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Voice AI Architecture Team

Multi-Provider Voice AI Setup (ElevenLabs & Retell AI)

Configure Retell AI and ElevenLabs Conversational Voice AI with native Hindi support, cost governance, and post-call CRM intelligence sync.

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# Multi-Provider Voice AI Setup (ElevenLabs & Retell AI) AI WCRM features a provider-agnostic **Multi-Provider Voice AI Architecture**. You can deploy human-grade AI voice agents using **ElevenLabs Conversational AI** or **Retell AI**, with native support for Indian languages (Hindi, Hinglish) and automatic post-call CRM intelligence extraction. --- ### Core Platform Capabilities <Callout type="tip"> **Provider Agnostic**: AI WCRM owns call orchestration, CRM intelligence extraction, and cost governance. Retell AI and ElevenLabs act as interchangeable voice adapters — switch anytime without losing CRM data! </Callout> - **Multi-Provider Support**: Choose between Retell AI (~620ms latency) and ElevenLabs (~310ms latency). - **Native Hindi Voice Agents**: Deploy ElevenLabs native Hindi voices (**Priya** & **Arjun**) for localized student and customer outreach. - **Shared Knowledge Base**: Voice AI agents automatically consume the exact same Knowledge Base, AI Rules, Personality, and Business Hours configured in your AI Assistant settings. - **Cost Governance**: Set monthly INR budgets, daily call caps, and per-user call limits to prevent runaway spending. - **10-Field Post-Call Intelligence**: Every completed call is analyzed by your BYOK LLM (Gemini, OpenAI, Groq) to extract structured CRM fields. --- ### Step 1: Configure Provider Credentials in AI WCRM 1. Navigate to **AI Assistant → AI Voice Calling** (or **Settings → AI Voice**). 2. Choose your active provider tab (**Retell AI** or **ElevenLabs**). 3. Input your provider API Key and Agent ID: - **Retell AI**: Obtain API Key and Agent ID from [retellai.com/dashboard](https://retellai.com/dashboard). - **ElevenLabs**: Get API Key and Conversational Agent ID from [elevenlabs.io/app](https://elevenlabs.io). For Hindi outreach, select **Priya** or **Arjun** voice models. 4. Click **Save Configuration** and run **Test Connection** to verify API health. --- ### Step 2: Set Up Cost Governance Guardrails Prevent billing surprises by configuring spending limits in **Settings → AI Voice → Cost & Limits**: - **Monthly Account Budget**: e.g., ₹5,000 / month. Calls are automatically paused if budget is reached. - **Daily Call Cap**: Maximum outbound/inbound calls per day. - **Per-User Limit**: Maximum daily calls an individual sales agent can trigger. --- ### Step 3: Post-Call Intelligence & Ecosystem Sync When a voice call completes, AI WCRM automatically extracts 10 structured fields and syncs across 9 CRM modules: ```ts // 10-Field Post-Call Structured Intelligence export interface VoiceCallAnalysis { summary: string; // 2-3 sentence executive summary customerIntent: string; // Main customer request/question sentiment: 'positive' | 'neutral' | 'negative'; buyingSignals: string[]; // e.g. ["asked about discount", "requested campus tour"] objections: string[]; // e.g. ["budget constraint"] nextFollowupAt?: Date; // ISO timestamp for follow-up actionItems: string[]; // e.g. ["Send prospectus on WhatsApp"] aiLeadScore: number; // 0–100 calculated score opportunityStage: 'cold' | 'warm' | 'hot' | 'closed'; aiRecommendation: string; // Next best action for sales team } ``` #### Automatic Module Sync Map: 1. **Contacts**: Updates Lead Score, Customer Intent, Sentiment, and Last Called timestamp. 2. **Deals Pipeline**: Advances deal stage (e.g. Warm → Hot) and flags priority deals. 3. **Tasks**: Auto-creates follow-up tasks with due dates and recommended actions. 4. **WhatsApp**: Automatically sends requested documents (brochures, fee charts) via WhatsApp. 5. **Decision Center**: Pushes high-priority AI recommendation cards for management review. --- <Callout type="info"> **Fallback Mechanism**: If the primary voice provider experiences downtime, AI WCRM automatically routes outbound calls to the configured backup provider. </Callout>

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