Scenario · outbound calls

Confirm the cash-on-delivery order before the parcel ships

The AI voice agent calls every customer who ordered with payment on delivery, checks the address, products and amount, then writes the result into your ERP. The parcel only ships once the person has said "yes".

Updated 2 October 2026

LINE 02 OUTBOUND CALL ENDED
Casa Pernuței (magazin online) +40 3xx xxx 407
AGENT

Bună ziua! Sunt Ioana, asistentul virtual al magazinului Casa Pernuței. Vorbesc cu doamna Cristina Dobre?

CALLER

Da, eu sunt.

AGENT

Vă sun pentru comanda de azi, ca să o confirmăm înainte să plece coletul. Vă rețin doar puțin. Apelul este înregistrat.

CALLER

A, da, spuneți.

AGENT

Aveți două perne ortopedice și o husă de saltea, 160 pe 200. Totalul de plată la livrare este 412 lei, cu transportul inclus. E corect?

CALLER

Da, așa e.

AGENT

Adresa pe care o am este strada Florilor 21, Ploiești. Mai trebuie adăugat ceva, bloc, scară, apartament?

CALLER

Da, bloc C2, scara B, apartamentul 9. Am uitat să le scriu.

AGENT

Am notat: strada Florilor 21, bloc C2, scara B, apartamentul 9, Ploiești.

CALLER

Exact.

AGENT

Curierul vă sună înainte. Numărul de pe comandă, 07xx xxx 362, e cel bun?

CALLER

Da, pe ăsta.

AGENT

Perfect. Coletul pleacă azi și ajunge, de obicei, în una, două zile lucrătoare. Pregătiți, vă rog, 412 lei pentru curier.

CALLER

Se poate plăti cu cardul la curier?

AGENT

Da, curierul are terminal de card, puteți plăti cum preferați.

CALLER

Super. Mulțumesc că ați sunat.

AGENT

Eu vă mulțumesc! V-am trimis și un SMS cu detaliile. O zi frumoasă!

Call ended. Everything is in the record.

Comandă #20517AdresăLivrare

Comandă #20517
CONFIRMATĂ ✓ · notă în ERP ✓ · SMS ✓
Adresă
Corectată: bl. C2, sc. B, ap. 9
Livrare
Pleacă azi · 1-2 zile lucrătoare

Simulated call with a fictional business and data.

Why confirm

Why does the agent call when the customer has already ordered?

With cash on delivery, nobody has paid anything at the moment of the order. The parcel ships on trust, and if the address is incomplete or the person has changed their mind, the courier comes back for nothing. A two-minute phone call made before dispatch spares you many of those trips.

The problem is that nobody wants to phone every order between 10 and 6. That is where the agent comes in: it calls within the schedule you set, says clearly why it is calling and does not forget anyone.

Diagram · cash on delivery

From a new order to a parcel that ships, or not

The call happens before shipping, while you can still fix the address or stop the parcel. The decision lands in your ERP, not on a sticky note.

  1. Order
    • New order cash on delivery
  2. Call
    • The agent calls before shipping
  3. Confirms
    • Checks addressproductsamount
  4. Outcome
    • Confirmed
    • Corrected address completed
    • Cancelled customer cancels
    • No answer calls again later
  5. ERP
    • Outcome in ERP
  6. Parcel
    • Ships
    • Stops
    • Waits for the retry
the agentyour customerretrystop

The call flow

What happens in the few minutes of the call

Route · 6 steps
  1. It introduces itself and checks the person

    It says who it is, which shop it is calling for and asks whether it is speaking to the person who placed the order. It announces that the call is recorded.

  2. It confirms the products and the amount

    It briefly reads out what the person ordered and the total to pay on delivery, delivery included. It asks whether that is correct.

  3. It checks the address

    It repeats the address from the order and asks whether anything is missing: block, staircase, flat, entry phone. Corrections are noted on the spot.

  4. It checks the contact number

    It confirms the number the courier can call, so that delivery does not fail at the door.

  5. It says when the parcel ships

    It gives the delivery time you have configured and asks the person to have the amount ready. It answers simple questions, for example whether they can pay by card, only if the answer is in your information.

  6. It writes the result and sends the message

    The order gets the status "confirmed" in the ERP, with any address corrections. If you have switched it on, the customer receives an SMS or a WhatsApp message with the details.

Clear limits

What the agent confirms, and what it does not do

Yes06
  • That it is speaking to the right person
  • The products and quantities ordered
  • The total amount to pay on delivery
  • The full address, with any missing details
  • The number the courier calls
  • That the person really wants the parcel
What it does not do05
  • It does not change products or prices on the phone
  • It does not promise discounts or delivery times you have not configured
  • It does not push when the customer says "I no longer want it"
  • It does not call outside the calling windows
  • It does not call people who have asked not to be called again

It is not always a straight line

What happens when the answer is not "yes"

"I no longer want the order"

The agent does not try to talk the person round. It notes the refusal and the reason, if they give one, and the order gets the cancelled status in the ERP. Your colleagues decide what comes next.

"I am not home right now"

The agent asks when it suits them better and notes the time slot. If you have a delivery time, it mentions it. A person sees the note in the ERP.

Nobody answers

Only a call that nobody answers is not charged. The agent tries again at the times you set. If there is still no answer, the order stays marked as unconfirmed, for a person to handle.

It goes to voicemail

Voicemail is charged as a normal minute, so it is worth choosing the retry times well. The order stays in the cadence until the stop rule applies.

Corrects the address

Corrections given by the customer reach the order as a note, and the full address is repeated aloud so the person can confirm them.

"Do not call me again"

The request is respected. The number goes onto the restriction list and the agent no longer calls it.

Diagram · call cadence

No answer? It calls again at the set time, not at random

You choose the time windows, the gap between attempts and when it stops. The agent sticks to them, and once the person answers, the cadence ends.

  1. 10:00 Call 1 · no answer next attempt in 4 hours
  2. 14:00 Outside the window the call waits until 15:00
  3. 15:00 Call 2 · no answer unanswered calls are not charged
  4. 19:00 Call 3 · answered outcome written, cadence stops
  5. day 2 Duplicate blocked same person, same case: not called again

Example rules: windows 09-13 and 15-20, retry after 4 hours. You choose them.

no answer, retryanswered, stopheld or blocked

Cadence

Retries at set times, not at random

Most orders are confirmed on the first call. For the rest, you set the rules: in which time windows to call, at what times to retry and when the agent stops.

The platform avoids duplicate calls. If the same number appears in two orders, or an order is already being handled, the agent does not call twice about the same thing.

The rules are visible in the portal, under campaigns and contact lists. You can follow, order by order, what happened.

After the call

What the agent writes into your system

The order status

Confirmed, cancelled or unconfirmed, straight into the ERP through the API. The dispatch team sees what can ship.

Address corrections

The details the customer adds (block, staircase, flat) stay in the order, not in a notebook.

Recording and summary

In the portal you find the recorded call, the transcript and a summary, so you can check any conversation.

Quick answers

Frequently asked questions

What data does the agent receive about the order?

Only what you send it through the API or the contact list: name, number, address, products and amount. It has no access to the rest of your ERP.

Does the customer know they are talking to an AI agent?

Yes. The agent introduces itself as a virtual assistant and announces that the call is recorded. More about recording in the guide on recorded calls and GDPR (in Romanian), and in Security.

How much does a confirmation call cost?

Conversation minutes are charged at the rate shown in your estimate in the sign-up form (excl. VAT); the pricing page explains how it is worked out. Minutes are rounded up per call, and the only calls not charged are those nobody answers.

Can a message be sent after the call?

Yes, SMS, WhatsApp or email, if you switch them on. Each message sent is billed and shows in your estimate.

Does it work for customers in other countries?

Yes, in any of the 84 available languages (see Languages). Calls to EU numbers have their own rate, shown in your estimate. An additional language has a setup cost.

What if my ERP has no API?

We can start from contact lists uploaded to the portal, and you see the results in the portal's reports. Write to us and we will look at which integrations fit.

The line is free

Hear it, then decide.

Sign up, see the estimated cost in the form and test the agent on your own phone before it calls anyone.