Line 2 · Customers
Hung up.Already recorded.
The voiceOne CRM holds contacts, cases, deals and tasks. When the AI phone assistant answers a call, the caller is then in the CRM with their request and a summary of the call – in the same system as calendar, quote and invoice.
Erika Mustermann
Example with invented data
An AI CRM is a customer database that fills itself from conversations instead of someone typing up notes after the call. In voiceOne there is a summary after every call, and the caller is in the CRM as a contact with their request. Contacts, cases, deals and tasks are in the same system as calendar, quotes, invoices and accounting, so nothing has to be transferred from one program to the next.
As of · applies to the voiceOne and mediOne brands
The assistant answers the call and holds the conversation. Afterwards a summary is created, and the caller is added as a contact with their request. From the contact you create a task or a deal, or the AI team prepares both. Quote and invoice are created in the same system without re-entering any data.
As of · Source: voiceOne user manual
You import existing contacts as a CSV file under CRM, Contacts, Import. For other programs there is a REST API for contacts, deals, tickets, calendar and inventory management, plus two webhooks: one is called before the call and can load data from another CRM, the other is called after the call and passes on the summary. The assistant can even call your own functions during the conversation.
| Route | Purpose | Where |
|---|---|---|
| CSV import | Bring in existing contacts | CRM, Contacts, Import |
| REST API | Read and write contacts, deals, tickets, calendar, inventory | API & Webhooks |
| Webhook before the call | Load data from another CRM | Assistant settings |
| Webhook after the call | Pass the summary to another program | Assistant settings |
| Custom functions | Query another API during the conversation | Assistant, Functions |
The AI team in voiceOne works in the same CRM: it creates contacts, tasks and deals and prepares quotes when you ask it to. Anything that goes out or costs money – emails, text messages, invoices – is put to you for approval first. If you decline, nothing happens.
No. The CRM is part of voiceOne. If you want to keep using another CRM, you connect it via the REST API or the webhooks before and after the call.
Yes. You import contacts as a CSV file under CRM, Contacts, Import.
After every call there is a summary of the conversation, and the caller is in the CRM as a contact with their request. Booked appointments are in the calendar.
Audio files are deleted after 30 days, transcripts after 180 days. Call data is not used to train language or AI models.
No. Emails, text messages and anything else that goes out are put to you for approval first. If you decline, nothing happens.
Change to
voiceOne. Your AI team.On the phone and in the office.