AI Agent Assist

Real-time AI that helps your agent win the call.

Suggested answers, knowledge-base snippets, and CRM auto-fill —” delivered silently on the agent's screen while the customer is still on the line.

Agent Workspace · Live on call · 2:14
Live transcript
Customer
Hi, I was charged twice this month for my plan.
Agent
I'm sorry about that. Let me pull up your account.
Customer
It's the second time this happens —” I want a refund.
AI suggestions
Next best action
Initiate refund flow. Customer is a 14-month account, low churn risk.
KB snippet
Duplicate charge policy → refund within 3 business days, automated email confirmation sent.
Wrap time
-42% avg
CRM auto-filled
Salesforce · live
Five chapters

A copilot that lives next to the call.

Built into the agent workspace — no second screen, no second login.

Chapter 01
01
Live sidebar

What the agent sees

A live sidebar shows the running call transcript, the customer's recent history, the next best answer from your knowledge base, and a one-click list of approved responses. No tab switching. No hold time.

Chapter 02
02
Nudges, not scripts

Next-best-action, not scripts

Teloz reads the conversation and suggests the response the agent should consider — refund flow, warm-transfer to billing, the right macro. It’s a nudge, not a script, and it draws on principles of practical AI assistance to keep agents in control rather than on autopilot.

Chapter 03
03
Notes that write themselves

CRM auto-fill that actually works

At the end of the call, the assistant writes a summary, tags the disposition, and drafts the CRM note. The agent reviews and hits save. Wrap time drops, and notes actually get written.

Chapter 04
04
Paragraphs, not articles

Knowledge base, meet live call

Connect Confluence, Notion, Zendesk Guide, or a custom URL library. The assistant retrieves the right paragraph — not the whole article — and surfaces it next to the transcript with a link.

Chapter 05
05
Time you didn't have

Where the time goes back

US support leaders tell us Agent Assist cuts average handle time noticeably and drops wrap time further. The lift shows up in fewer callbacks, because answers are more accurate the first time.

End of chapters
What agents see during the call

The right answer. Already on screen.

The console listens to the live call, picks the customer's intent, and surfaces the exact knowledge card, CRM field, or macro the agent needs — before they ask. This approach aligns with Gartner AI glossary principles for real-time AI assistance in customer service workflows.

Whisper suggestions
Live next-best-answer pinned to the active call.
Knowledge cards
Pulled from your help center, wiki, and SOPs.
Auto-fill CRM
Account, ticket, and disposition fields populated as the call unfolds.
Teloz Agent Console · Live
On call · 02:14
Live transcript

Caller:“My invoice doesn't match the pricing sheet I was sent last week.”

Agent:“Let me pull up your account…”

Whisper · Suggested reply

“I see the discrepancy on line 3 — let me apply the promo code from your last quote and resend the invoice.”

CRM · Auto-filled
Account
Customer account — Pro
Ticket
Billing dispute
Disposition
Resolved-on-call
After the call

The work that used to eat agent time. Done.

Wrap-up, CRM update, and coaching evidence — handled in the seconds after hangup.

Auto-summary

The wrap-up writes itself

Reason, resolution, sentiment, next-step — generated the moment the call disconnects. Editable in two clicks.

CRM sync

Salesforce, HubSpot, Zendesk updated

Disposition, ticket fields, follow-up tasks — all pushed to the system of record without the agent leaving the console. See how seamless CRM note sync works inside the Teloz integration.

Coaching loop

Supervisors see the moments that mattered

AI flags hesitation, missed pitches, and best-handle examples. Coaching plans build themselves from real calls.

Agent Assist that US teams trust on live calls.

From new-hire ramps to senior-rep workflows, the assist earns its seat.

HS
Head of Support
Austin, TX
Ramp time

Our new agents hit senior-rep resolution rates within their second week. The AI sidebar fills in the context they haven't built yet.

Verified Customer
OD
Operations Director
Memphis, TN
Wrap time

The auto-drafted CRM note is the single biggest time-saver our floor has had in years. Agents review, click save, take the next call.

Verified Customer
CM
Customer Success Manager
Salt Lake City, UT
Knowledge base

We connected Notion and Zendesk Guide on day one. The right paragraph shows up in three seconds. Our knowledge base finally gets used.

Verified Customer
QM
QA Manager
Birmingham, AL
Quality

Agents see the suggested macro before they reach for the wrong one. First-contact resolution went up nine points and we didn't change scripts.

Verified Customer
Thousands of US teams
4.8/5on G2
4.9/5on Capterra
Agent Assist FAQs

The short answers.

Everything teams ask before rolling out Agent Assist.

Yes, encrypted, with retention rules you set per queue or call type.

Win the call. Save the wrap.

Live transcript, next-best-action, and CRM auto-fill — built into your agent workspace.

Live in daysAuto CRM writebackAgent-controlledTranscript stored