Agentic AI by Wildix: Meet Wilma
Your wildcard in every conversation
Wilma is the AI Sales Companion that enhances communication, automates admin and turns every conversation into a revenue opportunity.
Missed Calls Equal
Missed Opportunities
Capture every call, every time
Every time you miss a call, you run the risk of losing a customer. And unanswered calls happen more than you think.
Whether it’s after hours, on weekends or when your team is simply stretched thin, calls that go to voicemail lead to frustrated customers, lost leads and potential sales that quietly slip away.
But the damage doesn’t stop there. When no one is available to take the call, there’s no record of who reached out or why. And even when someone does answer a call, a busy team may forget to update the CRM, resulting in incomplete or missing information. The result? Disconnected teams and lost momentum.
That's where Wilma AI comes in.
Wilma AI:
Working Wildly Well for your Team
Meet your new colleague
Smart, pre-trained and available 24/7, Wilma is your agentic AI wildcard, ready to be played when you need her most.
Wilma AI is here to help you feel supported and more in control of your business. She’s not here to replace you or your team; she’s just to make sure nothing slips through the cracks.
Using her agentic AI capabilities, Wilma can:
Qualify and triage inbound leads using AI to assess intent, urgency and fit
Schedule meetings efficiently, integrating with calendars and CRMs
Follow up on missed calls and messages, automating outreach and reminders
Route queries to the right person (context-aware escalation)
Syncs with Salesforce, HubSpot, etc., to capture CRM notes automatically
Offers real-time info and prompts, providing data during live calls
Provide employee and onboarding support
Download Wilma's professional summary
Seamless Execution at Every Touchpoint
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of after-hours inquiries answered
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of inbound calls logged
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of tasks acknowledged
Wilma's Workflows
What can Wilma AI manage for you?
A lead reaches out through your website, Wilma AI can:
- Qualify the prospect using your custom logic
- Book a sales call directly into your rep's calendar
- Create an opportunity in your CRM with all the notes
- Trigger a personalized follow-up email with tailored content
- Send a chat to your team: "Hot lead ready to engage."
A customer calls with a billing question after hours. Wilma AI can:
- Greet the caller with a personalized message
- Access their billing record via your integrated ERP
- Answer their question using up-to-date policy info
- Log the entire interaction to your helpdesk system
- Mark the ticket as "resolved by AI — no escalation needed."
A new sales hire asks: "How do I apply a discount above 10%?" Wilma AI can:
- Pull the most recent pricing policy from your knowledge base
- Explain the rules and approval steps clearly in chat
- Link to the exact form they need to fill out
- Add a soft nudge: "Need help submitting? I'm here."
Agentic AI: Use Cases
Retail
- Voice assistance for frontline workers, allowing them to get information on products and procedures
- Assisting in-store customers
Healthcare
- 24/7 patient communication, appointment scheduling, reminders, confirmations and routing operations
- Escalation of urgent issues to a human agent
Public sector
- 24/7 customer service, appointment scheduling, reminders, confirmations and routing operations
- Routing to an expert voice agent connected to the database for documentation or procedure inquiries
Hospitality
- 24/7 guest communication, reservation management and bookings
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Assisting staff with procedures and information
What Our Customers are Saying
Transinsa leverages Wildix AI to automatically summarise calls and generate effective action plans, using insights from each conversation to inform next steps.
“With Wildix, in just one month, we reduced our missed call rate from 18% to 7%. The improvement has been meteoric. Until now, with our previous phone system, AI didn't exist. x‑bees has given us a tool that provides a highly accurate summary of the call itself, the objectives discussed during that call and a follow-up action plan. This has completely changed our paradigm of what it means to handle the type of calls we usually receive here.”
“With Wildix, in just one month, we reduced our missed call rate from 18% to 7%. The improvement has been meteoric. Until now, with our previous phone system, AI didn't exist. x‑bees has given us a tool that provides a highly accurate summary of the call itself, the objectives discussed during that call and a follow-up action plan. This has completely changed our paradigm of what it means to handle the type of calls we usually receive here.”
Fernando Benavides
Head of Operations and Head of Coordination Center, Transinsa
Valencian Football Federation uses Wildix AI to absorb seasonal surges in fan inquiries, including ticketing, schedules and match-day updates.
“Our two main benefits from using the Wildix system are time efficiencies and the ease of communication with clients and staff. I believe that we save about 60 minutes a day, roughly, using the new system compared to our old system and lost communication time.”
“Our two main benefits from using the Wildix system are time efficiencies and the ease of communication with clients and staff. I believe that we save about 60 minutes a day, roughly, using the new system compared to our old system and lost communication time.”
Jaime Mestre
IT Manager, Valencia Football Federation
Trusted Technology
GDPR-compliant AI
Our AI is fully compliant with GDPR, ensuring your data privacy and protection.
Never trained on your data
Wilma AI never uses your data for training; it stays secure and private.
Ethical AI
Built with responsibility in mind, our AI follows strict ethical standards throughout every interaction.
Wilma AI FAQs
What is agentic AI, and how is it different from regular AI?
Agentic AI refers to automatic AI systems that can independently execute and adapt actions to achieve specific goals without constant human oversight. Unlike traditional AI that responds to prompts, agentic AI agents can take actions and learn from outcomes in real-time. For businesses, this means agentic AI can handle complex sales processes and manage customer relationships, while regular AI tools require human direction for each task.
What's the difference between agentic AI and chatbots?
Agentic AI goes far beyond traditional chatbots by being proactive rather than reactive. While chatbots wait for user input and follow scripts, agentic AI systems can initiate conversations, make strategic decisions and adapt from interactions. Chatbots handle simple Q&A, while agentic AI manages complex multi-step sales processes and integrates with CRM systems to take meaningful business actions.
Is agentic AI secure for handling sensitive business data?
Yes, enterprise-grade agentic AI platforms implement robust security measures, including end-to-end encryption, secure API connections and compliance with industry standards like GDPR and SOC 2. Modern agentic AI systems feature data isolation, audit trails and role-based access controls to protect sensitive business information. Organizations should choose agentic AI platforms that offer enterprise-level security certifications and custom security configurations for their specific compliance requirements.
What happens if the AI agent makes a mistake?
Agentic AI systems incorporate multiple safeguards, such as confidence scoring and automatic escalation protocols, to minimize errors and transfer uncertain situations to human representatives. When mistakes occur, modern agentic AI platforms provide immediate escalation to human agents, audit trails for review and learning mechanisms to prevent similar errors. The key is choosing an agentic AI platform with transparent operation logs and human oversight capabilities for critical business interactions.
How much control do I have over what the AI agent does?
You maintain complete control over your agentic AI agent through customizable parameters, rules and approval workflows for sensitive actions. Most enterprise agentic AI platforms allow you to set specific boundaries, define approval requirements and configure escalation protocols. You can typically adjust the AI agent’s autonomy level from fully supervised to highly autonomous based on your comfort level and business requirements.
What CRM systems does Wilma integrate with?
Wilma integrates with leading CRM systems, including Salesforce, HubSpot, Pipedrive and Microsoft Dynamics to ensure seamless data flow and process automation. The platform supports both native integrations and custom API connections for specialized CRM systems. This ensures your agentic AI teammate can access customer data, update records and maintain synchronization across all your existing sales tools.
What ROI can I expect from agentic AI in sales?
Companies implementing agentic AI in sales typically see ROI within 3-6 months, with benefits including increased lead conversion rates, reduced response times and improved sales team productivity. A survey conducted by Gartner in early 2024 found that those who partner with AI tools are 3.7 times more likely to meet their sales quota than those who do not. However, the exact ROI depends on your current sales process efficiency and the scope of agentic AI implementation.
How does agentic AI improve sales team productivity?
Agentic AI improves sales team productivity by automating routine tasks like lead qualification, follow-up scheduling and data entry, allowing sales representatives to focus on closing deals. The AI agent can handle initial customer inquiries, nurture leads through email sequences and update CRM records in real-time. This automation typically reduces manual work by 50-70% while ensuring consistent and timely customer engagement.
Is agentic AI suitable for small businesses or just enterprises?
Agentic AI is suitable for both small businesses and enterprises, with many platforms offering scalable solutions that match business size and budget. Small businesses benefit from automated lead qualification and customer engagement without hiring additional staff, while enterprises can deploy agentic AI across multiple departments and complex sales processes. The key is choosing an agentic AI platform that offers flexible pricing and can grow with your business.
How is Wilma different from Salesforce Agentforce?
Wilma is specifically designed as an agentic AI sales companion focused on communication enhancement, lead qualification and CRM automation with 24/7 availability.
Unlike Salesforce Agentforce, which operates within Salesforce by supporting teams working inside the platform, Wilma works outside Salesforce. Wilma AI captures data from external sources, like phone calls, meetings and SMS happening on the Wildix platform, then logs this information into Salesforce or updates Salesforce fields accordingly without ever having to switch tabs. Wilma can also bring context from Salesforce back into Wildix, creating a seamless two-way integration.
Wilma AI comes pre-trained and ready to deploy with GDPR-compliant AI that never uses your data for training, offering a privacy-focused alternative for sales teams.
Unlike Salesforce Agentforce, which operates within Salesforce by supporting teams working inside the platform, Wilma works outside Salesforce. Wilma AI captures data from external sources, like phone calls, meetings and SMS happening on the Wildix platform, then logs this information into Salesforce or updates Salesforce fields accordingly without ever having to switch tabs. Wilma can also bring context from Salesforce back into Wildix, creating a seamless two-way integration.
Wilma AI comes pre-trained and ready to deploy with GDPR-compliant AI that never uses your data for training, offering a privacy-focused alternative for sales teams.
What makes Wilma better than other AI sales tools?
Wilma stands out as an agentic AI sales companion that’s smart, pre-trained and available 24/7, capable of qualifying leads, scheduling meetings, following up on missed calls and routing queries with context-aware escalation. Unlike basic AI tools, Wilma seamlessly integrates with Salesforce, HubSpot and other CRMs to automatically capture notes and provide real-time information during live calls. The platform is built with GDPR-compliant, ethical AI that never trains on your data, ensuring privacy and security while delivering comprehensive sales automation.
How long does it take to implement agentic AI in my sales process?
With Wilma AI, implementation can happen in a matter of hours rather than weeks or months. However, the actual timeline depends on two key factors: the complexity of your business and how detailed you want Wilma’s instructions to be.
Discover the Power of Wilma AI for Your Business
See how Wilma can work wildly well for you: Transforming customer interactions, boosting productivity and driving growth
