Voice AI SaaS
SmarterHello: 1,600 concurrent Voice AI calls
Challenge
SmarterHello needed a production-ready cross-channel AI agent — phone, SMS, email, and webchat — capable of high concurrent inbound volume with live CRM context. This was a client product engagement: build the platform, not install a third-party bot shelf.
Solution
Foundation5 provided technology strategy, Voice AI architecture, Twilio/SignalWire telephony integration, and Salesforce Agentforce connectivity — including escalation design, knowledge ownership, and permission models so the product could scale safely.
Outcomes
- Up to 1,600 simultaneous customer calls supported
- 20+ languages on a unified knowledge base
- CRM-connected agents with human escalation paths
- Production architecture the product team could extend
Engagement context
SmarterHello is a Voice AI SaaS platform — and a Foundation5 client product engagement. The brief was not to install a third-party bot shelf. It was to build production-ready cross-channel agents (phone, SMS, email, webchat) capable of high concurrent inbound volume with live CRM context.
The headline capacity — up to 1,600 simultaneous customer calls, 20+ languages on a unified knowledge base — only matters because escalation, permissions, and Salesforce connectivity were designed as product requirements.
Architecture that protects trust
Foundation5 provided technology strategy, Voice AI architecture, Twilio/SignalWire telephony integration, and Salesforce Agentforce connectivity. Knowledge ownership, transcript retention, and human handoffs with full context were specified before scale tests — the opposite of demo-first launches that reverse when CSAT drops.
This engagement informs how we advise other organizations: start with coverage and response-time outcomes, connect agents to CRM safely, and measure containment with CSAT. See Voice AI consulting and customers want answers, not support.
- Up to 1,600 simultaneous customer calls supported
- 20+ languages on a unified knowledge base
- CRM-connected agents with human escalation paths
- Production architecture the product team could extend
Lessons for Voice AI buyers
Concurrent call claims without permission models and escalation design are marketing. Ask vendors — and your own teams — who owns knowledge updates, what CRM fields AI may write, and how humans receive transcripts. Schedule a consultation to apply the same checklist to your contact paths.
More case studies
CRM & billing ready for acquisition growth
Cornerstone OnDemand
Reimplemented Salesforce and billing so the platform could absorb global expansion and acquisitions without breaking lead-to-cash.
Read More →
Post-acquisition stack live on schedule
Smarsh
Due diligence and post-close integration of Salesforce, MuleSoft, and NetSuite after acquiring a Micro Focus business unit.
Read More →
5x scale with same headcount
Subsplash
Scaled billing and processing fivefold during pandemic demand with Salesforce billing and Stripe — without proportional headcount.
Read More →
Related articles
Deeper notes on the practices used in this engagement.
Voice AI · 7 min read
Customers Don't Want Support. They Want Answers.
Buyers expect instant, accurate answers with CRM context — not ticket queues. How Voice AI earns that outcome without trapping customers.
Voice AI · 5 min read
AI vs. Humans in Customer Service
Design the AI-to-human handoff on purpose — when to escalate, what context travels, and which metrics prove partnership beats replacement.
Voice AI · 5 min read
Voice AI with Live CRM: A 12-Month Roadmap
A practical 12-month plan for Voice AI tied to live CRM: data foundation, limited intents, Agentforce actions, then proactive outreach.
Discuss a similar project
Call to speak with a consultant today, or book a time online to review your technology challenges and outline a path forward.
