Use case06 / 08
Technology & Consulting
Inbound on a consultancy's line is a mix of new work, engagements already running, and people looking for somebody else. The agent works out which, takes enough detail that a first meeting starts from something real, and books it with whoever owns the account.
A call, start to finish
On the line
- Agent: Calder Consulting, good morning. How can I help?
- Caller: Good morning. Broadfield Wholesale. We are changing the tills in thirty shops, and they have to be live before Christmas.
- Agent: Is this new work, or part of something we are already running for you?
- Caller: It is new work, although you built our warehouse system two years ago. One other thing: none of our shops can close for the changeover.
- Agent: Okay. Julia takes the shop rollouts. She has Thursday at ten free, or Friday after two.
- Caller: Thursday at ten, then.
- Agent: Thursday at ten with Julia, confirmed. Talk soon!
What it does on the line
- Separates a new enquiry from an engagement already under way.
- Takes the scope in the caller's words rather than through a form.
- Books the first meeting with the account owner, on their calendar.
- Puts the notes in your CRM under the right account.
Start from your own line.
Tell us the sector and the workflow, and we will build the agent that carries it.
Request a demoHelpful context
- The workflow you want automated.
- The systems it would need to talk to.
- Where it runs today: AWS, on-premise, or both.
- Anything that cannot leave your own estate.
- Any deadline or compliance requirement you are working to.