Citrus AI Agent
FAQ

What is the Citrus AI Voice Agent?

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Citrus AI Agent is an AI powered assistant that can answer calls and messages, speak to your customers in natural language, and complete tasks like bookings, reminders, follow-ups and basic support.

It works over Voice, SMS and chat, connects to your existing systems, and runs in the background, so your team has more time for higher value work.

Who is it for?

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The platform is designed for organizations that handle a lot of repeated customer conversations, for example:

  • Healthcare providers
  • Retail and eCommerce brands
  • Automotive dealerships and service centers
  • Real estate and property managers
  • Service businesses and contact centers

If your phones are busy, your inbox is full, and your team is stretched, Citrus AI Agent is built for you.

What problems does it solve?

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Most organizations see the same issues:

  • Phones ringing at the same time and customers giving up before someone answers
  • Staff spending too much time on simple, repeated questions
  • No easy way to provide 24/7 coverage
  • Lost bookings, missed leads and poor follow up
  • Rising staffing costs and difficulty hiring or retaining people

Citrus AI Agent helps by:

  • Answering calls and messages immediately, even during peak times
  • Handling common requests without involving staff every time
  • Capturing and qualifying leads so your team focuses on the right ones
  • Providing consistent, polite service for every customer
  • Staying available after hours when you choose to switch it on

What kinds of things can it handle?

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Typical use cases include:

  • Booking, rescheduling and cancelling appointments or visits
  • Answering frequently asked questions
  • Capturing and qualifying sales leads
  • Sending confirmations, reminders and follow up messages
  • Checking simple status information, such as order status or booking details
  • Directing customers to the right person or team when a human is needed

These workflows are configured to match your business and industry.

How does it work in simple terms?

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  1. A customer calls your number or sends a message.
  2. The AI listens or reads what they say and understands what they want.
  3. It checks or updates information in your systems, such as calendar, CRM, or booking tool.
  4. It completes the task, confirms it with the customer, and logs the interaction.

Do I need to replace my existing systems?

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No. The goal is to work with what you already use, not force a full replacement.

Citrus AI Agent can connect to:

  • Email and calendars
  • CRM systems
  • Booking and scheduling tools
  • Practice management or EHR systems for clinics
  • Retail POS or order systems
  • Property and dealership management platforms

Your team keeps using the tools they know. The AI uses secure connections to read and update the information it needs.

How does integration work, in practical terms?

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From your side it feels like this:

  • Customers still call your existing phone number or use your normal contact channels
  • Bookings still appear in your calendar or booking system
  • Leads still show up in your CRM or inbox
  • Staff still work in the same tools they are used to

Behind the scenes:

  • We connect to your systems through secure APIs where they are available
  • For healthcare, we can use standards such as FHIR to connect to EHR or practice systems
  • For other industries, we integrate with CRMs, POS, property or dealership platforms, and where needed we can start with simple email and calendar-based flows

Is it secure and compliant?

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Yes. Security and privacy are core parts of the design.

Key points:

  • All data is encrypted in transit and at rest
  • Access is controlled with strict identity and access policies
  • Call recordings and transcripts can be stored and retained according to your policies
  • Data can be kept within specific regions to align with local regulations

For regulated environments such as healthcare, we follow best practices and can align to frameworks such as the Australian Privacy Act. Specific requirements are covered with you during onboarding.

How long does it take to go live?

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For a standard implementation with clear workflows and existing systems, most customers can expect an initial go live within 14-21 days.

More complex projects, for example with multiple integrations or strict regulatory requirements, may take longer and are scoped with you in advance.

Does it replace my team?

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No. The goal is to remove repetitive tasks, not remove people.

The Citrus AI Voice Agent:

  • Handles simple, repeated conversations
  • Reduces time spent on low value calls
  • Lets your team focus on complex, sensitive or high value interactions
  • Provides support after hours and during busy periods

In many organizations, this improves both customer experience and staff satisfaction.

What makes this different from a basic IVR or chatbot?

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  • Customers speak in their own words instead of choosing numbers from a menu
  • The AI can handle multi-step conversations, not just single questions
  • It connects to your systems and completes tasks, not only answers questions
  • It supports voice, SMS and chat, not just one channel
  • It can be tuned to your brand tone and industry workflows

It feels less like a machine and more like a capable digital assistant that understands what your customers are trying to do.

How is pricing structured?

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Pricing is flexible and designed to match different business sizes and usage levels.

In general:

  • You pay based on usage and the level of functionality you need
  • There are options suitable for smaller teams, growing organizations and larger enterprises
  • Integration and onboarding work is scoped so you only pay for what you need

Detailed pricing is provided after a short consultation where we understand your call volumes, workflows, and integration needs.

Which industries do you support, and what is on the roadmap?

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Today, the platform works well for:

  • Healthcare providers
  • Retail and eCommerce
  • Automotive sales and service
  • Real estate and property management
  • Service based businesses and contact centers

We are actively adding more industry templates and advanced features such as deeper analytics, sentiment signals, and expanded language support. If your industry is not listed here, we can still explore whether the current platform fits your needs.

What is the process of getting started?

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Typical steps:

  1. A short discovery call to understand your business and current challenges
  2. Agree on one or two high impact workflows to automate first
  3. Quick technical check of your systems and integration options
  4. Proposal with scope, timelines and commercial outline
  5. Pilot or initial rollout
  6. Review results, refine and scale

You do not need a large internal technical team to get started. We guide you through each step.

Can the AI recognize existing customers or patients?

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Yes. When allowed by your systems, the AI can verify customer details and access information like:

  • upcoming appointments
  • previous interactions
  • membership or customer status
  • basic account information

For healthcare, this could include checking patient identifiers, verify upcoming visits, or confirm basic details before completing a booking or message.

This depends on your integration preferences and privacy rules.

What if the AI does not understand something?

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If the AI is unsure, it will:

  1. Ask a clarifying question
  2. Rephrase the request
  3. Transfer to a human staff member if needed

It is designed to avoid making incorrect assumptions.

Can we customize how the AI speaks and behaves?

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Yes. You can customize:

  • Voice style
  • Tone
  • Vocabulary
  • Greeting and sign-off
  • Brand-specific phrases
  • Industry-specific prompts

Healthcare providers can use more formal, compassionate wording.

Retail and eCommerce may prefer a more energetic tone.

Automotive may want a professional but friendly voice.

Can the AI send reminders, confirmations and follow-up messages automatically?

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Absolutely. The platform can handle:

  • SMS reminders
  • Email confirmations
  • Follow-ups after bookings or cancellations
  • After-hour notifications
  • “We missed your call” messages

These workflows are fully configurable and can be triggered instantly based on customer actions.

How does this help small clinics, dealerships, or shops with limited staff?

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Smaller businesses often struggle the most with missed calls and limited availability.

For them, Citrus AI Agent acts like:

  • A receptionist who never gets tired
  • A support agent who responds instantly
  • A booking manager who works 24/7
  • A lead capture assistant who never misses an opportunity

This can significantly reduce the workload while improving customer satisfaction.

Can the AI handle after-hours or weekend calls?

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Yes. You can choose:

  • Daytime assistance
  • After-hours only
  • 24/7 full coverage

Many businesses start with after-hours automation and expand to full coverage once they see the benefits.

Does it support multiple languages?

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Yes. Multilingual support is part of the roadmap and can be enabled depending on your region and requirements.

Current options include English-speaking workflows, with expansion into other languages such as Mandarin, Hindi and Arabic through OpenAI language models.

Does this work for teams with complex processes, like referrals, follow-ups or multi-step tasks?

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Yes. The platform can support multi-step workflows. For example:

Healthcare:

“Book appointment → collect referral details → confirm SMS → notify clinic staff.”

Automotive:

“Capture lead → check availability → schedule test drive → update CRM.”

Real Estate:

“Inquiry → check inspection time → confirm booking → send address + instructions.”

These workflows can be designed to match your exact operational process.

How is performance measured?

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You will have access to insights such as:

  • Number of calls or messages handled
  • Booking or lead conversion rates
  • After-hour engagement
  • Common topics and questions
  • Customer satisfaction signals (via sentiment cues)

What happens if our call volume suddenly spikes?

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Nothing breaks.

The system automatically scales to support more calls or messages without any manual intervention.

What if our systems don’t have APIs or are not very modern?

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Not a problem.

We can support:

  • Email-based workflows
  • Calendar-based scheduling
  • CSV or batch updates
  • Webform-based automations

If integration is not possible today, you can still use many features while you upgrade systems later.

Can the AI route call to specific team members?

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Yes. It can intelligently route based on:

  • Customer request
  • Urgency
  • Business rules
  • Department
  • Availability

It ensures that important or complex calls reach the right person.

Can we trial this before committing?

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Yes. Many organizations start with a limited pilot focusing on one high-impact workflow such as bookings, lead capture, or after-hours handling.

This lets you see real results before rolling out wider.

How long does it take to deploy the Citrus AI Voice Agent?

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Most customers can go live within 7 to 14 days, depending on the complexity of workflows and the systems you use.

A typical timeline looks like:

  • Day 1–2: Discovery call + workflow mapping
  • Day 3–7: Voice scripts, prompts, and configuration
  • Day 7–12: System connections (calendar, CRM, booking software, etc.)
  • Day 12–14: Testing with real customer scenarios
  • Day 14–21: Go live, monitoring, fine-tuning

For larger enterprises or multi-location organizations, we follow a phased rollout to ensure smooth operations.

What does the setup process look like?

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The setup is simple and guided. You don’t need a technical team.

We typically:

  1. Learn your workflows and customer scenarios
  2. Configure your voice prompts and conversation paths
  3. Connect to your systems (calendar, CRM, booking tools, EHR, POS, property platforms, etc.)
  4. Test the AI with internal staff
  5. Switch it live once you approve the results

If your systems support APIs, integration is even faster. If not, we can still work through email and calendar-based workflows.

What if I need the AI to handle both incoming and outgoing workflows?

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No problem. Many organizations use a hybrid model:

  • Incoming calls → booking, lead capture, FAQs
  • Outgoing calls → reminders, follow-ups, confirmations

The system is designed to manage both directions of communication seamlessly.

What if customers want to speak to a real person?

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They can. At any point the AI can:

  • Transfer the call
  • Send the customer to a staff line
  • Create a callback ticket
  • Route based on urgency or topic

This keeps your customer experience human when it needs to be.

Can we control which calls the AI answers and which calls humans answer?

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Yes. You can choose:

  • AI as first point of contact
  • AI for after-hours only
  • AI for specific workflows (bookings, lead capture, etc.)
  • Manual routing rules
  • Full 24/7 automation

This flexibility helps businesses adopt the system at their own comfort level.

Does the AI work with my existing phone number?

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Yes. You do not need to change your business number.

Calls will still come into the same number customers know. Behind the scenes, conversations route through the AI before transferring to staff or completing tasks.

Can the system handle high call volumes or sudden spikes?

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Yes. It scales automatically because it runs on Amazon Web Services.

Whether you receive 20 calls a day or 2,000 calls during a peak period, the AI maintains consistent performance without delays.

How do we monitor the AI’s performance?

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You’ll receive insights such as:

  • Number of calls handled
  • Peak hours
  • Booking or lead conversion rates
  • Messages sent
  • Topics customers ask about most
  • After-hours activity

For technical teams: deeper monitoring can be enabled through CloudWatch, QuickSight dashboards, and API logs.

Discover the Citrus AI Difference!

Schedule Your Personalized Demo Today

Pricing Model for Citrus AI Voice Agent

Citrus's AI Voice Agent offers flexible pricing to suit businesses of all sizes.
Pricing below based on Australian Dollars (AUD)

One-Time Implementation Cost

With Citrus’s Twilio SIP Trunk and AWS server
Includes:
Setting up the AI agent and the platform
Training the AI model with the Customer’s product
information and configuring the agent to follow the
customer’s calling script.
Google and Microsoft Outlook Email & Calendar integration:
Fetch availability
Slot duration customization
Booking a slot
Business hours customization
HubSpot, Pipedrive, Zoho, Insightly or Sugar CRM integration:
Communicate with the CRM to create leads/deals
Update existing leads/deals entries
Optional Services
Includes:
Salesforce or Microsoft Dynamics Integration
Integration with customer existing platforms providing API Support
Bring Your Own PSTN (BYO) Integrating with customer’s SIP Gateway

Pricing Model for Citrus AI Voice Agent

Citrus's AI Voice Agent offers flexible pricing to suit businesses of all sizes.
Pricing below based on Australian Dollars (AUD)

Basic Plan
The Basic Plan is ideal for small businesses with low call volumes, offering a cost-effective way to automate call handling while maintaining predictable budgeting.

(Min 3-month commitment)
1,000 minutes included
Additional Minutes: $0.40/minute
(Per second billing)
Key Features
Automated call transfer to staff
Calendar Integration for booking appointments  (Gmail, Outlook)
Customer inquiry handling (basic FAQs)
Detailed Reporting & Analytics Dashboard
5 concurrent lines
Standard Plan
Designed for businesses with
moderate call volumes, the
Standard Plan offers enhanced
capabilities to streamline
operations and improve
customer experience.

(Min 3-month commitment)
4,000 minutes included
Additional Minutes: $0.33/minute
(Per second billing)
Key Features
All Basic Plan features
10 concurrent lines
Premium Plan
For businesses with steady call
volumes, the Premium Plan
provides a comprehensive
solution with advanced
integrations and multi-location
support.

(Min 3-month commitment)
10,000 minutes included
Additional Minutes: $0.26/minute
(Per second billing)
Key Features
All Standard Plan features
Post call email
20 concurrent lines
AI fine tunning adjustments up
to 10 hours
Enterprise Plan
Designed for enterprises with high call volumes, the Enterprise Plan offers customized features,
dedicated support, and seamless scalability. It ensures top-tier performance, enterprise system integrations, and personalized service for unique operational
needs.
Pricing: TBD
Additional Minutes: TBD
(Per second billing)
Key Features
All Premium Plan features
Custom solution with
integrations, workflows, and
high call volume support
Up to 100 concurrent lines
Dedicated support