Activ Agent
AI agents for the conversations your team repeats every day.
Voice and messaging agents that work inside defined workflows, capture structured outcomes, update your systems and hand to a person when the conversation needs one.
Controlled automation
The interesting part isn't the voice. It's what the agent is allowed to do next.
Activ Agent is built around the workflow first: what the agent must confirm, what it can change, what it records and when it hands off.
- Voice and SMS agents for confirmations, follow-ups, qualification and service tasks
- Identity checks before anything sensitive is discussed
- Structured outcomes rather than free-text transcripts
- CRM and system updates as part of the conversation
- Human handoff and escalation rules that you define
“…just to confirm, you’re still able to attend on Thursday at 10:30?”
What it does
Operational conversations, with the guard rails built in.
Every capability is scoped to a workflow. The agent does not improvise beyond what the process allows.
Voice agents
Outbound and inbound calls that follow a defined script and decision flow, with natural conversation inside those bounds.
Messaging agents
The same workflows over SMS for customers who prefer to reply in their own time, using Activ SMS or your existing provider.
Identity confirmation
Configurable checks before the agent discusses appointments, documents or account details.
Structured outcomes
Each conversation ends in a defined outcome: confirmed, rearranged, declined, escalated. Outcomes drive the next step automatically.
System updates
Appointment changes, notes and status updates written to Activ CRM or your systems through APIs, not copied by hand afterwards.
Human handoff
Clear rules for when a person takes over, with the context passed along so the customer does not start again.
Audit and review
Recordings, transcripts and outcome logs available for quality review and compliance, with retention you control.
Workflow design
We design each agent workflow with you, including the exceptions, before anything goes live.
A typical workflow
Appointment confirmation, end to end.
One of the most common starting points. The same pattern applies to document chasers, renewal reminders and service follow-ups.
- Step 1
Trigger
An appointment reaches the confirmation window in the CRM. A workflow schedules the call or message within the customer's contact preferences.
- Step 2
Confirm identity
The agent introduces itself as an automated assistant, confirms it is speaking to the right person and checks it is a good time.
- Step 3
Run the conversation
Attendance is confirmed, rearranged or declined. Questions outside the workflow are captured for a person to answer.
- Step 4
Record and hand off
The structured outcome updates the CRM. Exceptions and requests for a callback are routed to the team with full context.
Integrations
Agents are only useful if they can act on your systems.
Activ Agent is designed to read context from, and write outcomes to, the platforms your operation already runs on.
- Activ CRM
- Native: appointments, customer context and outcomes with no integration work.
- Your CRM or line-of-business system
- APIs and integration services for existing platforms.
- Telephony
- Works with modern voice platforms and can sit alongside an existing contact centre.
- Activ SMS
- Messaging channel for the same workflows, including handoff to a person.
- Microsoft Azure
- Hosted on Azure with UK-appropriate options for data handling.
- Automation platforms
- Trigger agents from Make, n8n or Power Automate scenarios and consume outcomes in them.
FAQ
Questions we get asked
Does the agent tell customers it is automated?
Yes. Every workflow introduces the agent as an automated assistant and offers a route to a person. We consider that part of good design, not a limitation.
What happens when a customer asks something the agent cannot handle?
The question is captured and routed to your team as an exception, with the conversation context attached. The agent does not guess.
Can we review what the agent said?
Recordings, transcripts and outcome logs are available for review, with retention periods you control.
Which conversations are a good starting point?
High-volume, repetitive conversations with a clear outcome: appointment confirmations, document chasers, renewal reminders, simple service requests.
Start with one workflow
Pick the conversation your team repeats most, and we'll design the agent around it.
We'll map the workflow, the exceptions and the handoff points before anything is built.