Inbound calls
Agent Inbound & Outbound answers inbound calls and resolves or routes each request.
Support · Sales · Billing
Valnora & Elric · Agent Inbound & Outbound
Every call answered. Every lead followed up.
Agent Inbound & Outbound replaces phone trees with AI voice that answers and makes calls, updates your CRM and passes warm leads to your team.
Agent Inbound & Outbound is an AI voice product from Valnora & Elric, the company behind Agent Serve, the AI workspace for AI agents. It replaces phone menus and first-line call support: it answers inbound calls, makes outbound calls, updates CRM records, creates support queries and hands warm leads to account managers and account executives.
Inbound and outbound
From ring to warm lead.
Agent Inbound & Outbound handles the conversation and the follow-up work, then passes the right calls to people.
- 01
Answer every inbound call
Callers skip the phone menu and say what they need. Agent Inbound & Outbound understands the request, updates the record and opens a support query when one is needed.
- No keypad menus
- Support queries opened on the call
- CRM kept current
- 02
Work through outbound calls
Agent Inbound & Outbound makes outbound calls, records what each customer says in your CRM, and flags the conversations a person should pick up.
- Outbound calls made for your team
- Updates written back to the CRM
- Interested contacts flagged as warm leads
How it works
How an inbound call is handled.
Four steps from the first ring to a resolved request or a warm lead with the right person.
- 1
Answer and listen
Agent Inbound & Outbound answers the call and lets the caller explain what they need in their own words.
- 2
Understand the request
It works out what the caller wants, with no menu to press through.
- 3
Update the record
It updates the CRM record and creates a support query when the call needs follow-up.
- 4
Pass on warm leads
When a caller is ready to buy or expand, the lead goes to an account manager or account executive.
What it does
Inbound and outbound, one AI voice.
Agent Inbound & Outbound covers the calls your team answers today and the calls it makes.
Outbound calls
Agent Inbound & Outbound makes outbound calls for your team and records each outcome.
Follow-ups · Renewals · Check-ins
CRM updates
Agent Inbound & Outbound updates CRM records as part of the call, not afterwards.
Contact · Account · Notes
Support queries
Agent Inbound & Outbound creates a support query whenever a call needs follow-up.
Billing · Delivery · Account change
Before and after
Phone trees out. Conversations in.
What changes when Agent Inbound & Outbound answers and makes your calls instead of a phone menu.
| Work | Before | With Agent Inbound & Outbound |
|---|---|---|
| Getting through | BeforeCallers press through a phone menu and wait for the right line. | With Agent Inbound & OutboundCallers say what they need and the call goes where it belongs. |
| Records | BeforeSomeone types up the call in the CRM later, if at all. | With Agent Inbound & OutboundThe CRM record is updated as part of the call. |
| Follow-up | BeforeSupport requests depend on notes taken during the call. | With Agent Inbound & OutboundA support query is created when the call needs one. |
| Sales leads | BeforeInterested callers wait in the same queue as everyone else. | With Agent Inbound & OutboundWarm leads go to an account manager or account executive. |
Who it helps
Built for the teams behind the phone.
Fewer calls waiting
Agent Inbound & Outbound takes first-line calls, so the support team picks up queries that are already written down.
- Inbound calls answered
- Support queries created
- CRM updated on the call
Warm leads, not cold queues
Agent Inbound & Outbound passes callers who are ready to talk to the account executive who should take them.
- Interest spotted on the call
- Lead passed to an account executive
- Record updated first
Existing customers followed up
Agent Inbound & Outbound makes outbound calls to existing customers and hands the conversations that need a person to their account manager.
- Outbound calls made
- Outcomes written to the CRM
- Warm handoff to the account manager
Examples
Calls Agent Inbound & Outbound takes every day.
Three example calls in financial services, with made-up details.
Card servicing line
Agent Inbound & Outbound answers a card query, updates the customer record and creates a support query for the card team.
- Caller explains
- Record updated
- Query created
- Card team follows up
Renewal follow-up calls
Agent Inbound & Outbound calls customers ahead of renewal, notes each answer in the CRM and passes interested customers to their account manager.
- Call made
- Answer recorded
- Interest flagged
- Account manager takes over
Inbound loan enquiries
Agent Inbound & Outbound answers a loan enquiry, records the details in the CRM and passes the warm lead to an account executive.
- Enquiry call
- Details recorded
- Warm lead
- Account executive calls back
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
At a glance
What Agent Inbound & Outbound does.
| Replaces | Phone menus (IVR) and first-line call support. |
|---|---|
| Inbound | Answers calls, understands the request and resolves or routes it. |
| Outbound | Makes calls for your team and records each outcome. |
| CRM | Updates CRM records as part of the call. |
| Support | Creates support queries when a call needs follow-up. |
| Handoff | Passes warm leads to account managers and account executives. |
| Access | By invitation. Request access and we set it up with your team. |
Questions
About Agent Inbound & Outbound
What is Agent Inbound & Outbound?
Agent Inbound & Outbound is AI voice from Valnora & Elric. It answers inbound calls and makes outbound calls, updates your CRM, creates support queries and passes warm leads to account managers and account executives.
Is Agent Inbound & Outbound available today?
Yes, by invitation. Request access with Agent Inbound & Outbound selected and we will set it up with your team.
Does it replace our phone menu?
Yes. Agent Inbound & Outbound replaces phone menus and first-line call support: callers say what they need instead of pressing through options.
Do callers still reach a person?
Yes. Agent Inbound & Outbound passes warm leads to account managers and account executives, and support queries go to your support team.
How does it relate to Agent Serve?
Both are Valnora & Elric products. Agent Serve is the AI workspace where teams build, deploy and manage AI agents; Agent Inbound & Outbound handles phone calls.
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