Use cases

Three ways Callwise takes over your phone line.

Inbound calls — appointments, support questions, inquiries. With custom logic for your case. (Outbound on request.)

01 — Admin & scheduling

Automate routine telephony.

The most common use case. The agent handles bookings, rescheduling, and basic info — the volume that eats hours every day.

Setup
1–2 weeks
Plan
Starter
Example · 18 sec Appointment confirmed
Caller “I'd like an appointment next week — an initial consultation.”
Clara “Thursday at 10 or 2 — which works better?”
Caller “2 o'clock.”
Clara “Booked. You'll get a confirmation by text shortly.”
Call
Callwise
Calendar
Text confirmation
02 — Customer support

Answers from your knowledge base.

The agent is connected to your existing knowledge base — product details, service terms, opening hours — and answers in context, around the clock.

Setup
2–3 weeks
Plan
Professional
Example · 22 sec Answer from knowledge base
Caller “How long is shipping if I order today?”
Clara “In-stock items ship the same day, delivery in 2–4 business days.”
Caller “And if the product doesn't fit?”
Clara “30-day returns, return label included. Want me to email the link?”
Call
Callwise
Knowledge base
Answer in the call
03 — Lead qualification

Structured leads, not raw material.

Inbound inquiries get pre-qualified before they reach your sales team. Answers land structured in the CRM — time-wasters get filtered out.

Setup
2 weeks
Plan
Professional
Example · 28 sec Lead qualified & in CRM
Clara “What monthly volume are you planning?”
Caller “Around 400–500 calls.”
Clara “When should the agent go live — this month, next quarter?”
Caller “As soon as possible, ideally in 4 weeks.”
Call
Qualification
CRM entry
Sales team
What works — and what doesn't

Inbound is standard. Outbound on request.

Inbound · Standard

Incoming calls

  • Book / reschedule / cancel appointments
  • Support from knowledge base
  • Lead qualification
  • Routing & handoff to your team
Outbound · On request

Outgoing calls

  • Collecting reviews
  • Follow-up calls
  • Simple check-in calls
  • Discussed individually per project
Which case fits you?

Which case is your most frequent?

Drop us a line about the case you handle most — we'll get back to you with the next steps. Or call Clara directly.

Prefer to go direct? Book a 15-min call →