Voice

25. Operations in which Rootlenses Voice can be used

Any operation that currently depends on people making repetitive phone calls can be enhanced—or fully automated—with Rootlenses Voice.

Collections

Agents that make calls, negotiate payment dates, identify customers unwilling to pay, and transfer complex cases to a human agent.

Scheduling

Appointment confirmations, event reminders, and schedule management with patients, customers, or prospects at scale.

The Grading module automatically evaluates every call using AI, assigning a score based on the success criteria you define, without the need to manually review call recordings.

24. What does the Grading module include?

Custom labels
Define which events matter to your campaign: Did the customer accept a follow-up? Mention a budget? Request more information? Each label carries weight in the final score.

23. From initial contact to automated conversation

Setting up a voice agent in Rootlenses follows a clear five-step workflow. Customers have full control over every stage.

1. Connect your phone provider

Integrate Twilio or your 13X PBX. The system manages multiple lines to distribute calls and prevent account blocking.

2. Load your contacts

Upload a CSV file with the contact's name, phone number, and call context, or connect your CRM through an ETL script for automatic synchronization.

22. Security controls

Rootlenses Voice incorporates security and governance controls designed to protect voice campaign operations, restrict critical changes to authorized users, and maintain traceability over sensitive configurations such as agents, COTs, business rules, telephony providers, notification providers, transfer numbers, realtime models, and call results.