Lead capture and qualification
Engage new leads within seconds, ask the qualifying questions and route each lead to the right rep, even after hours.
Lead capture and qualification
Voice callback
AI agent: Hi, thanks for your demo request. Do you have a minute to tell me what you’re looking for?
Customer: Sure. We need help answering calls after hours.
Qualification saved to CRM
Reach every lead while they’re still interested.
Speed-to-lead response
Engage a web form fill or inbound inquiry within seconds, by voice callback, instead of hours later.
Inbound qualification
Ask about budget, timeline, use case, company size and decision role, then score and route the lead to the right rep or queue.
Proactive website engagement
Add chat on high-intent pages such as pricing or demo pages, or on exit intent, and start a conversation.
After-hours and overflow answering
Capture, qualify and schedule callbacks for sales calls that would otherwise go to voicemail.
CRM enrichment
Write qualification answers, intent and transcripts straight into the CRM, so reps don’t re-ask questions.
Your team keeps the conversations that need judgment.
These go to a person quickly, with the conversation summary and collected details, so the customer never repeats themselves.
- Emotionally charged escalations, complaints and bereavement situations
- Complex disputes, exceptions to policy and goodwill credits beyond set limits
- High-value or negotiated B2B deals
- Legal and regulatory complaints
Connect the systems agents need to act.
An answer without the ability to act usually just becomes a transfer. When agents can read from and write to your systems, they can finish the task.
- CRM
- Order management
- Billing
- Scheduling
More sales use cases
See this use case in a demo.
Bring a conversation your team handles every day, and see how a TandemCX agent handles it with your team in control.