As the call connects, the system auto-retrieves the caller's number and matches it against the CRM database. If a matching record is found, AI greets the customer by name or company name from the very first sentence. The entire process completes before the conversation begins—the customer notices no delay.
Caller ID Recognition
Know who's calling the instant the phone rings. Known customers are greeted by name with a personalized flow. Unknown callers are auto-recorded for follow-up. Every call gets the most appropriate personalized response.
How It Works
Step 1 / 6
Related Technologies
CRM Integration
Add-onFrom RM 11,400
FAQ
The Gemini AI agent auto-requests the caller's name and contact information, records it to CRM as the basis for a new customer profile. Follow-up callbacks or SMS notifications can then be scheduled.
Landlines can't receive SMS, so when the system detects a landline call, the Gemini AI agent auto-requests the caller's mobile number, records it to CRM, and uses it for subsequent SMS delivery.
Yes. For example, known VIP customers can be directly transferred to their dedicated sales rep, regular known customers enter the standard service flow, and unknown callers first have their info collected before a callback is scheduled—three separate flows can be configured independently.