Palmate's voice AI assistant answers incoming phone and WhatsApp calls, matches each caller to their customer record, and completes requests inside your connected systems. It can also place outbound calls for scheduled callbacks or voice campaigns. Every conversation is recorded, transcribed, and summarized, so your team can see the outcome without replaying the full call.
PalmateCould you call me tomorrow with an update on my request?
I’m scheduling a callback for tomorrow so we can share an update on your request.
Illustrative scenario · No real customer data
Palmate listens to customers on phone and WhatsApp, matches each caller to their record, and completes requests inside the systems you already use. Outbound calls follow the same rules, whether a workflow event triggers them or the assistant starts one because a customer's request needs a follow up.
Palmate answers incoming phone calls and links each conversation to the right customer record. The assistant places outbound calls for scheduled callbacks and voice campaigns within rules you set.
It works with Verimor, Twilio, Netgsm, 3CX, and other cloud phone systems already in use.
WhatsApp voice calls run on your existing WhatsApp number once calling is enabled. Palmate answers the incoming call and links the conversation to the right customer record.
We help enable calling on your WhatsApp number during setup.
Manage scheduled callbacks and voice campaigns in one platform. Start a call when a defined event occurs or when your assistant identifies a need in the customer’s request.
For example, let a workflow start the call when a scheduled callback is due. Automate recurring calls with schedules and triggers.
For example, when a customer request needs a phone follow-up, the assistant can assess the context and initiate a call. In this agentic approach, decisions stay within your defined conditions and permissions.
During a conversation, Palmate works through three steps that keep the request moving and the record accurate.
Matches the caller, looks up the order, and reads back its current status from the source system.
Captures the request during the call and creates it in your configured workflow, so the next step stays actionable.
Keeps the record and the conversation together, so your team sees what was discussed when they take over.
Each call carries a recording, transcript, and AI summary in the same conversation view. Your team can find incoming and outbound calls by date and status instead of searching call logs separately. Recording retention is configurable per project, with a default of 30 days, and authorized users can open the recording, transcript, and summary together.
The customer requested a callback the following day for an update. The callback was scheduled and linked to their customer record.
Customer Could you call me tomorrow with an update on my request?
Palmate I’m scheduling a callback for tomorrow so we can share an update on your request.
Listen back to the conversation and follow the details in its transcript.
Incoming phone calls that need a person can transfer to the right team or extension.
Authorized team members can listen to live phone calls to check quality.
You decide which information the assistant can read, which actions it can take, and when it's allowed to start a call.
Phone and WhatsApp cover different calling needs, and Palmate handles both from one assistant.
PHONEUse your current phone system and existing number. Handle incoming calls and place outbound calls and campaigns; no additional number is needed.
Answer incoming calls and automate scheduled callbacks and voice campaigns.
The assistant can assess a customer request and initiate a call within your defined rules.
Transfer incoming calls to a team or extension. Authorized team members can listen to phone conversations live.
Keypad input depends on setup. Transfers to a representative apply to incoming phone calls.
WHATSAPPAnswer incoming voice calls on your existing WhatsApp number. No additional number is needed.
Palmate answers the call, listens to the customer and handles their request.
Use your existing WhatsApp number with calling enabled.
Let your team follow voice conversations alongside the customer record and keep track of the outcome.
Outbound calling, live listening, representative transfers and keypad input are not supported on WhatsApp.
Customers explain what they need in conversation; the assistant gathers the relevant information.
Retrieves up-to-date information from connected sources and carries out the actions you authorize.
Your team follows the conversation through its recording, transcript and summary.
Setup follows three steps before you go live with a real number.
Pick a frequent incoming request or an outbound calling scenario, and define what a completed conversation looks like.
Prepare your existing phone or WhatsApp number, customer information, and the relevant workflow.
Check greetings, pronunciation, action results, and routing behavior inside your project before launch.
Yes, Palmate works with Verimor, Twilio, Netgsm, 3CX, and other cloud phone systems. You can deploy the assistant on your current number without switching providers.
No, you can use your existing WhatsApp number connected through Meta Cloud API. Meta has to enable calling for that number, and numbers connected through Gupshup aren't supported.
Incoming phone calls can transfer to an agent group or extension in your phone system. This doesn't apply to WhatsApp calls or to outbound phone calls.
Palmate lets customers describe their request in conversation instead of choosing from a keypad menu. Phone keypad input still works depending on setup, and routing gets aligned with your existing phone system during implementation.
Recording retention is configurable per project, with a default of 30 days. Authorized users can access the recording, transcript, and summary for each call.
Yes, Palmate supports individual calls, scheduled callbacks, and voice campaigns started through automation. In agentic workflows, the assistant checks the context and your business rules before starting a call, though business-initiated WhatsApp calling isn't supported.
Palmate keeps the recording, transcript, and AI summary together in the customer record. Your team can search past calls by date and status instead of replaying each one to find what happened.
To see this configured for your own numbers and workflows, book a demo with Palmate.