Skip to main content

Does an AI voice agent confirm critical information before proceeding?

A
Written by Axel May Rivera
Updated this week

Direct Answer (TL;DR)

Does an AI voice agent confirm critical information before proceeding? Yes. The Brilo AI caller bot confirms configured critical information before taking sensitive actions by prompting callers for explicit verification, recording the confirmed values, and including those values in subsequent Actions (updates, transfers, or receipts). The Brilo AI voice agent confirmation step works with prompt/versioning, CRM mapping, and transfer rules to ensure the agent does not proceed on uncertain information.

Why This Question Comes Up (problem context)

Contact centers must avoid errors when updating records, processing payments, or transferring callers. Managers worry that automated agents will guess or skip verification. The Brilo AI voice agent confirmation pattern helps teams reduce repeat work, avoid incorrect updates, and improve first contact resolution. The question also appears because callers sometimes hang up when they do not realize they are speaking to AI bots.

How It Works (High-Level)

The Brilo AI voice agent uses a configured call flow to request confirmation of each critical field. The agent prompt (prompt/versioning) contains the confirmation language that the agent reads aloud. During the call flow, the Brilo AI voice agent asks for explicit confirmation for items you mark as critical, listens for an affirmative response or correction, and writes the confirmed values into the action payload for downstream Actions. If confidence in the confirmation is low, the Brilo AI voice agent follows your configured clarifying question attempts and confidence thresholds before moving to an escalation path.

Guardrails & Boundaries

Guardrails limit what the Brilo AI voice agent may confirm and when. Typical guardrails include a list of critical fields to require confirmation, confidence threshold rules to detect low-certainty speech, and restricted topics the Brilo AI voice agent must not handle automatically. The Brilo AI voice agent should never guess a protected value when confidence is below threshold. When guardrails trigger, the Brilo AI voice agent moves to a safe fallback such as repeating the question, offering alternative authentication, or initiating a warm transfer with handoff metadata for a smooth sales workflow.

Applied Examples

  • The Brilo AI voice agent confirms appointment date and time before sending a calendar reschedule link. Confirmations are included in the update action payload.

  • The Brilo AI voice agent asks for the last four digits of an account number and confirms verbally before the agent writes a note to CRM. This uses CRM mapping to align fields.

  • The Brilo AI voice agent summarizes confirmed facts before a warm transfer so the receiving human agent receives a brief and the caller does not repeat information.

Human Handoff & Escalation

Human handoff uses warm transfer or cold transfer rules you configure. The Brilo AI voice agent supports warm transfer that includes a short summary of confirmed details (handoff metadata) when the transfer is allowed. The Brilo AI voice agent also follows transfer rules defined under Actions > Call transfer rules to escalate when callers request a person or when confidence thresholds are exceeded. Configure the Brilo AI voice agent to prefer warm transfers when you want to avoid repeat questioning.

Setup Requirements

To enable confirmations, the buyer provides the following for the Brilo AI caller bot:

  • Admin access to the Brilo AI console and the target agent version for editing prompt/versioning.

  • A list of fields designated as critical and the phrasing you want the Brilo AI voice agent to use for confirmation (plain language then the technical term).

  • CRM/context integration and mapping so the Brilo AI voice agent receives caller data and can write confirmed values back to the correct CRM fields.

  • Actions configuration that includes the confirmed fields in update payloads and transfer summaries.

  • Confidence thresholds and clarifying-question limits to control retries and escalation behavior for handling uncertainties in calls.

Business Outcomes

When the Brilo AI voice agent confirms critical information, teams see fewer record errors and reduced repeat questioning after transfers. The Brilo AI voice agent call flow improves consistency because confirmed values are included in Actions and handoff metadata. These outcomes free human agents to handle complex tasks and improve caller experience by shortening interactions that would otherwise require verification.

Next Step

Start by editing the target Brilo AI voice agent prompt to add explicit confirmation language and set confidence thresholds in Actions. Test the flow with a test number and review transcripts to validate confirmed values. For integration-specific setups for your AI caller bot, book a call with us today.

Did this answer your question?