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Introducing Voice AI Data x Workflows: A New Era in Automation for Bosseo CRM
Exciting news for all Bosseo CRM users! A brand new update titled “Voice AI Data x Workflows” has been rolled out, introducing the much-awaited feature for accessing and integrating Voice AI data into users’ workflows. This fantastic addition lets you effortlessly enter Voice AI call specifics like call length, synopsis, and record directly into your workflows. For all the users aiming to streamline their operations and enrich their workflows with insightful AI data, this feature holds immense promise.
Activating the Feature
Activating this exciting feature is simple. Navigate to the Agency View, go to Settings, and then AI Employee to turn on the Voice AI Agent feature for your desired sub-account. Once the feature is enabled, go to Settings, then Voice AI Agents within the chosen sub-account to add a new agent. Fill in necessary fields such as Agent Name, Business Name, Language, and Voice. Set the Interaction Type to Inbound Calls, and then enable “Trigger workflow when a call is completed” to link the agent with a workflow. Phone number assignment to the AI agent wraps up the setup process. Whenever this number is called, the Voice AI agent, based on how it’s configured, will either answer the call immediately or step in if the recipient doesn’t answer.
Key Steps in Feature Activation
- Access and incorporate Voice AI data into workflows.
- Widen AI data use with variables accessible from the Voice AI Menu under Custom Tags.
- Enable Voice AI Agents in the desired sub-account through Agency View > Settings > AI Employee.
- Configure the AI Agent in the enabled sub-account with the proper inbound settings, goals, and workflow linkages.
Use Cases: Maximizing Efficiency Across Various Sectors
Home Improvement Industry
In the home improvement industry, integrating Voice AI data with workflows can significantly enhance service delivery and customer experience. By leveraging call transcriptions and call length data, businesses can better assess the quality of customer interactions. The ability to swiftly analyze and act upon this data within workflows allows for more personalized follow-ups and efficient scheduling of consultations or installations. It streamlines processes such as follow-up calls or reminder notifications before a project begins, ensuring customers feel well-informed and prioritized.
Legal Practices
For legal practices, Voice AI workflows offer an automation edge by ensuring client communications are consistently tracked and documented thoroughly. Call summaries and transcripts can be automatically incorporated into client files, reducing the administrative burden on legal teams and allowing them to focus on more critical tasks. Additionally, this integration supports compliance by ensuring call data and transcripts are stored securely, assisting with audit trails and case management.
Medical Practices
In the medical field, the integration of Voice AI within workflows can transform patient interactions and administrative efficiency. Reception centers can utilize call duration and transcripts to prioritize callbacks and manage appointment schedules effectively. These call details help ensure that patient concerns are addressed promptly and that information is accurately captured, proving beneficial in providing patient-centered care. Furthermore, automated reminders can be set to follow up with patients based on the content and outcomes of calls, establishing a reliable line of communication.
Conclusion
The “Voice AI Data x Workflows” feature in Bosseo CRM is a revolutionary step forward in automation for various industries including home improvement, legal, and medical sectors. By seamlessly integrating Voice AI data into workflows, businesses can enhance operational efficiency, customer satisfaction, and compliance. This feature empowers users to unlock new levels of productivity and precision, transforming how businesses communicate and operate.
