Edesy CRM keeps your leads, contacts, pipeline and follow-ups in one place. It uses the same Edesy login as the other Edesy apps and has a free plan.
These docs cover calling your leads with an Edesy AI voice agent: the agent phones the lead, has the conversation in the lead's language, and the result comes back to the contact in the CRM.
Call leads with an AI voice agent#
- Connect a voice agent to your CRM. You do this once per CRM.
- Call a lead from the contact page, picking which agent makes the call.
- Read the outcome on the contact: the disposition, a summary, the transcript and the recording. The lead's status moves when the call settles it, for example to Qualified, or to Unqualified when the lead says they're not interested.
What you need#
- An Edesy CRM workspace where you are an admin.
- An Edesy voice agent workspace (voice-agent.edesy.in) with at least one agent and a phone number it can call from. See the voice agent quick start.
- Contacts with phone numbers.