B2B Use Case · Worldwide · English
Immigration intake. Zoho CRM by voice
Client calls about their visa application status. AI answers, fetches their Zoho file, provides a status update, and creates an escalation task when needed. The consultant opens Zoho and finds everything ready.
Live walkthrough. exactly what happens
ENEN
⚙️ Henry Sullivan calls NorthGate Immigration. AI loads: NorthGate profile, immigration FAQ, Zoho CRM credentials.
🤖 AI
Hello! Thank you for calling NorthGate Immigration. I'm Sienna, your AI assistant. How can I help you today?👤 Customer
Hi, I wanted to check the status of my visa application. I applied about 3 months ago.⚙️ Language: English. Intent: Status Inquiry to visa application. Zoho CRM: search by phone +1-415-555-0291 to Found: Henry Sullivan, file #CP-2024-0847, submitted 15 Jan 2026, status: In Review.
🤖 AI
Thanks Henry. Your file number is CP-2024-0847, submitted on January 15th. The current status is 'In Review' and processing is underway.👤 Customer
How much longer will it take?⚙️ Knowledge base: Current processing time for this visa stream: 6-8 months. Henry's file: 3 months in. Remaining: approximately 3-5 months.
🤖 AI
Based on current processing times, it could take roughly 3 to 5 more months. Is there a specific concern?👤 Customer
My job offer might expire. What should I do?⚙️ Complex query: job offer expiry. Escalation rule triggered. Zoho API: Create task on file #CP-2024-0847. 'URGENT: Client concerned about job offer expiry. Call back by tomorrow. Assigned to: Consultant Megan Keller'.
🤖 AI
That is an important question, Henry. I have added a note to your file. Our consultant Megan Keller will call you by tomorrow and guide you fully.👤 Customer
Thank you so much.Before Altoka
Multilingual intake overloads consultants
- Most enquiries arrive after-hours from non-English-speaking clients.
- Consultants spend 30+ minutes per status call. time better spent on complex cases.
- Manual Zoho data-entry creates errors and delays.
With Altoka
AI handles status calls in any language, 24/7
- Fetches Zoho CRM file automatically by caller phone number.
- Answers FAQ in any language. processing times, required documents, test scores.
- Creates escalation task for complex queries. consultant sees it next morning.
Step-by-step. what really happens
1Call answered
What happens
AI greets in English. Henry continues in English. AI assists.
Background system
Voice AI detects the language in 2 seconds. Client AI profile loaded.
2File fetched
What happens
Henry's Zoho file found by caller phone number.
Background system
Zoho API: GET /crm/leads/search?phone={caller_number}. File #CP-2024-0847 returned.
3Status given
What happens
File number, submission date and current status read back.
Background system
Voice agent reads file data from Zoho response.
4Timeline given
What happens
Estimated remaining processing time answered from knowledge base.
Background system
Knowledge base: current processing times by visa stream.
5Escalation
What happens
Complex question about job offer triggers escalation task.
Background system
Zoho API: POST /tasks. urgent note, assigned to Megan Keller, due tomorrow.
6SMS sent
What happens
Henry receives SMS: 'NorthGate: Your query noted. Consultant Megan will call by tomorrow.'
Background system
SMS system to caller with follow-up details.
Measured results
Any language
Call handled fully
2 auto
Zoho API calls
30min/call
Consult time saved