Use Cases

Built for every voice workflow

From customer support to outbound campaigns, see how teams use Octo to automate voice interactions at scale.

Customer Support

Deploy AI voice agents that handle inbound customer calls around the clock. Resolve common issues instantly, collect information, and seamlessly escalate to human agents when needed.

  • 24/7 availability without staffing overhead
  • Consistent, on-brand responses every time
  • Automatic escalation to human agents
  • Full transcript and analytics for every call
Octo interactions

Interactions

Order status enquiry

Resolved
Caller 00:04

Hi — I'm calling about order 4021, it hasn't arrived yet.

Agent 00:07

Let me pull that up for you.

Ran 1 tool — orders.lookup · 4021
Agent 00:11

Order 4021 shipped Tuesday and is out for delivery today before 6pm.

Caller 00:19

Can I change the delivery address?

Agent 00:22

That one needs a person — I'm transferring you to a specialist now.

Sentiment
Positive
Duration
01:42
Channel
Phone

Lead Qualification

Qualify inbound leads in real time with AI agents that ask the right questions, capture key data points, and route qualified prospects directly to your sales team.

  • Instant response to every inbound lead
  • Structured data capture and CRM integration
  • Custom qualification criteria per campaign
  • Warm transfer to sales reps with full context
Octo lead capture

Inbound lead

Pricing enquiry — 2m 06s

Qualified

Captured on the call

Intent
Book a demo
Team size
50–200
Timeline
This quarter
Budget
Approved

Fit score

82/100

Above the 70 threshold for this campaign

Warm transfer to Sales — Marco Reyes picked up in 6s

Synced to CRM — contact, transcript and summary

Appointment Scheduling

Let AI handle the entire booking flow — from availability checks to confirmations and reminders. Integrate with your calendar and reduce no-shows automatically.

  • Natural language scheduling over the phone
  • Calendar integration and conflict detection
  • Automated reminders and rescheduling
  • Multi-location and multi-provider support
Octo scheduling

Scheduling

Find a slot

Calendar synced

Mon

12

Tue

13

Wed

14

Thu

15

Fri

16

09:00 10:30 13:15 15:45

Booked — Wed 14th, 13:15

Held with Dana Ellery · confirmation SMS sent

Reminder queued · 24h before 2 conflicts avoided

Outbound Campaigns

Scale your outreach with AI agents that make calls following your custom scripts. Perfect for surveys, follow-ups, appointment confirmations, and proactive outreach.

  • Execute thousands of calls simultaneously
  • Custom scripts with dynamic personalization
  • Real-time campaign monitoring and analytics
  • Compliance-ready with consent management
Octo campaigns

Campaigns

Renewal reminders

Running

Queued

1,248

Dialing

32

Completed

806

Outcomes

806 of 2,054 calls

  • Confirmed 64%
  • Rescheduled 21%
  • No answer 15%

Live now

  • +1 (415) 555-0198 Connected
  • +1 (646) 555-0142 Ringing
  • +1 (312) 555-0110 Confirmed

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