Voice agents
in the solters
platform for sales
Use voice agents for inbound and outbound conversations. Define a scenario, review each call and pass agreed next steps to a sales rep. CRM connection is available when configured.
Goal and allowed answers
Customer context
Outcome in the platform
Sales rep next step
Voice agent scenarios
Read illustrative dialogues. Audio examples are pending review for the international version.
Customer: I have a question about the terms.
Agent: I can record it for a sales rep.
Example: clarify the request and hand it to a person.
Agent: Is it a good time to revisit your earlier request?
Customer: Yes, please ask a sales rep to contact me.
Example: reconnect with a selected customer segment.
Agent: What matters most to you now?
Customer: I would like to discuss timing with a sales rep.
Example: qualify interest before a sales rep takes over.
Customer: Can we change the terms?
Agent: I can pass that question to your team.
Example: ask a question within the agreed scenario.
Customer: I would like to agree on the next step.
Agent: I will pass your request to the responsible person.
Example: agree on the next contact.
Voice agents inside the platform
Four parts of a scenario: conversation, context, review and sales rep handoff.
The interface and dialogue below are illustrative, not a customer recording.
Voice conversation
The agent follows the agreed scenario and records questions for the team.
Customer context
Data and boundaries for the conversation are set during configuration.
Call review
Recording, transcript and outcome are available where configured.
Next step
An interested customer reaches a person under the agreed handoff rule.
From scenario to reviewed outcome
Define the goal → agree on context → review the conversation → pass the next step.
Figures in the workflow screens are illustrative, not customer results.
Define the goal
Choose the type of conversation and the outcome to record.
Agree on the scenario
Prepare questions, answers and conversation boundaries.
Review the call
Review recording, transcript and outcome where configured.
Pass the next step
A person continues with the customer; discuss CRM connection separately.
Illustrative scenarios
These cards illustrate possible conversations; they do not report customer results.
What to discuss before connection
The scenario and operating conditions depend on your data and team workflow.
Conversation goal
Define the next step the agent should record.
Data handling
Agree on permissions, storage and allowed context.
Call volume
Review expected capacity and configuration limits.
Human handoff
Assign an owner and agree when a sales rep takes over.
CRM connection
Confirm the supported system and fields before setup.
Quality review
Review conversations and agree on scenario changes.
Discuss a voice scenario for your team
Set the call type, context and outcome handoff rule.
Terms follow the workflow review.
Your team defines the data and a suitable reason to contact customers.
What to discuss:
Discuss the scenario
Preview only: this form does not send data. Write to mail@solters.io
Review conversations in the solters platform
The screens illustrate the review workflow; interface values are examples.
| Manager | Overall | Speed | Calls | CRM | Tasks | Funnel | Result |
|---|---|---|---|---|---|---|---|
| J. Taylor | — | — | — | — | — | — | — |
| A. Morgan | — | — | — | — | — | — | — |
| K. Rivera | — | — | — | — | — | — | — |
| D. Brooks | — | — | — | — | — | — | — |
— [Customer]Hello, I'm calling about your proposal...
SAP— built by SOLTERSSOLTERS. A platform that can help review a sales team's conversationsBEFOREadding a voice agent.
Discuss connections for your systems
Configure the module for your workflow
Discuss the conversation scenario, call review and handoff to your team. Terms follow the workflow review.
What the agent should handle
Discuss the moduleWhat to discuss:
How your team reviews a call
Discuss the moduleWhat to discuss:
How the next step reaches a person
Discuss the moduleWhat to discuss:
*Scope and terms depend on the scenarios, CRM and complexity of your workflow.
Discuss voice agents for your team
Describe the call scenario you want to handle. We can discuss the module, the handoff to your team and a possible CRM connection.
What to bring to the discussion:
Preview only: this form does not send data. Write to mail@solters.io
Still havequestions?
Questions about the voice agent module.
The scenario should identify the voice agent and allow a handoff to a person.
Agree on allowed answers and handoff rules before use.
Timing depends on the scenario, data, telephony and agreed connections.
Agree on permissions, data scope and retention before connection.
Calls can be reviewed in the platform; available data depends on configuration.
Discuss changes and review them against the chosen scenario.
Your team defines handoff conditions and the next step for a person.
Module scope and terms follow the review of your workflow.
Discuss capacity and limits during scenario setup.
Confirm the supported system and whether a connection is needed before setup.
Discuss inbound and outbound scenarios separately.
Agree on review criteria and inspect the outcome of each conversation.
Review language and speech quality for the target market before publishing examples.
Transferred fields depend on the configured connection.
Yes. Start with a suitable segment and agree on a reason to contact it.