voice-agent.exe
Up to 60% of grunt work automated

AI Voice Agent for MSPs

Clients call when they need help, even after hours or across time zones. Rallied answers inbound L1 calls, verifies identity before acting, resolves what it can, and creates a fully triaged PSA ticket for the rest.

Turn your AI answering service into a useful first touch

A quick request should not wait for a technician just because it arrived by phone. This AI phone answering service gathers the facts, applies the identity check, and carries the work into your PSA.

Answer inbound L1 calls

Picks up client calls and captures the support request in the same conversation. Coverage continues when a technician is busy, after hours, or working in another time zone.

Verify the caller before acting

Sends an Okta or Duo push and waits for approval before taking an account action. A caller ID match alone is never enough to reset a password.

Diagnose and resolve the request

Asks focused questions to understand the issue, then resolves what it can within the MSP’s rules. The conversation stays tied to the work instead of ending at call capture.

Create a fully triaged handoff

Writes the caller, symptoms, verification result, diagnosis, and next step into a PSA ticket when a technician is needed. The next person starts with context instead of repeating discovery.

Voice carries no separate per-minute charge. Triage and diagnosis are free, and completed ticket outcomes are $3 with a $150 monthly minimum.

Inbound call Rallied Voice
C
Caller8:41 PM
I cannot sign in to Outlook and I need access tonight.
R
RalliedVoice8:41 PM
Before I check the account, I need to verify your identity. I have sent an Okta push to your registered device.
C
Caller8:42 PM
Approved. Outlook keeps returning to the sign-in screen on my company laptop.
R
RalliedAgent8:43 PM
Your identity is verified. This request needs a technician under your MSP’s policy, so I have created a ticket with the call context attached.
Fully triaged PSA ticket
Caller: Identity verified by Okta push
Issue: Outlook sign-in loop
Device: Company laptop
Impact: After-hours email access
Next step: Microsoft 365 queue
Handoff ready

From ringing phone to resolved work

Rallied moves the call through a defined support path before anyone takes an account action. Requests outside that path arrive in the PSA with the conversation and diagnosis attached.

01

Answer the call

Capture the caller’s request and ask which person, device, and system are affected. Keep the conversation focused on facts that change the next step.

02

Verify identity

Send an Okta or Duo push to the registered device before any account action. Stop the action if verification is not completed.

03

Diagnose and resolve

Work through the request using the MSP’s rules and connected systems. Complete the outcome when the issue is in scope.

04

Hand off the rest

Create a fully triaged PSA ticket when the call needs a technician. Attach the caller, verification, symptoms, diagnosis, and next step.

Review the call path before changes are allowed

Start in Plan Mode

Rallied shows how it would verify the caller, check the account, resolve the request, or create the handoff while connected systems stay unchanged. Review that path for each client, then allow only the actions that match the MSP’s process.

Password reset call Plan Mode
R
RalliedPlan8:44 PM
Proposed actions for this inbound call:
Voice support plan
1. Confirm the caller and affected account
2. Send an Okta or Duo push for verification
3. Check account state under the client policy
4. Resolve in scope or create a fully triaged ticket
Plan Mode: no changes made

One outcome model across calls and tickets

Phone requests enter the same operating model as other support work. You pay for completed outcomes while call triage, diagnosis, and handoffs stay free.

Up to 60%Of grunt work automated
FreeTriage and diagnosis
$3Per completed ticket outcome
$150Monthly minimum
It figures out things we don’t even have in documentation and solves issues without my team touching them. That to me is amazing.
Ryan HuneidiOwner, Huneidi Services

A few things you will want to know

How does Rallied verify identity on a voice call?

Rallied sends an Okta or Duo push and waits for the caller to approve it before taking an account action. It never resets a password based on caller ID alone.

What happens when Rallied cannot handle a call?

Rallied creates a fully triaged PSA ticket with the caller, symptoms, verification result, diagnosis, and next step attached. The technician can continue from the work already completed instead of starting discovery again.

How is the AI voice agent priced?

Voice is included with no separate per-minute charge. Pricing is $3 per completed ticket outcome with a $150 monthly minimum, while triage and diagnosis are free.

Does the AI voice agent sound human?

The voice experience is designed for a clear, natural conversation that stays focused on the support request. Rallied asks focused questions, explains the verification step, and moves the request to resolution or a fully triaged ticket.

Answer the next L1 call.