Introduction to Brand New Voice AI Feature: Separate During and Post Call Actions
At Bosseo CRM, we’re all about enhancing user experience and streamlining workflow processes. Our latest feature, Separate During and Post Call Actions, is designed to accomplish just that. By leveraging a more sophisticated UI design and smarter organization, configuring your AI agents has become significantly easier. This new feature introduces a structured approach by dividing actions into two major categories: During the Call and After the Call. Here’s a detailed look at how this can revolutionize operations across different sectors, including home improvement, legal, and medical practices.
What’s New in Voice AI?
Card-Based Interface
Bosseo CRM has adopted a card-based interface to enhance visibility and ease of use. Actions are now presented as individual cards, making it easier to manage and organize configurations.
Tabbed Layout
The new tabbed layout divides actions into During the Call and After the Call sections, with connection indicators to give you an immediate overview of your workflow status.
Streamlined Creation Flow
A prominent “New Action” button allows users to quickly add new actions to the workflow. This feature encourages structured action flow without unnecessary complexity.
Individual Action Modals
With each action category opening in focused modals, users can avoid cluttered forms and reduce the chances of configuration errors.
Quick Delete Option
Actions can be removed directly from their respective cards, streamlining the process of editing and speeding up overall workflow management.
Key Improvements
Improved Visual Hierarchy
The visual hierarchy has been restructured with clearer labeling and grouping, allowing users to distinguish between different action types effortlessly.
Simplified Editing & Deletion
The ability to edit or delete specific actions directly from the cards eliminates the need for cumbersome tab-switching or excessive clicks.
Built-In Constraints & Guidance
Real-time visual counters show usage limits, and smart tooltips provide hints and restrictions, such as:
- A maximum of 15 total actions during a call.
- Only one appointment booking allowed per call.
- Up to 25 contact field updates post-call.
Use Cases Across Different Sectors
For Home Improvement Professionals
Home improvement specialists can utilize the new Voice AI features to streamline client interactions during initial consultations. With the ability to implement “Call Transfer” actions, inquiries can be rapidly escalated to on-site professionals, enhancing client satisfaction and response times.
For Law Firms
Legal practices can capitalize on the structured appointment booking feature, ensuring only one appointment is initiated during a single call. This facilitates precise meeting scheduling and enables legal assistants to update case-related contact fields swiftly post-call.
For Medical Practices
In the medical field, timely communication and accurate information updates are crucial. Medical practices can automate appointment confirmations and follow-up communications using custom and SMS actions, while ensuring patient records are updated post-call with relevant contact details.
Conclusion
The Separate During and Post Call Actions feature on Bosseo CRM elevates operational efficiency across various sectors. By providing a clear, intuitive, and organized approach to managing call actions, Bosseo ensures businesses can focus on what truly matters: delivering exceptional service. Whether you’re a home improvement consultant, legal advisor, or healthcare provider, this feature is designed to optimize and personalize your workflow interactions.
With such a structured and user-friendly approach, Bosseo continues to redefine CRM experiences, aligning with the evolving needs of multi-sector professionals. Enable the feature today via Settings > Labs and transform how you handle client interactions forever.
