How It Works

Persona Agentic AI deploys intelligent voice agents that handle real conversations, qualify prospects, and move them seamlessly toward the next step, without scripts, IVRs, or friction.

How it works

1. Train the Agent on Your Business

We configure your AI agent using your website, product information, pricing, and approved materials. This allows the agent to speak knowledge ably about your offerings, answer common questions, and represent your brand accurately and professionally. No rigid scripts. No generic responses.
Just agents that understand what you sell and why it matters.

How it works

2. Engage Prospects by Phone

Your agent can place outbound calls or answer inbound calls just like a trained team member—listening, responding naturally, and guiding conversations forward.

The agent can:
- Introduce your company and solutions
- Qualify interest and intent Handle     common objections
- Route or escalate when appropriate

Every interaction is conversational, goal-oriented, and respectful of the prospect’s time.

How it works

3. Take Action Automatically

When a call ends, Persona triggers the right follow-up automatically.

Depending on the outcome, the system can:
- Schedule an appointment Send confirmation or follow-up emails
- Update your CRM Notify internal stakeholders
- Log call summaries, transcripts, and next steps

All workflows are orchestrated through secure integrations, so nothing falls through the cracks.

How it works

4. Stay in Control

You define the objectives, guardrails, and escalation paths. Persona handles the execution.

You’ll have visibility into:
- Call activity and outcomes
- Appointments booked
- Follow-up actions taken
- Campaign performance

Agents work continuously, consistently, and at scale, while your team focuses on closing and relationships.