1
Bi-Directional API
Access and update external data in real-time during conversations. Whether retrieving customer information from a CRM or updating records, our AI agent ensures up-to-the-minute data exchange, enhancing customer interactions and decision-making processes.
2
Dynamic CRM Interaction
Tailor conversations with inbound and outbound callers by leveraging CRM metadata mid-call. Our AI agent dynamically adapts responses based on the caller’s history and profile, delivering personalized service that resonates with their specific needs and history.
3
Sophisticated Call Transfers
Enable smooth verbal and non-verbal call transfers across departments or to senior agents. The AI agent navigates complex transfer protocols effortlessly, ensuring callers are connected to the appropriate personnel without disruption or delay.
4
Intelligent Caller ID
Manage caller ID information for both inbound and outbound calls, providing transparency and trust. Our AI agent ensures that customer relationship agents or live agents receive accurate caller ID information, fostering a seamless connection and personalized service.
5
Appointment Scheduling
From unknown to known callers, inbound to outbound, the AI agent handles appointment settings with precision. It schedules, reschedules, and confirms appointments, integrating with calendars and notifying parties involved, optimizing time management for all.
6
Enhanced Caller Validation
Verify caller identity with advanced validation techniques for both known and unknown inbound calls. The AI agent employs data from CRMs and external databases to confirm caller information, ensuring secure and relevant interactions.
7
Caller Confirmation- Transfer
Confirm caller identity and intent for known callers, then efficiently transfer them to live agents when necessary. Our AI agent streamlines the process, reducing wait times and improving the customer experience with seamless live agent handoffs.
8
Pre-Qualification Credit Checks
Conduct soft credit pulls for pre-qualification purposes during both inbound and outbound calls. The AI agent discreetly verifies financial eligibility, offering a streamlined approach to financial services and lending, ensuring privacy and accuracy.
9
Data-Driven Caller Insights
Gather and analyze caller data during transfers to senior agents or advisors, providing a comprehensive view of the customer’s needs and history. This informed approach enhances the effectiveness of follow-up interactions and personalized advice.
10
Proactive Customer Follow-Up
Whether nurturing leads, agreeing on new terms, or renewing policies, our AI agent initiates timely follow-ups. It ensures customers receive attention at critical moments, enhancing satisfaction and loyalty through personalized, timely interactions.
11
Transactional Sales Support
Assist in transactional sales by checking inventory and facilitating purchase orders directly via SMS or email during calls. The AI agent bridges the gap between inquiry and purchase, streamlining the buying process for both inbound and outbound sales scenarios.
12
Real-Time Translation
Integrating with advanced translation APIs, the agent facilitates understanding and service in the customer's native language, expanding your reach and enhancing customer satisfaction globally
