PhoneIQ
Investor conversation01 / 12

Voice Agents / governed outcomes

Every important call should produce an operational outcome.

PhoneIQ configures AI Voice Agents around the phone routing, business rules, handoffs, and follow-through that real operators depend on.

Live call00:47
Call state / completed Qualified, routed, and recorded with context
PhoneIQ
Company evolution02 / 12

Voice Agent-first / established telephony base

Primary / current expansion A governed workflow layer for high-value business calls.

Early access Voice Agents combine tenant-specific policy, structured intake, routing, and traceable delivery.

Supporting proof / legacy CTI

PhoneIQ is not beginning with a demo and a phone number.

The established product has shipped real numbers, routing, recording, analytics, and Salesforce-oriented call workflows.

  • Named historical case studies and ecosystem evidence
  • Production telephony experience lowers execution risk
  • Legacy traction remains separate from Voice Agent adoption
PhoneIQ
The operating gap03 / 12

The call is not the outcome

A ringing phone starts a workflow most businesses still finish by hand.

01

Answering is disconnected from action.

A conversation can happen without the right intake, policy decision, or next step.

02

Peak demand arrives when teams are least available.

After-hours and high-load calls expose the gap between “we answered” and “we resolved it.”

03

Context evaporates at the handoff.

Operators inherit a callback, not a structured, traceable operational event.

PhoneIQ
Product04 / 12

Call to governed outcome

PhoneIQ turns a phone line into a configured operating workflow.

The agent does not just converse. It applies tenant-specific rules, captures structured facts, chooses an allowed path, and leaves a trace.

01 / answer

Meet the caller

Use a real business number and the right language.

02 / understand

Capture intent

Ask the questions the operation actually needs.

03 / policy

Apply rules

Follow service, urgency, routing, and escalation logic.

04 / handoff

Move the work

Notify, transfer, or trigger a scoped connected action.

05 / trace

Show what happened

Preserve the facts, decision, and delivery state.

PhoneIQ
Initial wedge05 / 12

After-hours commercial service

Start where one wrong dispatch is expensive.

The strongest current wedge is a rules-heavy inbound call: identify the site and issue, apply coverage and urgency policy, then escalate with full context.

Secondary qualified lane / property-management maintenance intake

00:08Identify caller, site, and equipmentintake
00:21Classify safety, outage, and urgencypolicy
00:38Check service and escalation rulesdecision
00:52Route the job with structured contextdelivered
PhoneIQ
Why now06 / 12

Category shift

The voice layer is becoming available. The operating layer is not.

Signal 01 / cloud 25.4%

NICE FY2024 cloud-revenue growth

A directional signal that contact-center workloads continue moving toward cloud delivery.

Signal 02 / category 14%

Five9 FY2024 revenue growth

A second public-company signal of durable demand around cloud contact-center infrastructure.

Signal 03 / capability Realtime

Speech-to-speech is becoming a provider capability

As raw voice becomes easier to access, value shifts toward policy, integration, and operational proof.

Issuer-reported FY2024 category signals / directional evidence, not a PhoneIQ market-size estimate

PhoneIQ
Defensibility07 / 12

The model is a component

The hard product is the governed orchestration around the voice.

Tenant control

Business-specific configuration and policy

Services, language, identity, permissions, routing, escalation, and exception handling.

Runtime

Real-time call state and allowed tools

Provider choices remain replaceable while PhoneIQ owns the workflow and operating contract.

Delivery

Traceable handoffs and downstream actions

Scoped writes, idempotent delivery, and observable failure states turn conversation into operations.

PhoneIQ
Commercial motion08 / 12

Land, prove, expand

Land one governed workflow. Earn the right to expand.

PhoneIQ starts with one costly operating gap, proves the workflow against agreed acceptance criteria, then expands only after the facts support it.

01 / qualify

Find the operating gap

High call value, real after-hours exposure, and explicit routing policy.

02 / configure

Map the workflow

Inputs, decision rules, allowed actions, exception paths, and handoff owners.

03 / measure

Run an accepted pilot

Measure completion, accuracy, handoff quality, launch time, and attributed cost.

04 / convert

Move to paid production

Convert only when the workflow meets the buyer’s agreed operating standard.

05 / expand

Add sites and call types

Reuse the operating system across more volume, locations, hours, and workflows.

PhoneIQ
Evidence09 / 12

What exists / what must be proved

Credibility comes from keeping the evidence sets separate.

Voice Agent / early access

Real architecture, focused workflows, measurable acceptance.

  • Active-staging multi-tenant control plane
  • Tenant-specific rules and scoped delivery paths
  • Next proof: paid conversion, production expansion, and all-in economics
Legacy CTI / supporting history

Production telephony experience and public customer evidence.

  • Real numbers, routing, recording, analytics, and call workflows
  • Publicly documented deployments across multiple industries
  • Capability proof only—not Voice Agent adoption

No legacy customer, revenue, review, or logo is presented as Voice Agent traction

PhoneIQ
Economics10 / 12

Auditable contribution

The economic moat has to be measured, not asserted.

Internal telemetry measures carrier and model usage today. The investor-grade standard is complete attribution by tenant and workflow, including labor and exceptions.

Product contribution / per tenant Customer revenue
− attributable delivery cost
= auditable contribution
VoiceCarrier, model, speech, and runtime usage
ActionTools, integrations, notifications, and downstream delivery
OperationsImplementation, support, exceptions, and rework
ProofCustomer-level attribution and margin over time
PhoneIQ
Capital plan11 / 12

The next operating cycle

Investment should buy repeatability, not feature breadth.

The next cycle is designed around three observable outputs investors and operators can verify.

01 / launch

Make configuration repeatable

Reduce time from discovery through acceptance testing without weakening tenant-specific control.

02 / convert

Turn measured pilots into paid production

Prove the workflow earns ongoing volume, more call types, and expansion across sites.

03 / govern

Make economics and failure states auditable

Attribute all-in cost, expose exception paths, and demonstrate dependable handoffs at production load.

PhoneIQ
PhoneIQ / Voice Agents12 / 12

The investment thesis

PhoneIQ can make the business phone line a dependable operating surface.

The opportunity is not another conversational demo. It is a governed system that answers, decides, hands off, and proves what happened across the calls where operations and revenue are on the line.

Voice Agent-first / legacy telephony as proof Aligned capital + measured pilot access