Make the appointment.
Let a voice agent ask the questions you define and book an appointment with your team. Shape the conversation around the reason the caller wants to talk.
Make room forthe calls that need you.
Help callers take the next step while your agents focus on conversations that need their attention. Answer appointment requests, collect questions and bring in your team.
Book a demoYour business lineAI voice agent
Built around your conversation
“I can help with that.
What time works for you?”
Book a timeBring in your team
Keep your agency's conversations moving.
Give routine phone work a clear path and keep your people available for the details that need them.
Bring in a person.
Decide which calls should reach your team. A caller with a question about their specific coverage can be handed to an agency representative.
Keep the context.
Keep calls, recordings, texts and contact information together in the hub. Your team has a place to look when the conversation continues.
From a first question to a scheduled conversation.
An example of an appointment request handled around an agency's workflow.
- 01
The caller gets an answer.
The agent answers in the agency's name and asks what the caller would like to discuss.
- 02
The next step gets clear.
Using the agency's configured questions, the agent collects the information needed to book a conversation.
- 03
The team picks it up.
An appointment gives the caller a next step. Calls that need a person can be handed to the agency team.
Illustrative workflow. Your setup starts with your business.
Explore the products.
Get a closer look at the parts that bring this workflow together.
Does the voice agent give insurance advice?
The workflow described here is for calls, information collection, appointments and handoffs. Questions that require an agency representative should be directed to your team.
Can our agency keep its own identity?
Yes. Your agent answers in your company's name, and your numbers and texting are registered in your company's name.
What should we bring to a demo?
Bring examples of common appointment requests and calls that must reach your team. Those examples help make the product discussion specific to your agency.