Map
Call flow and outcomes
We identify the calls worth automating, the moments that need a human, and what a completed call should write back.
Book a setup call.
Bring us the way your phone line works today. We will map the agent or CTI setup around your calls, systems, handoffs, and the exact record you need left behind.
Book a setup call
Bring us your phone line
and we'll map the setup.
What we cover on the call:
Which calls should be handled, routed, or escalated.
Which CRM, calendar, SMS, email, and data sources matter.
What the first working version should prove.
What happens on the call
A working setup plan,
not a generic product tour.
We use the call to understand your phone operation and show the shortest path to something real.
Connect
Systems and data
We look at CRM, calendars, SMS, email, phone numbers, routing, and the records your team already trusts.
Design
First agent or CTI motion
We sketch the initial workflow so the next step is concrete: a voice agent, a CTI rollout, or both.
Launch
Timeline and owner path
You leave with the implementation path, who needs to be involved, and what PhoneIQ will set up with you.
Two tracks
Voice Agents for the new line.
PhoneIQ CTI for the proven calling layer.
Voice Agents
Custom AI agents for live calls, CRM updates, scheduling, SMS, email, and handoff.
PhoneIQ CTI
Salesforce-native phone system, activity capture, call routing, recording, and analytics.
Same call reality
Real phone numbers, real workflows, real teams that need the system to hold together.
Before you book
Bring one call path
that annoys your team.
The best setup calls start with one real workflow: who calls, what they ask, where the team looks, and what should happen when the call ends.