Does it integrate with our CRM or existing systems?
Yes. Rootlenses Voice integrates natively with telephony systems and can connect with CRMs and other tools via APIs, ensuring seamless data synchronization and operational continuity.
Does it comply with local regulations and requirements?
The platform is designed to adapt to different regulatory frameworks, allowing organizations to configure workflows, consent management, and data storage in accordance with local regulations.
Are calls recorded and stored?
Yes. Calls can be recorded and stored based on each organization’s configuration. This enables auditing, quality control, and continuous training, with fully configurable access and retention policies.
How is information protected during calls?
Rootlenses Voice uses advanced security standards and encryption to protect data both in transit and at rest. The architecture is designed to ensure full control over data, maintaining confidentiality across every interaction.
How to use RAG effectively
19. Technical specifications for RAG
RAG allows your agent to respond using real information (documents) instead of relying only on general knowledge. This helps limit responsibilities and prevents the agent from hallucinating answers or falling short when it lacks sufficient information.
19.1. Supported file types
Currently, you can use:
- Word documents (.docx)
- PDFs
- Images
How to create an effective CoT (Chain of Thought)
CoT defines how your agent thinks and acts during the conversation, it’s like training a new human agent to make calls.
A good CoT doesn’t just give instructions; it guides behavior, tone, and decision-making.
17. Best practices for an efficient CoT
17.1. Clearly define context and role
The agent must know:
- Who it is
- Who it represents
- The purpose of the call
Correct example
Create your first Voice agent in minutes
16. Setting up your first agent in Rootlenses Voice is a quick and simple process
In just a few steps, you can have an agent ready to make calls, test conversations, and start generating value from day one.
What can you achieve with your first agent?
With your Voice agent, you can:
- Automate outbound calls
- Test conversational flows in real time
- Validate scripts before scaling to production
- Integrate your own knowledge for more accurate responses