Agentic Automation and Orchestration

What Your Digital Worker
Can Do

One AI employee. Eight integrated capabilities. Autonomous execution.

Agentic automation that works on measurable outcomes—not just tasks.

All capabilities work together autonomously through the central orchestration engine, ensuring seamless coordination across your entire operation.

Eight Integrated Capabilities

Not eight separate tools—one integrated Digital Worker that coordinates across your entire operation

Attendant AI

Intelligent call handling with zero missed opportunities

24/7 inbound coverage—no voicemail, no missed calls
Evolving knowledge base for accurate responses
Smart consent management and call recording
Natural conversation flow with human-like interactions
Seamless handoff to humans when needed

Scheduling AI

Book meetings directly on rep calendars with automated confirmations

Real-time calendar availability checks
Automated SMS and email confirmations
Multi-rep calendar coordination
Eliminates scheduling friction
Voice-guided web/app tour scheduling

Qualification AI

Score, tag, and route prospects based on your qualification rubric

Structured intake capturing requirements, timeline, budget, decision process
Automated lead scoring and prioritization
Package/service fit tagging with revenue estimation
Competitive intelligence capture during conversations
Live-transfer high-intent leads directly to sales

Routing AI

Instant warm transfers for your most valuable contacts

VIP whitelist with intelligent call routing
On/off hours routing logic for executives and partners
Caller memory (last interacted, most interacted, best knowledge fit)
SMS notification if unable to connect
Ecosystem contact prioritization

Intake AI

Compliance-safe capture feeding directly into your CRM or ticketing system

Structured data collection for tickets, IT requests, support inquiries
CRM integration with bi-directional data sync
Ticketing system auto-creation and assignment
Complete audit trail for all interactions
HIPAA-ready scripts for regulated industries

Insights AI

Automated intelligence gathering from every conversation

Sales intelligence capture during qualification
Competitive mentions and alternative tracking
Market trend analysis from aggregate inquiry data
CRM integration for lead generation tracking
Automated research enrichment (<30s firmographics, news, tech stack)

Outreach AI

Execute surveys, updates, and campaigns at scale

Informational updates and availability notifications
Satisfaction surveys and feedback collection
Promotional campaigns for new service offerings
Partner/broker outreach at scale
Phase 2: Proactive sales calling (ColdForge)

Analytics AI

Full-funnel visibility with custom KPIs and automated reporting

Real-time call activity monitoring (volume, duration, sentiment)
Conversion funnel tracking: inquiry → tour → proposal → signing
Revenue attribution and pipeline forecasting
VIP call handling and routing performance metrics
Role-based dashboards (Executive, Sales Manager, Operations)

One Engine. Complete Orchestration.

All capabilities work together autonomously through the central orchestration engine

Not 8 separate tools—one integrated Digital Worker

The difference is coordination. While other platforms require you to manage multiple disconnected tools, CloudEvolve's AI Agent Orchestration Engine ensures all capabilities work together autonomously, making intelligent decisions and routing work across your entire operation.

Example Workflow

Incoming Call

Lead contacts your business

→

Automated Research

<30s firmographic enrichment

→

CRM Update

Lead/Account/Opportunity created

→

Insights Generated

Intelligence added to dashboard

Built for Enterprise

Security, compliance, and reliability your business can depend on

99.9% Uptime SLA

Enterprise-grade reliability with guaranteed availability

Geo-Redundant Infrastructure

Multi-region deployment for maximum resilience

SOC 2 Type II Framework

Security controls and compliance ready

HIPAA-Ready

Built for biotech, pharma, and healthcare compliance

Written Information Security Plan

Comprehensive security policies and procedures

Compliant Call Recording

Automated consent management and recording controls

Connects to Your Stack

Seamless integration with the tools you already use

HubSpot

CRM

Salesforce

CRM

Google Calendar

Calendar

Outlook

Calendar

Slack

Communication

Microsoft Teams

Communication

Gmail

Microsoft 365

Twilio

Telephony

Zapier

Automation

Make