Manage

Let customers manage their account without waiting on hold.

HiloVoice verifies the caller, updates contact details, changes plans or preferences, and logs every change to the record — with no queue.

  • Account updated
  • Change confirmed
  • Needs review
  • Escalated
A woman at home smiling while on a phone call

Example call · Manage

Call outcome

Completed
Customer
Dana Whitfield
Mailing address
88 Larkspur Ln, Apt 4B
Plan
Family
  • Account record updated
  • Confirmation text sent
  • Call logged

The difference

What changes with HiloVoice.

Routine account changes happen on the first call, land in the system of record correctly, and your team only sees the ones that need a decision.

Today

  • Address and contact changes tie up agents for minutes at a time.
  • Simple plan changes wait in the same queue as complex problems.
  • Updates get keyed in wrong or not at all.
  • Customers call back because nothing confirmed the change.

With HiloVoice

  • Verifies the caller before touching the account
  • Captures the change and reads it back
  • Writes the update to your system of record
  • Confirms by text or email and logs the call

See it in action

The call is only useful if something happens afterward.

A short example of how the conversation goes. No digging through transcripts. See what happened, what changed, and what needs attention.

The conversation

AgentThanks for calling Northgate Fitness. How can I help with your account?
CustomerI moved, so I need to update my address and switch to the family plan.
AgentI can do both. First, can you confirm the phone number on the account?
Customer555-0148. The new address is 88 Larkspur Lane, apartment 4B.
AgentYou're verified. Address updated, and your plan switches to Family on the next billing date. I'll text a confirmation now.

What your team gets

Call outcome

Completed
Customer
Dana Whitfield
Mailing address
88 Larkspur Ln, Apt 4BUpdated
Plan
FamilyUpdated
Effective
Next billing date

Actions

  • Account record updated
  • Confirmation text sent
  • Call logged

How it works

From workflow to working agent in four steps.

  1. 01Step 1

    Choose the outcome

    Start with Intake, Verification, Confirmation, Survey, or another repeatable phone workflow.

    IntakeVerificationConfirmation
  2. 02Step 2

    Tell HiloVoice what matters

    Define the information to collect, verify, or act on. No prompt engineering required.

    • Name
    • Callback number
    • Reason for call
  3. 03Step 3

    Test the conversation

    Call your agent yourself. See the transcript, fields, actions, and outcome before going live.

    Test callPassed
  4. 04Step 4

    Put it to work

    Connect a number or launch outbound calls. HiloVoice handles the conversation and records the result.

    Agent liveInbound · Outbound

Flexible

Common variations.

  • 01Contact and address changes
  • 02Plan, tier, or subscription changes
  • 03Preference and notification updates
  • 04Account closures with retention hand-off

Integrations

HiloVoice fits into the work you already do.

Let your agents look up information, update records, create leads, trigger workflows, send messages, and hand conversations back to your team.

HiloVoice agent
  • CRM
  • Calendar
  • Zapier
  • Slack
  • Email
  • SMS
  • Webhook
  • REST API
  • Human transfer
A studio owner smiling while working on her laptop

Example test call

  • Followed every step
  • Escalated when unsure
  • Outcome recorded

Ready to go live

You stay in control

Automation you can stay in control of.

  • Test before going live

    Call your agent yourself and review exactly how it responds.

  • Escalate to people

    Route conversations to a human when the workflow requires judgment.

  • Truthful by design

    Configure agents to avoid guessing and escalate when information cannot be verified.

Security & trust →

FAQ

Frequently asked questions.

Let customers manage their account without waiting on hold.