PyAI Solutions / High-volume calls
Insurance
phone agents
More handled calls per day with better QA evidence on every interaction.
Make it work for your team
The shape of
a useful first version.
Start with a bounded job, give the product the context it needs and test the full path before extending the workflow.
- 01
Qualify callers
Collect structured answers and route eligible prospects to the right team.
- 02
Read required language
Use deterministic scripts and Trace checks for required disclosures.
- 03
Coach from evidence
Use scorecards and Recap outputs to improve flows weekly.
See the workspace behind it
Make the setup
your own.
Write the instructions, choose a voice and connect the knowledge and tools for the job. Then test the conversation before connecting it to your callers.
Explore AgentsFollow the real Console with a sample workspace, narrated by Aria, our Natural English voice.
The products behind the workflow
Connected where it matters.
Yours to build around.
Explore the products that support this solution, including real demos, configurable examples and current integration guidance.
A little more detail
Before your
first rollout.
Keep the first workflow focused. Test representative inputs, review the output and make the next step clear to your team.
How does the agent qualify callers?
It collects structured answers and routes eligible prospects to the right team, so complex cases still reach a human.
Can it read required disclosures?
Yes. Use deterministic scripts for required language, with Trace checks confirming the disclosures were read.
How do teams improve over time?
Scorecards and Recap outputs give QA evidence on every interaction, so you can coach and improve flows weekly.
Make this workflow your own.
Sandbox keys never bill. Fund a live key when you go to production.