Unaric Voice intelligently routes and assigns calls based on real-time Salesforce data.

When a call comes in, the system automatically checks for matching leads, contacts, or accounts using the caller’s phone number.

If one match is found, the call is assigned immediately. If multiple matches exist, agents can select the correct record from a list. This ensures every interaction is linked to the right data, without relying on guesswork or external routing systems.

Using Salesforce fields like account owner, region, or status, Unaric Voice enables contextual call routing workflows.

For example, incoming calls from high-value accounts can be surfaced to senior agents, or leads can be distributed based on territory ownership.

While external telephony systems handle the physical routing, Unaric Voice ensures each call is aligned with Salesforce records, providing the right agent with the right context at the right time.

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Calls can be assigned even after they’ve ended. Unaric Voice keeps the assignment window open until the agent saves the interaction, allowing users to confirm or update which record the call should be linked to.

This flexibility supports complex call flows - like cases where the initial contact is different from the ultimate assignee - and helps ensure that no data is misfiled or lost.

Beyond assigning calls to a primary lead, contact, or account, Unaric Voice allows users to link calls to secondary objects like opportunities, cases, or custom records.

This makes it easy to tie conversations directly to relevant sales or support activities. The result is a connected CRM, where calls drive action and every interaction is tracked for context, automation, and reporting.