AI Agents

  1. Features
  2. AI Agents

Deploy specialized AI agents that automate service operations — reducing manual work by 70%+.

Round Infinity's AI Agents are intelligent virtual assistants that handle repetitive tasks across voice, chat, and email — 24/7. Each agent is purpose-built for specific business functions: prospecting leads, booking appointments, transcribing calls, processing invoices, validating KYC documents, searching knowledge bases, and more.

Agents integrate seamlessly with your CRM, ERP, and business systems to trigger workflows, update records, and provide contextual responses in real time. Enable or disable agents with a single toggle, configure custom rules, and let AI handle the routine work while your team focuses on high-value interactions.

Get Started
🎯 Prospecting AI Agent Automatically engages leads via email or WhatsApp, qualifies them, schedules meetings, and updates CRM ON 📅 Appointments Booking AI Agent Schedules meetings or service visits, sends calendar invites, and manages rescheduling automatically ON ☎️ Contact Center AI Agent Answers customer calls, transcribes conversations, performs sentiment analysis, resolves or escalates issues ON 💳 Payments Collection AI Agent Sends payment reminders, generates payment links, tracks status, and follows up on overdue invoices OFF 📝 Case-to-Article AI Agent Converts resolved support cases into knowledge base articles automatically with AI-generated summaries ON 🔍 Knowledge Search AI Agent Delivers instant answers by searching enterprise knowledge bases, documents, and FAQs using natural language ON 🤖 Agent Assist AI Agent Real-time suggestions for human agents during conversations — recommended responses, knowledge articles, next actions ON 📄 Contract Review AI Agent Analyzes contracts, extracts key terms, flags risks, and ensures compliance with company policies and regulations OFF 🔐 KYC AI Agent Automates KYC form validation, document uploads, and ID verification using OCR with compliance alerts ON 🧾 Expense Receipt AI Agent Assists employees with submitting expense claims, validating receipts with OCR, and updating finance systems ON Scroll for more agents ↓
💼 Invoice Payable AI Agent Reads invoice emails, extracts data, validates entries, initiates approval workflows, and posts to ERP ON 🎙️ Voice Call Transcription AI Agent Transcribes voice calls in real-time, generates summaries, extracts action items, and logs to CRM automatically OFF
Prospecting AI Agent
Engages inbound and outbound leads via email, WhatsApp, or SMS. Qualifies prospects using smart conversational forms, schedules sales meetings, and syncs all data to your CRM automatically.
Appointments Booking AI Agent
Books appointments and service visits through chat or voice, checks calendar availability, sends invites, and handles rescheduling or cancellations with automated reminders.
Contact Center AI Agent
Handles inbound customer calls, understands intent through voice recognition, provides answers from knowledge bases, and escalates complex issues to human agents with full context transfer.
Payments Collection AI Agent
Sends automated payment reminders via email, SMS, or WhatsApp, generates secure payment links, tracks payment status, and follows up on overdue invoices to reduce DSO.
Case-to-Article AI Agent
Automatically converts resolved support cases into searchable knowledge base articles. AI generates summaries, tags, and FAQs to build your knowledge library without manual effort.
Knowledge Search AI Agent
Searches your enterprise knowledge base, documents, policies, and FAQs using natural language queries — delivering instant, accurate answers to employees, customers, or partners.
Agent Assist AI Agent
Provides real-time suggestions to human agents during customer conversations — recommending responses, surfacing relevant knowledge articles, and suggesting next-best actions to speed up resolution.
Contract Review AI Agent
Analyzes contracts and legal documents using AI to extract key terms, flag risks, identify non-standard clauses, and ensure compliance with company policies and regulatory requirements.
KYC AI Agent
Automates KYC onboarding by validating customer forms, extracting data from uploaded IDs and documents using OCR, verifying authenticity, and flagging compliance issues for review.
Expense Receipt AI Agent
Helps employees submit expense claims by scanning receipts with OCR, extracting amounts and categories, validating against policy rules, and submitting to finance systems for approval.
Invoice Payable AI Agent
Reads invoice emails, extracts line items and totals, validates against purchase orders, routes to the right approvers, and posts approved invoices to your ERP system automatically.
Voice Call Transcription AI Agent
Transcribes voice calls in real time, generates summaries and action items, detects sentiment and keywords, and logs everything to CRM with searchable transcripts for compliance and training.