What is a virtual agent, when to use one, and how it works

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Date of publication
23/6/2025
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Have you ever considered how many times a customer abandons a conversation because they do not find an answer? Or how many opportunities are lost by not being able to scale support at critical moments? The reality is that customer experience has become the main battlefield for companies that want to stand out. And this is where virtual agents: come into play: a solution that not only provides answers, but also simplifies processes, empowers customers to be autonomous, speeds up issue resolution, and, above all, builds trust.

We will explain everything in this guide: features, functionality, use cases, and the potential of a technology that is transforming CX. Are you ready to see how a virtual agent can revolutionize the way your company interacts with customers?

What is an AI virtual agent and why is it much more than a bot?

An AI virtual agent is an intelligent system capable of interacting with people through digital and voice channels, resolving queries, managing processes, and providing support in an autonomous, empathetic, and secure manner. But it is not a traditional bot. It does not follow a rigid script: an AI virtual agent understands context, interprets emotions, learns from each conversation, and adapts to your business needs.

It is, in essence, a new member of your team, always ready to provide the best answer. What can you expect? Customers who feel heard, simplified processes, and human teams free to focus on what truly adds value. Because a virtual agent does not replace people, it enhances and empowers your organization's talent.

What is a virtual agent capable of?

The real potential of a virtual agent is immense: they can understand, reason, and solve. The major difference with an AI virtual agent lies in its ability to decide and act independently. Thanks to Agentic AI, these systems are trained like humans, configured with generative AI, and operate within a multi-agent architecture, creating specialists for each business area

We are talking about virtual agents that interpret complex queries, reason, solve autonomously, and deliver empathetic, personalized, and multilingual responses. They communicate naturally, interpret typos (even emojis) and adjust their tone and style to your brand. They do not sound like bots, but like real people, able to generate trust and closeness in every interaction. And if the situation requires it, they transfer the conversation to a human agent without losing context or quality.

7 key features of a high-impact AI virtual agent

To make a difference, a virtual agent must have seven key features that turn technology into tangible results. These are not just technical capabilities, they are real problem, solving features that transform customer experience.

1. Total visibility: advanced analytics that reveal key insights

Do you really know what happens in every interaction with your customers? Lack of visibility is one of the biggest pain points in any customer service operation. That is why a powerful virtual agent provides real-time dashboards and reports to monitor performance, analyze interaction volume by channel, measure average handling time (AHT), and track the frequency and reasons for transfers to human agents.

But this total visibility goes even further: its smart signal system detects recurring issues, identifies emerging trends, and analyzes conversation sentiment. A set of AI-based insights that allow you to anticipate problems, adjust your strategy, and create custom KPIs that reflect what truly matters for your business.

2. Omnichannel presence with a virtual agent: connect with customers anywhere

Your customers do not think in terms of channels. They just want answers, wherever they are. However, many companies still manage each channel as a separate silo, leading to friction, repetition, and frustration. The virtual agent eliminates that barrier: it operates across voice, webchat, WhatsApp, Facebook Messenger, Instagram, and email, with a single configuration and a consistent experience.

The result? One team for all channels, with the ability to transfer conversations between AI and human agents without losing context. You can scale support when needed and deliver a smooth, personalized experience without disruptions. Because omnichannel does not mean being everywhere, it means being effective everywhere.

3. Real-time monitoring: detect issues instantly and raise service quality

Are you worried about losing control over service quality? Do you fear that a bad experience might go unnoticed until it is too late? The virtual agent gives you complete control: you can view conversations in real time, intervene using the Whisper function to guide the AI agent, transfer the conversation to a human, or end it if necessary.

Monitoring sensors analyze conversation duration, sentiment, and topics, detecting negative emotions or complex cases instantly. Additionally, full access to conversation history across all channels allows for audits, learning, and continuous improvement. Quality becomes the standard.

4. Personalized and private knowledge base

One of the biggest challenges is ensuring the virtual agent knows what it needs to know, and only that. The knowledge base is private and confidential: the agent learns exclusively from your company, combining information from various sources and adapting to your use cases. There is no risk of data leaks or cross-learning with other companies.

It also includes predesigned templates to create frequently asked question lists, easily uploaded in PDF format, along with videos and links to relevant URLs. You can configure a specific virtual agent to use information from a particular knowledge base, ensuring that each one provides accurate responses for its designated tasks.

5. Seamless integration: fast connection with your systems

Are you concerned that the technology will not fit your current systems? The virtual agent is designed for easy and secure integration via REST API. You can connect it to your contact management software, ERP, contact center and other relevant systems without extra development or lengthy projects. It is API-friendly and REST-based.

It also includes native integrations with the Inconcert ecosystem and is compatible with leading text-to-speech, speech-to-text, and analytics engines. This enables real-time data exchange, process automation, and enhanced operational efficiency.

6. Maximum security: a virtual agent that works with encrypted data

Trust is built with action. The virtual agent encrypts data in transit and at rest, verifies information before executing actions, and enables the configuration of moderators and AI guardrails to oversee interactions. The platform complies with the highest international standards (ISO 27000, Cloud Security Alliance, PCI-DSS v4) and undergoes independent audits every year.

Security is a top priority: all infrastructure is hosted on Amazon Web Services, with ISO certifications, continuous audits, and Enterprise agreements with major AI providers. This ensures your information is always protected and that the virtual agent faithfully represents your business.

You can operate with peace of mind, knowing your data and your customers' data are protected against any threat. Security is no longer a hurdle, it is an enabler of innovation.

7. Unlimited agility: express setup and deployment

Time is money. That is why the virtual agent can be activated in minutes without programming. Its configuration interface, fully AI-based, allows you to customize behavior, scripts, and personality. You can choose from predefined templates for use cases such as lead qualification, collections, appointment scheduling, order management, support, marketing, sales, and more.

Agility sets this solution apart: native connections for the Inconcert ecosystem and an architecture designed for easy integration. The process involves three steps: first, build a robust knowledge base by adding relevant documents. Second, configure the agent's instructions, including its goal, tone, and specific knowledge base. Third, establish the API connection with your systems to define the actions the agent can execute autonomously.

This way, you can scale your digital team in record time and adapt it to your business's evolving needs, ensuring smooth and efficient integration with your existing tools.

See how to prepare your IT department for effective AI adoption and how easily the AI virtual agent integrates with all systems

What are virtual agents for? Use cases that truly make a difference

The applications of a virtual agent are as varied as your business challenges. From FAQs, appointment scheduling, order and payment management, outbound sales, and lead prequalification, to handling claims.

The virtual agent adapts to every need, streamlining processes and improving customer experience at every touchpoint in sectors such as education, government, insurance or tourism. And the numbers do not lie. According to internal Inconcert data, companies that have implemented virtual agents have seen customer loyalty improve by up to 60% in NPS, resolution rate increase by up to 85%, conversion grow by up to 12%, automated interactions reach 75%, and the operational workload of human agents decrease by 30%. These figures show the transformative power of this technology.

All the capabilities of an AI virtual agent in one Inconcert platform

Inagent is Inconcert's virtual agent solution. And it is much more than software: it brings together all AI capabilities in one platform. Speech-to-text engine, text-to-speech, advanced analytics, BI, next-generation LLMs, multi-agent platform, and omnichannel management. This allows you to scale your contact center, reduce costs, and sustainably improve customer experience.

Inagent: the all-in-one solution to transform your contact center

Inagent is an all-in-one solution that enables the deployment of autonomous AI virtual agents across all channels. Get ready to take your customer experience to a new level of personalization and efficiency with our AI virtual agent. Request a demo.

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