Case study · AI phone assistant

No call gets lost anymore.
And the team works in peace.

At Trike-X-Press in Detmold, Germany, the AI phone assistant Clara has been picking up since July 21, 2026, whenever nobody has time. She handles routine requests herself, transfers calls to the team during business hours, and logs everything else neatly in the CRM.

Trike-X-Press logo
Business
Specialist dealer for recumbent bikes and adult trikes, with its own repair shop
Location
Detmold, Germany
Live since
July 21, 2026
Connected to
CRM with calendar, online store

Before

The starting point: the phone kept interrupting sales and repairs

Trike-X-Press is a specialist dealer for recumbent bikes and adult trikes with its own repair shop. Many customers live with a physical disability, so advice takes time. On top of that come test rides, repair appointments, and delivery questions. A small team sells, advises, and wrenches, all at once.

Dropping everything

Whoever had a bike in their hands had to drop everything for every call.

A full voicemail box

Calls nobody could take went to voicemail. Messages sat there or got checked off without anyone actually following up.

Search first, call back later

Many callers didn’t leave their name. Before every callback, the team first had to look up the number in the CRM.

The solution

What the AI phone assistant Clara takes care of

Clara answers every call the team can’t take right now, including evenings and days the store is closed. She openly introduces herself as an AI assistant and speaks naturally, with a pleasant voice. She is connected to the CRM with its calendar and to the online store.

Recognizing existing customers

Clara recognizes existing customers by their phone number and greets them by name.

Callback requests in the CRM

Name, number, and the reason for calling in the customer’s own words. If someone has been waiting a while, she flags the callback as urgent for the team.

Test rides in the calendar

She books, reschedules, and cancels test rides directly in the calendar. The customer automatically gets a confirmation email.

Delivery date updates

Anyone who has ordered a bike gets the delivery date straight from the CRM.

Answering product questions

She answers questions about the product range and models from the store’s own knowledge base.

Transferring to the team

If a caller wants to speak to someone during business hours, she transfers the call and announces the caller by name and reason first. If nobody is free, she takes a callback request.

An everyday example

A call on a closed day: test ride canceled in 57 seconds

Monday, 9 a.m., and the store is closed. A customer calls to cancel her test ride. In the past she would have ended up in voicemail, and someone would have had to call her back on Tuesday. Today it’s all done before the team even knows about it.

  1. Monday, 9:00 a.m. · store closed
    Clara picks up and introduces herself as Trike-X-Press’s AI assistant.
  2. Customer recognized
    She recognizes the customer by her number and briefly checks that she’s speaking with her.
  3. Appointment found
    She finds the Wednesday test ride in the calendar.
  4. Cancellation confirmed
    She has the customer confirm the cancellation and removes the appointment.
  5. After 57 seconds
    All done. Nobody on the team had to lift a finger.

In the client’s words

What the owner says about the AI phone assistant

“We’d much rather put the time we gain into half an hour of real advice on a new bike than into rescheduling appointments.”
Peer-Michael Preß, owner of Trike-X-Press
“Clara takes a noticeable load off the team. You no longer get pulled out of the middle of your work and don’t have to keep running to the phone. That also means fewer mistakes.”
Peer-Michael Preß, owner of Trike-X-Press
“Going through voicemail messages and figuring out who even called is gone. That’s a lot more relaxed.”
Peer-Michael Preß, owner of Trike-X-Press
“We respond faster. Far fewer customers tell us we don’t call back quickly enough.”
Peer-Michael Preß, owner of Trike-X-Press
“Callbacks are much faster and more targeted, because we already know what it’s about. And the customer is already matched, so we don’t have to search first.”
Peer-Michael Preß, owner of Trike-X-Press

Data privacy: operated in the EU, no call recording

  • The phone AI runs in the EU, and the custom data service runs on a server in Germany.
  • Calls are not recorded.
  • Clara only asks for the data the request actually needs.
  • Every caller learns right at the start that they are talking to an AI.

Would this pay off for your business too?

Every business gets different calls. In a free intro call, we look at which calls slip through the cracks at your business and what an AI phone agent could take over.

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