Plan requirement
| Subscription | x-bees Standard or higher, UC-Business or higher, x-hoppers SalesFloorHopper + AI or higher |
| Also required | AI+Data Boost |
Wilma is not a summary button. It is a set of voice and chat agents that answer, qualify, schedule and write into your CRM.
What it is
Wilma does things rather than describing them. It listens to a conversation, works out what is being asked, and takes the next step: answering, routing it, booking something, or writing it down where it belongs.
That makes it a different animal from the assistant that summarises a thread for you. If what you want is "tell me what happened in this conversation", that is the AI Assistant, and it needs no setup.
What it can do
- Qualify and triage what comes in, judging intent and urgency before a person sees it
- Book meetings against your calendar and CRM
- Chase what was missed, following up on calls and messages nobody got back to
- Route by what was meant, sending a request to the right person or department
- Write into the CRM, logging structured notes into Salesforce or HubSpot without anyone typing them
- Prompt during a live call, surfacing the fact or document the moment it is needed
- Answer your own colleagues, which is where it earns its keep during onboarding
It is built, not switched on
This is the expectation worth setting early. Wilma is assembled from voice agents and chat agents that have to be configured: what they handle, what they say, when they hand over to a person. There is no single toggle that makes it appear.
So the useful first conversation is not "can we have Wilma" but "which one thing should answer itself". Tell us what that is and we will work out what it takes.
Where it does not help
- Questions about your business in general. It works from conversations and the systems it is connected to, not from everything you know.
- Anything where being nearly right is not good enough. Figures, dates and commitments need checking against the source.
- A process nobody has agreed. An agent has to be told what good looks like. If your team handles the same request three different ways, that is the thing to settle first.
What it costs you in hours
Wilma draws on the same pool of AI units at company level as transcription and voice agents. Heavy use in one team affects everyone, and going past your allowance is chargeable.
Telling people
If customer conversations are transcribed and processed, say so. That obligation is yours.
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