Trilix AI

Supercharge Your Operations with the Most Advanced AI Agents

TRILIX

Trilix AI Caller ecosystem

Lead Capture

Train:

Train your AI Agent just like a team member by leveraging websites, PDFs, videos and call recordings.

Test:

Engage with agents to conduct mock calls and tests, ensuring they perform exactly as desired.

Go live:

Go live with a single click, and your agent is ready to assist your customers.

TRILIX

Lead Journey Map

Lead Capture

Visualize Lead Generation:

Leads are generated from various sources such as ads, emails, or website inquiries and are automatically entered into the CRM.

Immediate Response:

Within 2 minutes, the AI Agent makes the first call to the lead.

If the Lead Answers

Validation:

The AI Agent validates the lead's qualifications through a customized script.

Appointment Booking:

Booking: If qualified, the AI Agent books an appointment.

Confirmation:

A booking confirmation is sent via SMS, email and WhatsApp.

If the Lead Doesn't Answer

Tagging:

The lead is tagged as "Unresponsive".

Follow-Up Sequence:

The AI Agent continues engagement through:

• Additional AI-initiated calls.

• Automated emails and WhatsApp messages designed to re-engage the lead.

TRILIX

Appointment Workflow

For the Lead

Immediate Confirmation

The lead receives an SMS, email and WhatsApp confirmation with appointment details right after booking.

Automated Reminders

Reminder emails are sent closer to the meeting time to reduce no-shows.

Pre-Meeting Follow-Up

The AI Agent performs a follow-up call to: Confirm attendance or offer rescheduling if necessary.

For the Sales

Notification

The system automatically notifies the assigned sales representative of the booking.

Lead Tagging

The AI Agent tags the lead in the CRM pipeline based on their stage (e.g., "Qualified, Appointment Set").

Audio File

The AI Caller sends the MP3 recording of the validation call to management, providing full context about the lead's needs and expectations before the meeting.

Integrations

Enhance workflow and gain business insights with a range of third-party tools.

Phone Numbers

Get US, Canadian, of North American toll-free numbers.

Multi-lingual support

With over 7+languages, deploy AI Agents which can switch between language and perform tasks.

TRILIX

Follow-Up and
Post-Appointment Automation

Find the perfect plan to streamline your content creation workflow and unlock powerful tools designed to save time and boost productivity.

If the Lead Attends the Appointment:

Status Update: The system marks them as "In Progress" or "Closed" based on the meeting outcome.

If the Lead Does Not Show Up

• Automated Follow-Up: The AI Caller initiates a follow-up sequence with calls, emails, and WhatsApp messages to re-schedule the appointment.

• Pipeline Tagging: The lead is tagged appropriately in the pipeline for further attention.