Turn customer calls into structured CRM workflows
Troika Tech combines AI Calling Agents with CRM lead capture to help sales and support teams manage high-volume enquiries more consistently.
The agent can answer calls 24/7, understand customer requirements, handle common questions, route calls by intent, send WhatsApp follow-ups and support sales teams while keeping human oversight at the centre of the process.
The practical objective is simple: connect the conversation to the next business action. Customer details can be captured during the call, structured lead information can be pushed into the CRM automatically, and relevant follow-up actions can continue through connected workflows.
What the AI caller handles
The agent can answer inbound calls and make outbound calls using configured business workflows. It can share product information, handle FAQs, collect requirements, qualify leads and transfer conversations to human team members when required.
Structured lead data
Capture name, phone, requirement, budget, location, timeline and lead source during conversations.
Connected follow-up
Use WhatsApp actions to share brochures, photos, maps and other relevant information during or after calls.
From business requirements to live AI calling
A useful AI calling workflow starts with the business process, not simply the voice technology.
Define
Identify enquiries, customer information, qualification criteria, follow-ups and human handoff points.
Configure
Set greetings, FAQs, product information, sales scripts, objection handling, voice and personality.
Connect
Capture lead data, push information into the CRM and configure WhatsApp follow-up actions.
Deploy
Test and refine the workflow before deployment, with ongoing human oversight and monitoring.
Designed around real sales conversations
Troika Tech's AI Calling Agents can support personalised sales scripts, objection handling, smart call routing and adaptive conversations rather than relying only on rigid scripted responses.
- Inbound enquiry handling
- Outbound lead follow-up
- Lead qualification
- Missed-call response
- Appointment confirmation
- Customer re-engagement
- Payment reminders
- Human call transfer
Built for businesses with frequent customer conversations
An AI Calling Agent can be adapted to the questions, lead fields and actions that matter to different industries.
Property enquiries
Collect buyer requirements, provide project information and support site-visit booking before passing qualified opportunities to sales teams.
Course enquiries
Answer questions about courses, timings, syllabus and admissions while capturing prospective student details for follow-up.
Industrial enquiries
Handle product specifications, MOQ questions and distributor requirements while collecting useful sales information.
Dealer enquiries
Support vehicle enquiries, test-drive requests and financing questions while identifying customer intent.
Appointment workflows
Support appointment scheduling and questions around doctor availability, with relevant information captured for the team.
Service updates
Support shipment tracking and delivery-related enquiries while helping teams manage recurring customer conversations.
Relevant for Indian and international sales teams
AI calling becomes especially useful when businesses serve customers across regions, languages and distributed sales territories.
For Indian businesses, AI calling can support high enquiry volumes across regional markets. Troika Tech's AI agents support English, Hindi, Marathi, Gujarati, Tamil, Telugu and Bengali, and are designed to understand Indian accents and adapt speech speed during conversations.
The same model can support international businesses that need continuous enquiry handling and structured lead capture. Inbound calls can be answered instantly, while outbound workflows can support new enquiries, missed calls, cold leads, payment reminders, appointment confirmations and customer re-engagement.
For SMEs, MSMEs, startups and enterprises, the key advantage is connecting conversations with wider sales operations. When customer requirements and lead information move into the CRM automatically, teams can work from structured information instead of manually transferring every call outcome.
Multilingual engagement
Support customers across Indian regional markets with relevant language capabilities and natural voice interactions.
Distributed sales support
Give teams a consistent first response across regions while routing conversations according to customer intent.
High-volume handling
Handle many simultaneous conversations so routine enquiries do not depend entirely on available callers.
Voice to workflow
Turn call information into structured CRM data and trigger relevant follow-up actions through messaging.
Practical automation for sales and customer engagement
24/7 enquiry handling
AI Calling Agents can answer inbound calls and support outbound campaigns continuously, helping businesses respond outside traditional calling hours.
Structured lead capture
Capture name, phone number, requirement, budget, location, timeline and lead source during conversations for more organised sales follow-up.
Automated follow-ups
Support new enquiries, missed calls, cold leads, appointment confirmations and re-engagement through configured calling and WhatsApp workflows.
Smarter call routing
Route conversations by intent and transfer calls to human team members when specialist attention or a personal conversation is appropriate.
Multilingual engagement
Support English and multiple Indian languages for businesses serving diverse customer groups across regional markets.
| Workflow capability | AI Calling Agent | Business outcome |
|---|---|---|
| Inbound call handling | Yes | Respond to enquiries continuously |
| Outbound follow-up | Yes | Support repeatable outreach workflows |
| Lead qualification | Yes | Capture relevant requirements |
| CRM lead capture | Yes | Move call information into sales workflows |
| WhatsApp follow-up | Yes | Continue conversations through messaging |
| Human transfer | Yes | Escalate conversations when needed |
AI Calling Agent for Microsoft Dynamics 365 FAQ
An AI Calling Agent for Microsoft Dynamics 365 is an AI-powered voice agent that can handle customer calls while capturing relevant lead information for CRM workflows. It can answer questions, qualify enquiries, collect details, send follow-ups and transfer calls to human team members when needed. Troika Tech provides AI Calling Agents designed for inbound and outbound business conversations.
The AI calling agent answers inbound calls or makes outbound calls according to configured business workflows. It can share product information, answer FAQs, collect details such as requirements and location, qualify leads and route conversations by intent. Customer information can then be pushed into the CRM automatically, while follow-up actions can be triggered through WhatsApp.
Businesses with regular customer enquiries, sales calls, follow-ups or appointment workflows can use an AI Calling Agent for Microsoft Dynamics 365. Relevant applications include real estate, education, manufacturing, healthcare, retail, logistics, automobile dealerships, hospitality, finance and insurance, and service businesses. The workflow can be adapted to the questions, lead fields and actions relevant to each business.
The main benefits include 24/7 call availability, faster responses to enquiries, structured lead capture and automated follow-up workflows. An AI caller can also handle many simultaneous calls, support multilingual conversations and route calls based on customer intent. This helps teams manage repetitive conversations while keeping human staff available for interactions that require personal attention.
An AI Calling Agent can automate or improve inbound enquiry handling, outbound follow-ups, lead qualification, missed-call response, appointment confirmations and re-engagement campaigns. It can also support payment reminders, capture customer requirements and send WhatsApp information during or after calls. For sales teams, automatic CRM lead capture can reduce manual data entry and make follow-up workflows more structured.
Implementation starts by defining the business requirements, call flows, information to collect and actions the agent should take. Troika Tech then configures the AI calling experience, including greetings, FAQs, product information, sales scripts, objection handling, routing and follow-up workflows. The system is tested and refined before deployment, with quick setup and customisation available as part of the delivery approach.
Yes, an AI Calling Agent can support businesses across India as well as international markets. Troika Tech's AI agents support multiple Indian languages and are designed to understand Indian accents, while the broader solution can be applied to businesses serving customers in global markets. The approach is suitable for regional sales teams, distributed operations and businesses handling high-volume enquiries.
Troika Tech has provided digital services and AI-powered business solutions since 2012 and positions its solutions around practical AI adoption with human oversight. Its AI Calling Agents support inbound and outbound calls, lead qualification, CRM lead capture, call routing, WhatsApp follow-ups and multilingual conversations. Troika Tech also provides an AI-powered dashboard for monitoring and managing agents, leads and conversations.
Where AI calling fits in modern CRM operations
AI voice automation is increasingly practical when the goal is to manage recurring customer conversations while keeping business workflows structured.
Common applications include lead qualification, missed-call follow-up, appointment confirmation, customer re-engagement and routine information requests. The value is strongest when voice interactions connect to what happens next instead of remaining isolated phone conversations.
CRM-connected AI calling can help businesses capture customer requirements and move lead information into a wider sales process. This gives sales teams structured information to work with while allowing human staff to focus on conversations that need judgement, expertise or personal attention.
For Indian businesses, multilingual communication and WhatsApp-based customer journeys are important considerations. An AI agent can answer a question by phone and then support the conversation by sharing relevant brochures, photos or location information through messaging.
AI Created. Human Perfected.
Troika Tech combines practical AI automation with human oversight, monitoring and business-focused workflow design.
Practical AI expertise
Troika Tech has provided digital services and AI-powered business solutions since 2012, with a focus on practical AI adoption.
Complete calling workflows
AI Calling Agents support inbound and outbound calls, FAQs, product information, lead qualification, sales scripts, objection handling and routing.
CRM and messaging support
Lead information can be captured during calls and pushed into the CRM automatically, with WhatsApp actions supporting relevant follow-ups.
Designed for diverse conversations
Voice, personality, speech speed, noise cancellation and support for Indian accents and multiple languages help adapt the agent to varied customer interactions.
Monitoring and human oversight
The AI-powered dashboard provides real-time monitoring and management of agents, leads and conversations, supporting human control over automated workflows.
Connect your calling workflow to your sales process
An AI Calling Agent for Microsoft Dynamics 365 can help businesses manage inbound enquiries, outbound follow-ups, lead qualification, CRM capture and multilingual customer engagement across India and global markets. Discuss your workflow with Troika Tech and plan the right AI calling deployment for your business.
Discuss Your Workflow