CRM / ADDITIONAL SERVICE
Your team needs to see the full story.
The inquiry, what remains to be confirmed and the next action in one flow. We review your current CRM before proposing a connection or a change.
The information
also needs
one journey.
An entry point with context
We identify the source, the interest and the information your team needs to respond. We agree on what data comes in and who receives it.
Follow-up with assigned owners
Stages and next actions that reflect your operation. Automation is configured around decisions the system can confirm.
Integrations with defined scope
We review access, fields, permissions and events. Compatibility is checked before an action is included as part of the service.
When you need it,
connects the service.
Voice and WhatsApp have their own scope and usage. We review how to deliver the context to your tools.
Your operationYour teamBefore building.
Can the agent schedule appointments?
Yes, with a configured scheduling action: it checks availability and books only after the visitor confirms. FARO's website uses its own calendar.
Do I need to change my CRM?
First we review what you already use. A CRM connection is evaluated and quoted according to the required workflows; a migration is not assumed.
What happens if a person is needed?
The assistant points to the next channel or provides access to scheduling. We define the human handoff with you; we do not promise call transfer from the voice widget.
Does it include outbound calls and unlimited usage?
Channels, calls, messaging and usage are specified in the proposal. They are not included or unlimited by default.
Let's start with a task that matters.
We review your operation, choose an initial workflow and define how to verify that it works.