Wilma AI
This document introduces Wilma AI and its key functions.
Website page: Agentic AI Sales Colleague | Wilma by Wildix - Never Miss a Lead
Created: July 2025
Permalink: https://wildix.atlassian.net/wiki/x/NwAzU
- 1 Introduction
- 2 Requirements
- 3 Use Cases
- 3.1 Healthcare
- 3.2 Hospitality
- 3.3 Internal team support
- 3.4 Public sector
- 3.5 Retail
Introduction
Wilma AI is your virtual, AI-powered sales companion who enhances and automates real-time interactions across all Wildix platforms. Built on Wildix's proprietary agentic AI framework, Wilma AI represents the next generation of sales AI, delivering contextual awareness, autonomous task execution and seamless support to human teams.
Wilma AI is built to assist teams by simplifying everyday communication. She listens actively, understands the context of conversations and steps in when needed, whether that means summarizing calls, updating systems, routing requests or providing relevant information. With Wilma AI quietly supporting in the background, teams remain focused, connected and efficient.
Key Capabilities
Thanks to her agentic AI capabilities, Wilma AI can independently perform a range of actions based on context, priority and workflow logic:
Lead qualification & triage: Analyze inbound leads to assess intent, urgency and relevance
Automated scheduling: Integrate with calendars and CRMs to streamline meeting coordination
Follow-up automation: Detect and follow up on missed calls and messages with intelligent reminders
Context-aware query routing: Escalate requests to the right person or department based on intent and data
CRM sync: Automatically log structured notes and updates into platforms like Salesforce and HubSpot
Real-time data prompts: Offer relevant insights, prompts or documentation during live calls
Employee support & onboarding: Provide contextual assistance to team members, speeding up onboarding and process navigation
Discover everything Wilma AI can do: https://www.wildix.com/wilma-ai/.
Requirements
Wilma AI is powered by Wildix's agentic AI framework, built to understand context, make decisions and act independently when instructed.
To get started with Wilma AI, make sure to configure voice and chat agents, then select the appropriate AI and Data Boost bundle.
Voicebots: How to configure Voice Agents and Overview | Wildix Developer Docs
Chatbots: How to configure Chat Agents and Overview | Wildix Developer Docs
Billing: AI+Data Boost Bundles Overview
Use Cases
Healthcare
For clinics and hospitals:
Intelligent call routing to human staff for urgent cases
Capture and log call summaries directly into patient management systems
For patients:
24/7 appointment scheduling and confirmation
Automated reminders for visits, follow-ups and prescriptions
Hospitality
For staff:
On-demand help with operational processes (cleaning schedules, maintenance)
Real-time alerts and handover of tasks between shifts
For guests:
Instant messaging for booking, reservations and FAQs
Voice assistant for check-in/out info, room service or amenities
Internal team support
Help new employees find tools, documents, or processes
Summarize calls and log notes to CRMs
Remind team members of missed calls or messages
Provide relevant info during live calls or chats
Public sector
For public services:
Automatically route service requests to the right departments
Escalate complex cases with full context and history
For citizens:
Round-the-clock support for bookings and form submissions
Voice or chat agents answering common inquiries (IDs, permits, deadlines)
Retail
For store teams:
Voice-activated assistant to check product availability and details
Quick access to policies and in-store procedures
For customers:
Automated responses to common questions (opening hours, returns, etc.)
Help with product searches or live agent handoff