Voice agents with a defined scope and a clear handoff.
Sundial's agents answer the phone, work outbound lists, reply on WhatsApp and staff website chat. They answer from your knowledge base, record the fields you configured, and transfer to a person or to another agent when required. Everything they collect is written to the same contact, deal and inbox your team uses.
One agent definition, four channels.
Inbound phone
Route a menu option, a whole line, or a queue's overflow to an agent.
Outbound campaigns
Assign an agent to a campaign with its own configuration. Agents check consent, TCPA hours, daily limits and follow-up timers before dialing.
A sales agent grounded in your knowledge base and live inventory, with qualification, promote-to-deal, a guided credit application, and the lender decision returned in the thread.
Website chat
The same agent as anonymous web chat. Visitors verify their phone number by SMS, and can move the conversation to WhatsApp.
Capability and behavior are configured separately.
Tools decide what an agent can do; the prompt decides what it offers. Attach only the tools a role needs, then shape the conversation on top.
Per-agent tool sets
Call control, scheduling, capture, knowledge and finance attach per agent. Industry packs add tools such as inventory search.
Configurable field capture
Reusable capture profiles list the fields to collect, shared across agents, inboxes and phone menus.
Scheduling on or off
Turn scheduling off for an agent and it takes a full intake and commits to a callback instead of booking.
Transfer with context
Agent-to-human and agent-to-agent transfer. The rep who picks up sees the transcript, the captured fields and a coaching note.
Captured details are reviewed by a person before they become CRM data.
Details recorded on a call create a searchable contact that is marked unconfirmed until someone accepts, merges or discards it. Each review card links to the recording it came from.
- Inbound email and voicemail propose details the same way for a rep's confirmation
- Duplicate contacts are listed with evidence, merged side by side
The model and voice are chosen per agent.
Sundial runs the full-duplex speech-to-speech models Gemini Live and GPT-Live inside the platform, alongside ElevenLabs, PersonaPlex and LiveKit pipelines.
- Per-agent provider and model choice; voice catalogs with preview playback
- No GPU to run and no external pipeline to maintain
- AI usage metered against your plan
- Full-duplex
- Gemini Live, GPT-Live
- and stt-llm-tts pipelines
- ElevenLabs, PersonaPlex, LiveKit
- Transport
- Bidirectional media streams; SIP domains and trunks
- Tools
- MCP tool packs per agent; organization-level MCP registry for your own tools
- Grounding
- Per-organization knowledge topics, hybrid retrieval
- Live coaching
- Real-time transcription, coaching panel, battlecards, post-call summary and evaluation
Assistance during and after calls.
Live call coaching
Real-time transcript with a coaching panel, manager notes and AI suggestions during the call.
Summaries and scoring
Every call and meeting receives a summary, an outcome and a score against your scorecard.
Meetings
Instant and scheduled meetings with agendas, templates, participants, speaker labels, live transcript and recording.
Inbox triage
Intent classification, one-line summaries and a suggested destination on every inbound thread. Opt-in and credit-metered.
Groups by description
Build a contact group from a plain-English description. Sundial shows its interpretation as editable filters and previews the matches before saving.
Insights
Themes across calls, meetings and messages, ranked by importance and delivered in a weekly digest. More →