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.
phoneiq://setup-call
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.
01 Which calls should be handled, routed, or escalated
02 Which CRM, calendar, SMS, email, and data sources matter
03 What the first working version should prove
Live calendar
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 beta 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.