Wilma AI

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

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.

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