Meetings and pipeline
Confirm meetings, send reminders and offer a new time when someone misses one, by voice or text.
Meetings and pipeline
Text message
AI agent: Hi, confirming your meeting tomorrow at 10. Does that still work?
Customer: Can we move it to Friday?
AI agent: Sure. Friday at 10 or 2?
Rescheduling
Keep meetings on the calendar.
Confirmations, reminders and rescheduling
Run these on outbound voice or text, which reduces no-shows.
No-show recovery
Follow up automatically and offer a new time.
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
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