Peakflo AI Voice Agents

Product Introduction

1. Peakflo AI Voice Agents are AI-powered conversational systems designed to automate business operations calls, including collections, customer service, and sales outreach, while integrating real-time updates with enterprise systems. These agents operate as scalable, always-available team members capable of handling high-volume interactions with human-like responsiveness. The system retains contextual memory across conversations and triggers logic-based actions such as payment reminders, dispute resolutions, or data synchronization with CRMs/ERPs.
2. The core value lies in replacing manual, repetitive call tasks with AI-driven efficiency, enabling finance and operations teams to focus on strategic work. It directly addresses cash flow bottlenecks by automating time-sensitive processes like invoice collections and payment follow-ups while maintaining 24/7 multilingual availability. The product enhances customer satisfaction through personalized, context-aware interactions and reduces operational costs by handling 5x more daily calls than manual teams.

Main Features

1. The AI Voice Agents execute human-like conversations using natural language processing (NLP) and speech synthesis, adapting tone and script based on use cases like payment disputes, delivery updates, or policy renewals. They integrate real-time data from ERPs (e.g., NetSuite, SAP) and CRMs to reference invoice details, payment histories, or order statuses during calls. Conversations are dynamically adjusted using no-code logic rules tied to customer segments, invoice sizes, or behavioral triggers.
2. Advanced workflows automate multi-step processes such as escalation rules for disputes, approval requests to managers via Slack/email, and synchronization of call outcomes (e.g., payment promises) back to financial systems. The system supports concurrent calling across time zones and languages, with automatic retries for unanswered contacts and SLA-based follow-up scheduling. Customizable escalation protocols transfer complex queries to human agents in real time based on sentiment analysis or predefined triggers.
3. Full audit trails include call transcripts, duration metrics, and outcome logs stored in the client’s system of record, ensuring compliance and transparency. Two-way integrations sync data with tools like Xero, QuickBooks, and Microsoft D365, enabling automated triggers for outbound calls based on due dates, payment behaviors, or custom events. Memory retention allows agents to reference prior interactions (e.g., payment commitments) for contextually relevant follow-ups.

Problems Solved

1. The product eliminates manual inefficiencies in high-volume call operations, such as delayed collections, missed follow-ups, and inconsistent customer communication. It resolves challenges like siloed data between finance teams and CRMs, slow dispute resolutions, and limited multilingual support for global customer bases. Overloaded customer service teams benefit from automated handling of routine queries like delivery confirmations or policy renewals.
2. Target users include accounts receivable/payable teams, logistics coordinators, and customer support managers in industries like e-commerce, logistics, insurance, and manufacturing. Finance leaders seeking to reduce Days Sales Outstanding (DSO) and operational heads aiming to scale cross-border communications are primary adopters.
3. Typical scenarios include automating 10,000+ monthly invoice collection calls (as demonstrated by Ninja Van), resolving payment disputes via real-time ERP data checks, and sending proactive delivery updates to e-commerce customers. Success stories highlight use cases like reducing overdue payments by 40% (Pickupp) and cutting manual follow-up time by 74% (Bharathi Homes).

Unique Advantages

1. Unlike basic IVR systems, Peakflo’s agents conduct bidirectional dialogues with contextual awareness, leveraging industry-specific workflows for finance and logistics. Competitors lack its two-way ERP/CRM integrations, which enable real-time data pulls (e.g., invoice amounts) and post-call system updates (e.g., payment promises logged in NetSuite). The memory feature ensures continuity across interactions, unlike single-session chatbots.
2. Innovations include no-code workflow builders for designing call logic, adaptive scripting based on customer sentiment, and real-time escalations to human agents during complex scenarios. The system auto-generates multilingual scripts using region-specific dialects and compliance-aware templates (e.g., GST tax invoices for India).
3. Competitive differentiators include 5x call capacity scaling, 90% productivity gains for finance teams, and prebuilt connectors for 15+ ERPs/CRMs. Case studies demonstrate measurable outcomes like 35% faster receivables (Driver Logistics) and 200+ monthly hours saved in approvals (Bharathi Homes).

Frequently Asked Questions (FAQ)

1. What are Peakflo AI Voice Agents? Peakflo AI Voice Agents are autonomous systems that handle business calls using AI-driven conversations, integrating with ERPs/CRMs to automate tasks like payment reminders and dispute resolutions. They operate 24/7, support multiple languages, and retain conversation history for context-aware follow-ups. The agents trigger actions like updating payment statuses in SAP or notifying managers via Slack during escalations.
2. How do AI Voice Agents work? The agents use NLP to interpret customer responses and speech synthesis to deliver human-like dialogues, referencing real-time data (e.g., invoice details) from integrated systems. Calls are triggered by events like due dates or custom rules, with outcomes (e.g., payment commitments) logged back into the ERP. Workflows are customizable via no-code logic for scenarios like re-routing angry customers to human agents.
3. Can the AI Voice Agent sound like a human? Yes, the system uses advanced speech synthesis to mimic natural intonation and pacing, with adjustable tones (formal/casual) per use case. It supports regional accents and dialects in languages like English, Mandarin, and Spanish, ensuring culturally relevant interactions. Customers in case studies (e.g., InMobi) reported seamless experiences indistinguishable from human agents.
4. Can the AI Voice Agent integrate with my existing software? Yes, prebuilt connectors are available for NetSuite, SAP, Xero, QuickBooks, and Microsoft D365, with API/SFTP support for custom systems. Integration syncs triggers (e.g., overdue invoices) and pushes post-call data (e.g., resolved disputes) back to your tools. Success stories like Ninja Van demonstrate seamless two-way sync with NetSuite for invoice automation.
5. What languages and accents are supported? The agents support 12+ languages, including English (US/UK/AU), Mandarin, Spanish, and Malay, with regional dialect adjustments for markets like Southeast Asia. Custom glossaries ensure industry-specific terminology accuracy (e.g., logistics jargon for Ninja Van). Continuous learning adapts to local speech patterns over time.