AI Voice Agents · Appointment Booking · Salesforce CRM Integration

AI Voice Agents for Appointment Booking & Salesforce CRM Integration

AI voice agents that answer inbound calls, qualify leads, book appointments, capture structured information, and sync conversations and customer data into Salesforce or other CRM systems.

Direct Answer: What is this service? Oaklogix designs and deploys custom AI voice agents integrated with Salesforce and external CRM systems for businesses handling inbound phone traffic. The voice agent answers calls 24/7, qualifies callers through natural conversational dialogue, checks live calendar availability, books confirmed appointments, and writes structured records directly into Salesforce without human data entry.
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Sample demo

Hear it take a real booking call

Sample demo: fictional clinic, AI-generated voices.

What it does

Five things it handles on every call

01

Answers every call

No voicemail, no missed bookings. Every inbound call gets picked up, after hours, on a busy line, whenever it rings.

02

Collects caller details accurately

Name, contact info, reason for visit, extracted from a natural conversation rather than a rigid phone-tree IVR.

03

Books on the spot via calendar sync

Queries real-time calendar availability and reserves the appointment slot before the call ends.

04

Confirms details before hanging up

Reads the booking back (date, time, address, service required) and sends an SMS/email confirmation automatically.

05

Gracefully hands off when needed

Urgent escalations, complex queries, or callers requesting a human are transferred directly to your staff with context attached.

The Salesforce part

One layer in the middle, synchronising every call reliably

Plenty of voice bots can converse. Fewer leave structured data behind. This integration writes clean Salesforce Lead, Contact, and Opportunity records for every call with complete audit logs.

The Call

Caller
Reason for visit
Contact details
Preferred time

AI Voice Agent

Understands caller intent
Queries live availability
Confirms the slot
Structures data fields

Salesforce CRM

New Lead / Contact
Appointment record
Summary & transcript
Task for sales team

The call becomes a clean CRM record the moment the receiver hangs up. No manual exports or missed copy-pastes.

Need other endpoints? We also sync directly with HubSpot, Zoho CRM, or custom database backends. See our API integration services →

Built for your industry

Same logic, tuned to how your callers actually speak

The booking logic underneath is rigorous: check availability, capture details, confirm, sync to Salesforce. What changes is the conversational vocabulary: an urgent HVAC dispatch call at midnight has different tone requirements than a private dental consultation.

Dental & Healthcare Clinics HVAC & Home Field Services Real Estate & Property Viewing & service companies where every missed ring is lost revenue
Transparent Pricing

One setup fee, one predictable monthly cost

Clear scopes with no surprise per-token surcharges. Two fixed figures agreed upon in writing before deployment.

Currency:

Setup, one-time

€1,750

  • Building and prompt-engineering the agent on your specific business rules
  • Connecting to Salesforce (or alternative CRM) and live scheduling calendar
  • Rigorous stress-testing across realistic call accents and background noise scenarios

Then, monthly

€275/mo

  • 300 minutes of call time included every month
  • Continuous hosting, monitoring, and API maintenance included
  • €0.45 per minute overage beyond included quota

All work delivered directly by Waleed Rafique. No subcontracting or junior handoffs.

FAQ

Frequently asked questions

What does the AI voice agent do on each call?

It answers every inbound call, including after hours and when the line is busy. It collects the caller's name, contact details and reason for visit through natural conversation, checks live calendar availability and books the slot before the call ends, reads the booking back and sends an SMS or email confirmation.

What does the agent write into Salesforce?

Each call becomes structured Salesforce records: a new Lead or Contact, an appointment record, a call summary and transcript, and a task for your sales team, with complete audit logs. There are no manual exports or copy-pasting.

Does it work with CRMs other than Salesforce?

Yes. Besides Salesforce, the agent can sync directly with HubSpot, Zoho CRM or custom database backends.

Which industries is it built for?

Dental and healthcare clinics, HVAC and home field services, real estate and property viewings, and other service companies where every missed call is lost revenue. The booking logic stays the same; the conversational vocabulary is tuned to how your callers speak.

What is included in the monthly fee?

The monthly fee includes 300 minutes of call time, plus continuous hosting, monitoring and API maintenance. Minutes beyond the included quota are billed per minute, and there are no per-token surcharges. The setup fee and monthly fee are agreed in writing before deployment.

Get started

Schedule an AI Voice Demo

Tell me about your phone workflows and call volumes. I will reply within one business day with an honest technical assessment and live demo options.

Replies within 1 business day Direct senior engineer response — no sales reps Free consultation with zero obligation