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OU Chat · specialist

A number that answers, in your customer’s language

Voice Agent · Your CX Agent, on a phone number.

Chat is not how everyone gets in touch. In a lot of markets the phone is still the first thing a customer reaches for, and it rings out after six.

  • 7 of 10 jobs on the front desk in busy season finish without a person
  • Seven days without a card
  • Full refund on any plan, 30 days
An inbound call in tax season
  1. Motazedi CPA, good afternoon. This call is recorded. আমি বাংলাতেও বলতে পারি।

    greeted in both, waiting to hear which
  2. হ্যাঁ, বাংলা ভালো হয়। আমি একটা অ্যাপয়েন্টমেন্ট চাই।

  3. অবশ্যই। আপনার নাম আর ফোন নম্বরটা বলবেন?

    locked to Bangla for the rest of the call
  4. Rahman, 917 555 0142.

  5. রহমান, নয় এক সাত, পাঁচ পাঁচ পাঁচ, শূন্য এক চার দুই। ঠিক আছে?

    read the number back before writing it down
How it works

Voice Agent in a conversation

  1. 01
    It answers in Bengali

    Not a translation layer bolted onto an English agent. Most of the fast voice vendors do not offer Bengali at all, which is the whole reason this exists.

    bn + en locks to the caller
  2. 02
    The same knowledge as the chat agent

    One agent, trained once. It does not need a separate script, and it cannot drift out of step with what the website says.

    Recorded announced every call
  3. 03
    Every call is transcribed and summarised

    You get an outcome, a sentiment and a summary rather than a call log, so the phone becomes something you can actually review.

    Never an SSN or a bank number
In practice

Two ways Voice Agent gets used

1

The call that lands while everyone is with a client

What happens
Tax season. The phone rings and there is nobody free to pick it up, which is when a caller decides whether to try the next firm on the list.
What the agent does
The agent answers, greets in Bangla and English and locks to whichever the caller replies in, announces that the call is recorded, takes the name, number and reason, and books an appointment inside working hours.
Where it stops
It never speaks a social security number, a bank or routing number, a refund amount, or anything at all from a specific return. After two failed attempts to understand, it warm-transfers to a person.
2

The call after closing

What happens
A voicemail nobody will hear until tomorrow, which is the usual outcome for an evening call.
What the agent does
The agent takes the callback details, reads the name and number back to confirm them, and leaves a one-line summary. The call is transcribed and analysed afterwards, so the morning starts with a readable list rather than recordings to sit through.
Where it stops
The advice itself is never given on the call. The agent exists to get the right person to the right caller with the context already gathered.
What changes

What comes off the front desk in busy season

Every row is a job somebody does today. The bar is counted from the rows, so it says exactly as much as the table does and no more.

7of 10 finish without a person
  • 7 end to end
  • 3 kept with a person
  1. Answer, and greet in the language the caller uses Agent, end to end
  2. Announce that the call is being recorded Agent, end to end
  3. Take the name, number, language and reason for calling Agent, end to end
  4. Read names and numbers back to confirm them Agent, end to end
  5. Book an appointment inside working hours Agent, end to end
  6. Leave a one-line summary before handing over Agent, end to end
  7. Transcribe and analyse the call afterwards Agent, end to end
  8. Anything drawn from a specific tax return Stays with a person
  9. Anything involving an SSN or a bank number Stays with a person
  10. The advice itself Stays with a person
In build

The business this is being built for

Motazedi CPA, P.C.

Accounting · New York

Built, not yet taking calls

Whose job this wasThe front desk during tax season

The problem

A small practice where everyone answering the phone is also the person doing the work. In season the calls are constant and most are a booking, a document question, or somebody checking whether the firm handles their situation at all.

What putting it in involved

The voice agent is configured against the practice’s own material: a bilingual greeting, recording consent announced on every call with ninety-day retention, and an explicit list of things it must never say out loud. Bengali telephony was the constraint that shaped the build, since most speech vendors do not have a real bn-BD voice.

Still to doThe call path is proven end to end and an agent has held a real conversation on it. What is not done is the inbound phone number: the provider side is not wired, and the transfer target is still to be confirmed with the practice. So this is a build in progress, not a customer taking calls today, and it would be easy and wrong to write it up as the latter.

What it can actually do

What makes this real

Each of these is something your agent can do for a customer today, not a setting you configure. Everything here travels with the agent, on whichever channels you connect it to.

Comes with this channel

  • A phone number that answers voice Connection A real phone number the agent answers, with the same knowledge it uses in chat. The line gets picked up when nobody is free, instead of ringing out or going to voicemail.

Comes with your agent

  • Bengali and English on the phone speech Built in Bengali and English on a call, following whichever the caller used, which most speech vendors cannot do for Bengali. Speaks either on a call and follows whichever the caller chose.
  • Writes up the call call analysis Built in Writes up every call afterwards, so the morning is a readable list instead of recordings to sit through. You read what happened in a few lines instead of listening back to recordings.

Same agent, other jobs

One agent, one price

Voice Agent is not a separate product or a separate bill. It is OU Chat set up for this job. Seven days without a card. $29/mo after that, refunded in full if it is not right.

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