Organise who answers each call
We configure numbers, business hours, voice menus, queues and routing rules to direct each call to the appropriate team. We also define what happens outside business hours and how conversations are transferred.
Aircall Bronze Partner
Aircall
Cloud telephony for sales and customer support, connected to your CRM and the follow-up work behind every conversation.
Voice
Calls and support flows
CRM
Conversations with context
AI
Assistance and voice agents
Team
Follow-up and supervision
Featured customers of Aircall
01. Context
The layer where day-to-day work lives.
Aircall brings sales and customer support telephony into a shared workspace. It lets you organise numbers, business hours, voice menus and call distribution, and work with notes, tags and the context available in your systems.
CRM and helpdesk integrations link conversations to customer information. We connect Aircall with Pipedrive or Attio and design follow-up workflows using Make, Zapier or custom API and webhook connections, including processes in n8n or Notion.
AI Assist helps your team review transcripts, summaries and next steps. AI Assist Pro adds capabilities such as live guidance and playbook-based evaluation. AI Voice Agent is a separate product for handling defined enquiries and transferring them to your team. Number availability and porting vary by country and case. Advanced analytics and AI capabilities depend on the plan, licences and add-ons you choose.
02. How we apply it
From the call to the next step
We design support and follow-up flows around your operations. These are some of the applications we can configure to match your team's needs.
Give sales and support the context they need
We connect calls and notes to your CRM or helpdesk so your team can review the history and record the next step. In Attio, notes sync to existing person records with a matching phone number.
Trigger follow-up work
A call or an AI-generated summary can trigger a task, notification or update in your tools. We agree which data to transmit, the rules for each workflow and which actions need human review.
Review conversations with AI support
With AI Assist, your team can work with summaries, transcripts and next steps from eligible calls. With AI Assist Pro, we configure guidance and playbooks. These capabilities require the relevant licences and activation; follow-up drafts are reviewed before sending.
Handle defined enquiries with a voice agent
We configure AI Voice Agent with your business information, intake questions and criteria for handing over to your team. We test the flows and their limits before activation. AI Voice Agent is billed by usage and does not require an AI Assist licence.
Monitor team activity
We define how to review call volume, unanswered calls and waiting times. We select the views and analytics capabilities available in your plan to identify areas needing attention and organise the team's work.
03. What changes for you
The advantages of working with us.
The Optimal Flow is an Aircall Bronze Partner. We start by understanding how calls are distributed, what information each person needs and what should happen afterwards. We turn that journey into a phone system connected to your operations.
Implementation can include number and routing configuration, CRM integration, automations and deployment of AI capabilities. Before activation, we agree permissions, recording and review policies, shared data and each system's responsibilities.
We support your team with testing, training and documentation covering the agreed configuration. The proposal defines the scope, required licences and add-ons, porting feasibility and any ongoing maintenance.
Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
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or write to us at info@theoptimalflow.com