a segment in IN ONE.

For example: “All accounts 7–14 days late”, “Missed leads from yesterday” or “Members due to renew this month”. No downloads or CSVs required.

2

The AI caller dials with context.

Each call uses data from the client spine: name, product, amount, last payment or last touch. Scripts adapt based on that context and the answers given live.

3

Outcomes are logged in IN ONE.

Promise to pay, paid already, wrong number, call back later, wants to cancel – all captured as structured outcomes and notes on the timeline.

4

Next actions trigger automatically.

Workflows update statuses, send WhatsApp follow-ups, queue a manual review or move accounts into the right “lane” for your human team.

Your dashboards in IN ONE show call coverage, promises, broken promises and escalations – so you can actually measure how outbound calling is performing.

Where AI callers shine

A few real-world campaigns your team can hand over.

AI callers are best at high-volume, repeatable conversations where scripts and outcomes are predictable – and where every call needs to be logged properly.

Campaign

Friendly payment reminders.

Remind clients of upcoming or missed instalments, offer options and confirm dates. Outcomes and promises automatically update collections lanes in IN ONE.

Campaign

Missed lead callbacks.

If a lead filled in a form or messaged but never answered your first call, the AI caller can follow up, confirm interest and book a time with a human closer.

Campaign

Appointment confirmations & reschedules.

For clinics, installers and service businesses: confirm times, update details and reduce no-shows – with calendars and jobs updated in IN ONE.

Campaign

Renewals & contract roll-overs.

Reach out before a policy, contract or membership expires. Capture intent (“renew”, “downgrade”, “cancel”) and route to the right retention workflow.

Campaign

Document and KYC follow-ups.

Instead of sending endless emails, the AI caller checks whether clients received your KYC request, explains what’s needed and offers to resend links via WhatsApp.

Campaign

Aftercare & NPS check-ins.

A quick “How did we do?” voice check-in after key milestones. Scores and feedback land in IN ONE, feeding review, referral and upsell campaigns.

Auto-moves every 2 seconds when this section is off-screen. Stops when you’re viewing it. Use arrows to manually browse.

What changes once voice agents are live

More calls done. More promises tracked. Less manual chasing.

The exact numbers will depend on your world, but these are the kinds of shifts teams usually see when AI callers plug into IN ONE.

Calling capacity

3–5× increase

Run more structured calls per day than a human team alone – without burning people out or losing quality on the “small but important” calls.

Time spent dialing

Down sharply

Your staff focus on complex negotiations and special cases. The AI covers the routine reminders and “just checking in” conversations.

Data quality

Consistent

Every outcome and promise ends up in IN ONE with the same wording and fields – no more half-empty notes or missing statuses.

Control & compliance

AI callers that stay inside your rules and playbooks.

If you operate in regulated or sensitive spaces, guardrails matter. IN ONE gives you a clear view of what the AI can say, do and change.

Scripted flows with room for nuance.

Core scripts and branches are designed with your team and compliance.
AI adapts within that script, not outside of it.
Escalation phrases (e.g. “I want to complain”) trigger handover to humans.

Every call is audit-ready.

Calls log to the client spine with timestamps and outcomes.
Key phrases and promises can be summarised and highlighted.
Easy to prove which list was dialed, what was offered and what was agreed.

Questions

AI callers in IN ONE – common questions we get.

Will our clients know they’re speaking to an AI caller? +

We recommend being transparent that it’s an automated assistant. The experience is designed to be clear, polite and efficient – especially for simple reminders, confirmations and check-ins where clients mostly want quick answers and options.

Can AI callers make changes to accounts without approval? +

You decide exactly what the AI is allowed to change. For example, it can safely log a “promise to pay” or “call me next week”, but escalating a dispute or changing a plan might always create a task for a human to review first.

How does this work with our existing phone numbers and systems? +

We integrate AI calling into your existing telephony stack where possible, or use dedicated numbers for campaigns. The important part is that lists, scripts and outcomes are controlled and stored inside IN ONE, not in a separate silo.

Can we start with a small pilot before scaling up? +

Yes. Most teams begin with a tightly-defined use case – for example, “accounts 7–14 days late” or “no-show follow-up calls” – measure the impact, then expand to other campaigns once everyone is comfortable with the results.

Want to hear what an AI caller sounds like for your business?

Bring one campaign idea – collections, missed leads, renewals or confirmations. We’ll map the flow together, show how it looks in IN ONE and play you a sample voice call.

Book a Demo

It Connects With The Tools You're Already Using

Powered by Ai Automated Solutions

Terms & Conditions

Privacy Policy