AI Voice Agent for Inbound Calls with Human Handoff and CRM
Convocore's AI voice agent answers your inbound calls, transfers the caller to a person when they ask or when your rules say so, and keeps the transcript, recording and summary so your team and your CRM have the full context. Phone voice agents start on the Business plan at $99 a month ($66 billed yearly), with 2 phone numbers, 3 calls at once and $25 of usage included.
Feature
What happens on a call that needs a person
The agent only transfers to a number you have given it. It refuses to invent a number, to transfer the caller to their own phone or back to the agent, and it transfers once per call.
| Moment | What the caller hears | What your team gets |
|---|---|---|
| The call is answered | The agent answers in the voice and language you set, answers questions from your knowledge base, and can book on your calendar | A live conversation in the dashboard; teammates can listen in real time |
| The caller needs a person | The agent says it is transferring them, in the caller's language | The call rings the number you set for that kind of request |
| Someone answers | They are connected to your teammate and the AI leaves the call | The AI's part of the call is already saved as a transcript |
| Nobody answers or the line is busy | On SIP lines the agent comes back and keeps helping, for example by taking a message. On Twilio numbers it apologises in the caller's language and ends the call. | The failed transfer is recorded on the conversation |
| After the call | Nothing | Transcript, recording, AI summary, lead score and email, and CRM updates |
How the context reaches your team and your CRM
| Where | What lands there |
|---|---|
| Convocore dashboard | The full transcript, the call recording and an AI summary on the conversation |
| Live listen | Audio of the call in real time, so a manager can follow a call before taking it |
| Lead email | When the call qualifies under your lead funnel rules: the score, the reasons, the facts the caller gave, the summary and a recording link |
| Zoho CRM | Before each reply the agent looks up the caller's record so it knows who it is talking to; after each turn it writes back the fields the caller gave and adds the transcript as a note |
| Google Calendar and Calendly | Appointments the agent books during the call |
| Webhooks and API | Call data sent to HubSpot, Salesforce or any other system you run |
When another tool is the better choice
- You need the AI to brief your teammate by voice before the caller is connected. Convocore announces the transfer to the caller, not to the person answering; the context is in the dashboard, the lead email and the CRM instead.
- Your CRM is HubSpot or Salesforce and you want a native two-way connector. Convocore's native CRM sync is Zoho; other CRMs connect through webhooks or the API, which takes some setup.
- You run a contact center with queues, agent seats and wallboards. A contact center platform is built for that; an AI voice agent sits in front of it.
- You are a developer who wants raw voice infrastructure to build your own product. Look at the options in our Vapi alternatives guide.
- You only need calls answered and messages taken. Compare the cheaper options on AI answering service pricing.
Key facts decision-makers quote
- Business is $99 a month ($66 billed yearly) with 2 phone numbers, 3 concurrent calls, 25,000 credits ($25) of usage, call summaries, live listening, webhooks and the full API. Call minutes beyond the included credit are billed as usage. On a lower plan, the Voice add-on is $29 a month.
- Website visitors expect fast answers; delayed replies lose qualified demand.
- Ground AI answers in your live pages and docs, then escalate when confidence is low.
- Measure lead quality and containment, not raw chat volume.
Why handoff is where voice AI usually breaks
- Callers who ask for a person get stuck in a loop with the bot.
- Transfers drop into a ringing line with no plan for when nobody answers.
- The person who picks up has to ask the caller to repeat everything.
- Call notes never reach the CRM, so the caller's history is missing next time.
How the transfer works
You add a call transfer tool to the agent and describe, in plain words, when to use it and which number to call, for example "send billing questions to the accounts line". The agent decides during the call, tells the caller what is happening, waits until it has finished speaking, and then connects the call. Phone numbers can be bought through Convocore or brought from your own SIP trunk. Agencies can resell the same agent under their own brand on the white label plan.
What you get
Transfer in plain language
Tell the agent when to transfer and to which number. It announces the transfer in the caller's language.
A plan for no answer
If the line is busy or nobody picks up, the caller is never left in silence.
Summary and recording
Every call is saved with a transcript, a recording and an AI summary your team can read in seconds.
CRM and calendar
Native Zoho CRM sync, Google Calendar and Calendly booking, plus webhooks and the API for other systems.
What it costs
Business is $99 a month ($66 billed yearly) with 2 phone numbers, 3 concurrent calls, 25,000 credits ($25) of usage, call summaries, live listening, webhooks and the full API. Call minutes beyond the included credit are billed as usage. On a lower plan, the Voice add-on is $29 a month.
How to set it up
- Create a voice agent in Convocore: write its instructions, add your knowledge base and pick a voice.
- Get a phone number through Convocore, or connect your own SIP trunk.
- Add the call transfer tool with the number to call and when to use it, in plain words.
- Connect Zoho CRM or your calendar, and turn on the lead funnel with the people who should get lead emails.
- Call the agent yourself: ask for a person, let the transfer ring out once, then check the transcript, summary and email.
Build a voice agent that knows when to hand over
Related Resources
Related Pages
AI Receptionist for HVAC — Emergency & Service Calls 24/7 →AI Phone Agent for Auto Repair Shops: Appointments, Quotes and Status Calls →How AI Receptionists Work — Setup in 5 Minutes →AI Call Screening — Filter Spam, Route Real Callers →AI Receptionist for Insurance Agencies — Capture Quote Requests →AI Receptionist for Yoga Studios, Pilates Studios and Gyms →AI Voicemail to Text — Instant Transcription & Summaries →AI Receptionist with Call Transfer — Route to the Right Person →
Frequently Asked Questions
Is this a warm transfer?
The agent tells the caller it is transferring them and connects the call once it has finished speaking, so the caller is never cut off mid-sentence. It does not brief the person who answers by voice; the transcript, summary, lead email and CRM record carry the context instead.
What happens if nobody answers the transfer?
On SIP lines the agent is told the result and keeps helping, for example by taking a message. On Twilio numbers it apologises in the caller's language and ends the call. Either way the attempt is saved on the conversation.
Which CRMs does the voice agent update?
Zoho CRM has a native two-way sync: the agent reads the caller's record before replying, writes back new details and adds the transcript as a note. Other CRMs such as HubSpot or Salesforce connect through webhooks or the API on the Business plan.
Can my team listen to calls live?
Yes. On Business, a teammate can listen to a call in real time from the dashboard, and every call is saved with a transcript, recording and AI summary.
How much does an AI voice agent with human handoff cost?
Phone voice agents start on Convocore Business at $99 a month, or $66 a month billed yearly, with $25 of usage included. Agencies reselling voice agents use the White Label plan at $199 a month.
Ready to Get Started?
Build a voice agent that knows when to hand over
Start Free Trial →