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Case study · Integrating a voice agent

Your voice agent, cleanly connectedto your phone system

A group of dental clinics chose a voice agent from a specialist provider, to answer patients and ease the load on reception. It still had to be connected to their phone system, without putting the main number at risk.

Illustration of a voice agent connected to the switchboard and reception

Before, after

After

  • Incoming callone number, several practices
  • Hours per practiceopening, lunchtime, closing
DeepFlow
  • Voice agentthird-party provider, takes the message
  • Practice receptiontransferred during opening hours

What we did

01

Your phone system stays in charge

The client's 3CX switchboard stays in control. It sends calls to the voice agent, and it takes the call back when the agent needs to hand over. If the voice agent service goes down, the switchboard and other calls keep working.

02

A test number first

The voice agent was first connected to a dedicated number that was never published. The practices' main number stayed unchanged during the tests.

03

Transfers to reception follow the opening hours

When a patient needs to speak to someone, the call goes back to the reception queue of the right practice, if it is open. Otherwise, the patient hears the closed message.

The details that make the difference

  • The patient's number is passed correctly to the voice agent.
  • The connection to the voice agent is encrypted, and so is the audio as soon as the provider allows it.
  • We checked the phone system's capacity: a transferred call uses several lines at once, which you need to know before opening the service to all calls.

Where things stand

The full chain has been validated and the service is in its testing phase with the client. Putting it on the main number is the client's decision, which we are preparing with them (opening hours, messages, cases where the agent hands over).

Who it's for

Any practice or SME that has chosen, or is considering, a voice agent and uses a 3CX phone system. We don't sell voice agents: we help you integrate one, and we can help you ask your provider the right questions.

Let's talk about your phone system

A voice agent in view? We'll look with you at how to connect it without risk.