A voice assistant answers before a person does. It does not know who is calling – so it asks for a name and customer number, even though the answer has long been in your CRM.
- The phone rings the assistant answers
- The assistant asks for the number
- Haus iT Caller ID standardises it
- Your CRM or ERP looks it up Your customer data stays here
- The conversation opens with the name
- Handover to Webex the tile shows the same person
What callers experience today
- A greeting fit for strangers – even for customers who have been calling for years.
- Questions nobody needs: name, customer number, company – everything your CRM already knows.
- A name that sounds wrong when the assistant reads it out exactly as it is written.
What it looks like with Haus iT Caller ID
As it answers, your assistant asks Haus iT Caller ID who is calling. The answer comes from your CRM – and the caller is greeted by name.
- The phone ringsthe assistant answers
- It checksHaus iT Caller ID looks the number up in your CRM
- It greets by namewith the name from your CRM
| Without | With Haus iT Caller ID | |
|---|---|---|
| What the assistant knows | just the number | name and company from your CRM |
| The greeting | fit for strangers | by name |
| How the name sounds | read out | spoken |
What you get out of it
- Names that sound right. Every name also comes in a form made for speaking – without the legal form, with "and" instead of "&".
- Care with shared numbers. If several contacts share a number – switchboard, practice, law firm – your assistant is told so. The name is then for the greeting, not proof of identity.
- No call content on our side. Your assistant sends a phone number, we reply with a name. What is said never reaches us.
- One key per assistant. The portal shows which assistant asks how often, and you can switch each one off separately.
Set up in ten minutes
- Requirement: your assistant can check with another service during the call.
- Create a key in the portal. You will also find everything your assistant needs there.
- Check with the function test: enter a phone number you know and see exactly the answer your assistant would get.
In short
Your assistant answers like a good reception desk: it knows who is calling and pronounces the name properly.
Frequently asked questions
What do I need for my voice assistant to know the caller?
Access to the Haus iT portal and an assistant that can check with another service during the call. You create the key yourself in the portal.
Does it work with my platform?
If your assistant can check with another service during the call: yes. If it can only pass something on after the call, the name arrives too late.
What does the connection cost?
Nothing extra – AI access is part of the portal.
Is call content processed?
No. We receive a phone number and reply with a name. What is said during the call never reaches us.
Can I connect several assistants?
Yes. Each one gets its own key. That way you see which one asks how often, and you can switch each one off separately.