Profile Image
Profile Image
Profile Image

Trusted by 1M+ users

Why Voice Agents Matter

Why Voice Agents Matter

Manual follow-up workflows leave deals cold. Missed calls. Stale leads. CRM records filled with questions instead of answers. Voice Agents eliminate the lag, engage prospects where they are, and drive pipeline before human reps even pick up.

Manual follow-up workflows leave deals cold. Missed calls. Stale leads. CRM records filled with questions instead of answers. Voice Agents eliminate the lag, engage prospects where they are, and drive pipeline before human reps even pick up.

Business dashboard showing revenue, deals, customer list, growth chart, and new activity.
Business dashboard showing revenue, deals, customer list, growth chart, and new activity.
  • Automated Data Syncing

  • Highest-Quality Leads

  • Real-Time Enrichment, Fully Automated

  • No credit card required.

  • 50 Free Enriched Leads

Trusted and loved by teams, and businesses of all sizes

Trusted and loved by teams, and businesses of all sizes

Use Cases

Voice Agents built for every industry.

From real estate to finance, healthcare, and beyond, Persana Voice Agents turn intent into action — automating follow-ups, renewals, and customer touchpoints while keeping every interaction human, compliant, and on brand.

Real Estate AI Agent

“Hi Jamie, you’re one step away from pre-qualifying for your mortgage. Reply YES to continue or pick a time to chat.”

Re-engage leads for refinance, purchase, or rental

Confirm showings and appointments automatically

Trigger callbacks for high-intent form submissions

Keep conversations alive even after hours

Faster follow-ups. More closed deals.

Real Estate AI Agent

“Hi Jamie, you’re one step away from pre-qualifying for your mortgage. Reply YES to continue or pick a time to chat.”

Re-engage leads for refinance, purchase, or rental

Confirm showings and appointments automatically

Trigger callbacks for high-intent form submissions

Keep conversations alive even after hours

Faster follow-ups. More closed deals.

Real Estate AI Agent

“Hi Jamie, you’re one step away from pre-qualifying for your mortgage. Reply YES to continue or pick a time to chat.”

Re-engage leads for refinance, purchase, or rental

Confirm showings and appointments automatically

Trigger callbacks for high-intent form submissions

Keep conversations alive even after hours

Faster follow-ups. More closed deals.

Finance AI Agent

“Hi Alex, we noticed your loan application is nearly complete. Would you like to finalize your pre-approval today?”

Loan pre-qualification and credit repair reminders

Renewal and payment notifications

Advisor callbacks and eligibility verification

Secure, compliant voice automation at scale

Because timing is everything in finance.

Finance AI Agent

“Hi Alex, we noticed your loan application is nearly complete. Would you like to finalize your pre-approval today?”

Loan pre-qualification and credit repair reminders

Renewal and payment notifications

Advisor callbacks and eligibility verification

Secure, compliant voice automation at scale

Because timing is everything in finance.

Finance AI Agent

“Hi Alex, we noticed your loan application is nearly complete. Would you like to finalize your pre-approval today?”

Loan pre-qualification and credit repair reminders

Renewal and payment notifications

Advisor callbacks and eligibility verification

Secure, compliant voice automation at scale

Because timing is everything in finance.

Loan Collection AI Agent

“Hi Morgan, this is a friendly reminder your repayment is due on the 15th. Would you like to make your payment now?”

Automated repayment reminders and confirmations

Escalation routing for overdue accounts

Multi-language voice support for wider reach

Reduced rates with proactive engagement

Gentle prompt nudges that improve repayment

Loan Collection AI Agent

“Hi Morgan, this is a friendly reminder your repayment is due on the 15th. Would you like to make your payment now?”

Automated repayment reminders and confirmations

Escalation routing for overdue accounts

Multi-language voice support for wider reach

Reduced rates with proactive engagement

Gentle prompt nudges that improve repayment

Loan Collection AI Agent

“Hi Morgan, this is a friendly reminder your repayment is due on the 15th. Would you like to make your payment now?”

Automated repayment reminders and confirmations

Escalation routing for overdue accounts

Multi-language voice support for wider reach

Reduced rates with proactive engagement

Gentle prompt nudges that improve repayment

Web Visitor AI Agent

“Hi Taylor, I saw you browsing our pricing page. Would you like to book a quick walkthrough with one of our specialists?”

Engage visitors before they leave

Qualify and route inbound leads in real time

Follow up on demo form abandonments

Personalize conversations with behavioral data

Turn anonymous website traffic into booked calls

Web Visitor AI Agent

“Hi Taylor, I saw you browsing our pricing page. Would you like to book a quick walkthrough with one of our specialists?”

Engage visitors before they leave

Qualify and route inbound leads in real time

Follow up on demo form abandonments

Personalize conversations with behavioral data

Turn anonymous website traffic into booked calls

Web Visitor AI Agent

“Hi Taylor, I saw you browsing our pricing page. Would you like to book a quick walkthrough with one of our specialists?”

Engage visitors before they leave

Qualify and route inbound leads in real time

Follow up on demo form abandonments

Personalize conversations with behavioral data

Turn anonymous website traffic into booked calls

Healthcare AI Agent

“Hi Dr. Lewis, this is your automated follow-up from MedLink. Would you like to confirm your equipment order delivery?”

Appointment scheduling and patient reminders

Supply and equipment order confirmations

Insurance eligibility checks and renewal alerts

Secure, HIPAA-aware engagement at scale

Precision outreach that cares — and complies.

Healthcare AI Agent

“Hi Dr. Lewis, this is your automated follow-up from MedLink. Would you like to confirm your equipment order delivery?”

Appointment scheduling and patient reminders

Supply and equipment order confirmations

Insurance eligibility checks and renewal alerts

Secure, HIPAA-aware engagement at scale

Precision outreach that cares — and complies.

Healthcare AI Agent

“Hi Dr. Lewis, this is your automated follow-up from MedLink. Would you like to confirm your equipment order delivery?”

Appointment scheduling and patient reminders

Supply and equipment order confirmations

Insurance eligibility checks and renewal alerts

Secure, HIPAA-aware engagement at scale

Precision outreach that cares — and complies.

Customer Success AI Agent

"Emergency notice: [Building/Address] is experiencing [Issue]. Please follow all posted instructions."

Renewal and expansion alerts tied to usage signals

Churn-prevention outreach for at-risk accounts

NPS feedback and satisfaction follow-ups

24/7 automated scheduling and support calls

Proactive engagement that builds loyalty

Customer Success AI Agent

"Emergency notice: [Building/Address] is experiencing [Issue]. Please follow all posted instructions."

Renewal and expansion alerts tied to usage signals

Churn-prevention outreach for at-risk accounts

NPS feedback and satisfaction follow-ups

24/7 automated scheduling and support calls

Proactive engagement that builds loyalty

Customer Success AI Agent

"Emergency notice: [Building/Address] is experiencing [Issue]. Please follow all posted instructions."

Renewal and expansion alerts tied to usage signals

Churn-prevention outreach for at-risk accounts

NPS feedback and satisfaction follow-ups

24/7 automated scheduling and support calls

Proactive engagement that builds loyalty

Smarter enrichment. No wasted lookups.

Smarter enrichment. No wasted lookups.

Give your team an unfair advantage with Persana - start your journey today

Define the Trigger

Select the signal that kicks off outreach: funding round, job posting, new region, or finance inquiry.

Choose live GTM signals: job changes, funding rounds, or missed calls

Choose live GTM signals: job changes, funding rounds, or missed calls

Connect triggers directly from CRM, website, or ad engagement

Connect triggers directly from CRM, website, or ad engagement

Segment audiences dynamically by intent and region

Segment audiences dynamically by intent and region

Ensure every outreach is initiated by a verified event, not guesswork

Ensure every outreach is initiated by a verified event, not guesswork

Script & Personalization

Use dynamic templates: voice, SMS or hybrid. Inject live data so your message fits the moment.

Write custom voice or SMS scripts tailored to your workflow

Write custom voice or SMS scripts tailored to your workflow

Inject live data like company name, product, or recent event

Inject live data like company name, product, or recent event

Set adaptive response paths (“Press 1 to confirm,” “Say yes to book”)

Set adaptive response paths (“Press 1 to confirm,” “Say yes to book”)

Maintain brand tone consistency across every message and channel

Maintain brand tone consistency across every message and channel

Deploy & Automate

Voice Agents execute the communication—calls and SMS sent within seconds. Auto-schedule human rep hand-off.

Trigger outbound calls or texts seconds after the signal fires

Trigger outbound calls or texts seconds after the signal fires

Route complex inquiries to human reps via smart handoff

Route complex inquiries to human reps via smart handoff

Schedule automated follow-ups or reminders without manual input

Schedule automated follow-ups or reminders without manual input

Operate compliantly with audit-ready logs and permission-based rules

Operate compliantly with audit-ready logs and permission-based rules

Sync & Report

Every interaction logs into your CRM with summary, outcome and next-step. Revenue leaders get transparent visibility, no mystery.

Log every call, SMS, and response in your CRM

Log every call, SMS, and response in your CRM

Generate summaries with timestamps, sentiment, and outcomes

Generate summaries with timestamps, sentiment, and outcomes

Visualize pipeline influence and conversion trends in dashboards

Visualize pipeline influence and conversion trends in dashboards

Give leadership transparent performance data — zero blind spots

Give leadership transparent performance data — zero blind spots

Enterprise-Ready: Built for Scale & Compliance

For teams that want full control and visibility, Persana gives you the knobs and switches to fine-tune your enrichment flow down to the field level.

Full CRM integrations

Full CRM integrations

Full CRM integrations

Salesforce, HubSpot, Microsoft Dynamics — keep one truth for pipeline.

Audit-ready logging

Audit-ready logging

Audit-ready logging

Complete voice & SMS transcripts, compliant with TCPA, GDPR & local regulations.

"Hi Sarah, this is Dr. Miller's office reminding you of your dental appointment tomorrow at 2:00 PM."

"Hi Sarah, this is Dr. Miller's office reminding you of your dental appointment tomorrow at 2:00 PM."

"Hi Sarah, this is Dr. Miller's office reminding you of your dental appointment tomorrow at 2:00 PM."

Secure data flows

Secure data flows

Secure data flows

 SOC 2 Type II, ISO-27001 ready, encrypted pipelines.

Analyzing encryption…

System check

Privacy check

Process check

Speed check

Manual work

Analyzing encryption…

System check

Privacy check

Process check

Speed check

Manual work

Analyzing encryption…

System check

Privacy check

Process check

Speed check

Manual work

Time-zone and DNC logic

Time-zone and DNC logic

Time-zone and DNC logic

Automatically detect local rules, scrubs lists, protect brand reputation.

  • Plug-and-play

  • NEW

    Business insights

  • Decisioning engine

  • Unified system

  • Compliance signals

  • Traceable data

  • Traceable data

  • Compliance signals

  • Unified system

  • Decisioning engine

  • NEW

    Business insights

  • Plug-and-play

  • NEW

    Business insights

  • Compliance signals

  • Decisioning engine

  • Unified system

  • Traceable data

  • Plug-and-play

  • Compliance signals

  • NEW

    Business insights

  • Unified system

  • Decisioning engine

  • Traceable data

  • Plug-and-play

  • Unified system

  • Decisioning engine

  • Compliance signals

  • Decisioning engine

  • Traceable data

  • Plug-and-play

Why Everyone Loves Persana