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AI Chatbots & Voice Agents

Website, WhatsApp and phone agents that answer questions, qualify leads and book meetings 24/7, then log every conversation in your CRM.

Book a call What you get
  • Bilateral NDA protected
  • 100% client code & IP ownership
  • 2–4 week agile sprints
AI Chatbots & Voice Agents

AI Chatbots & Voice Agents: key facts

What it is
Insyrge builds website, WhatsApp and phone agents that answer questions from your own content, qualify leads, book meetings and log every conversation in your CRM.
Who it is for
Businesses that miss enquiries outside office hours; Teams whose staff answer the same questions every day by chat or phone.
Main deliverables
Conversation design, Grounded knowledge base, Chat and voice agents, Booking and CRM write-back, Human hand-off.
Works with
Website chat, WhatsApp, telephony, calendars and your CRM.
How it starts
A free 45-minute discovery call, then a written scope agreed before any build starts.
Ownership
You own the code, configuration and documentation. Ongoing support is optional.

Who it is for and the problems it solves

Who it is for

  • Businesses that miss enquiries outside office hours
  • Teams whose staff answer the same questions every day by chat or phone
  • Sales teams that want new leads qualified and booked before a person calls back

Problems it solves

  • Leads arrive at night or at weekends and go cold before anyone replies
  • Front-line staff repeat the same answers about pricing pages, opening hours, service areas and process
  • Chat transcripts and call notes never reach the CRM, so context is lost
  • Existing bots give wrong answers because they are not grounded in your real content

What you get

Tested deliverables, included in this service

Clear milestones agreed in writing, with the code and configuration handed over to you.

  • 01

    Chat for web and WhatsApp, plus inbound and outbound voice agents

  • 02

    Answers grounded in your own content

  • 03

    Meeting booking and CRM write-back

  • 04

    Hands off to a person with full context

What each deliverable includes

Conversation design
Intents, qualifying questions, hand-off rules and tone of voice agreed in writing.
Grounded knowledge base
Answers drawn from your website, help articles and documents, with the sources kept up to date.
Chat and voice agents
Deployed on your website, WhatsApp and phone lines as scoped.
Booking and CRM write-back
Meetings booked into your calendar, and contact, transcript and outcome saved to the CRM record.
Human hand-off
Transfer to a person by chat or call with the conversation so far attached.
Reporting
Conversation volumes, outcomes and unanswered questions so content gaps can be fixed.

The process

How an engagement runs

Scope and deliverables are agreed before any build starts.

  1. Step 01

    Discovery

    We review your goals, current setup and the tools involved.

  2. Step 02

    Plan

    Scope, deliverables and timeline agreed in writing before work starts.

  3. Step 03

    Build and test

    The solution is configured, checked against real scenarios.

  4. Step 04

    Handover

    Documentation and training so your team can run it day to day.

Typical timeline and what you receive at each phase

  1. Phase 01

    Discovery call

    A list of candidate tasks, the systems involved and the data the AI may use.

  2. Phase 02

    Written scope

    Tasks, guardrails, approval points, test cases and how success is measured, agreed before build.

  3. Phase 03

    Pilot build

    Working version connected to your systems in a test environment, checked against real examples.

  4. Phase 04

    Launch and tune

    Live use with logging; prompts and rules tuned with you, then code and documentation handed over.

Durations depend on scope and are set in the written proposal. Build work runs in 2–4 week sprints.

Platforms & capabilities

Tech this service works with

  • WhatsApp
  • CRM
  • Voice
  • Chat

Typical integrations

  • CRM

    Create or update the lead, attach the transcript and set the next step.

  • Calendar and booking tools

    Offer real available times and confirm meetings.

  • WhatsApp and SMS

    Business messaging channels for chat-based enquiries.

  • Telephony

    Inbound and outbound calls through a voice provider.

  • Helpdesk

    Open a ticket when the request is a support issue.

  • Website and knowledge base

    Pages and articles used to ground answers.

Questions about AI Chatbots & Voice Agents

Still unsure? Email info@insyrge.com

Can an AI chatbot answer only from our own content?

Yes. We ground answers in your website, help articles and documents, and instruct the agent to say it does not know and hand off when the answer is not in those sources.

Can the voice agent book meetings?

Yes. It checks real availability in your calendar or booking tool, confirms a time with the caller and records the booking in your CRM.

What happens when the bot cannot help?

It hands the conversation to a person by chat transfer, call transfer or a callback task, with the transcript attached so the customer does not repeat themselves.

Which channels do you support?

Website chat, WhatsApp, and inbound and outbound phone calls. We scope the channels that matter for your customers first.

Are conversations saved to the CRM?

Yes. Each conversation creates or updates the contact or lead and stores the transcript, outcome and any booking on the record.

How do you keep answers accurate over time?

Reporting shows unanswered and low-confidence questions. Your team, or we, update the source content and re-test the agent.

Do we own the setup?

Yes. You own the configuration, prompts and any code we write. Support after launch is optional.

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