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Use Cases
VERTICALS
Automotive
Ecommerce
Education
Events
Finance/Bank
Insurance
A skill is a task assigned to achieve an objective.
Select any option from the available list of skills to learn more about how they can be applied. A custom skill can be developed on request.
SKILLS
Application submission
Appointment Set Up
Customer Support
Document Collection
Lead Generation
Payment Completion
Re-enrollment
Renewal
RSVP Confirmation
Survey
Warm Transfer
CHANNELS
FB Messenger
SMS
WebChat
WhatsApp
Filter
Media to Lead Generation
Media to Lead Gen
Ecommerce
Lead Generation
+
Special Event
RSVP for special event
Ecommerce
RSVP Confirmation
+
Pre Sale Campaign
RSVP for an exclusive sales preview event.
Ecommerce
RSVP Confirmation
+
Cart to Sale
Push customers to move down the shopping funnel with warm
Ecommerce
Warm Transfer
+
Test Drive Scheduling
To schedule a test drive during COVID situation.
Automotive
Appointment Set Up
SMS
Virtual Demo
Connect via SMS to schedule a virtual demo during COVID
Automotive
Warm Transfer
SMS
TV & Print - Inbound Text + Call
TV & Print - Inbound text + Call
Automotive
+
+
Preapproval
Connect with all pre approval web Applications
Automotive
Warm Transfer
+
Schedule a service
Follow up, connect and schedule a service
Automotive
Warm Transfer
+
+
Parts and Service Inquiry
Connect with web parts and service queries
Automotive
Warm Transfer
+
Test Drive Scheduling
Schedule a demo appointment with the lead
Automotive
Appointment Set Up
+
Quote Follow up
Follow up with prospects
Automotive
Warm Transfer
+
Set up Appointments
Set up an call back appointment to answer queries via
Insurance
Appointment Set Up
+
Set up Warm Transfers - Omni Channel
A warm transfer solution in India, shift the channel from
Insurance
+
Appointment Set up
Set up an appointment to process an loan application
Finance/Bank
Appointment Set Up
+
Credit Card Solutions
Follow up with credit card leads, engage via warm transfer
Finance/Bank
Warm Transfer
+
Forex
Follow up with dormant forex accounts
Finance/Bank
Warm Transfer
+
Loan Disbursements
Follow up with users with loan approvals to disburse the
Finance/Bank
Warm Transfer
+
Loan - Lead Generation + Warm Transfer
Generate leads to follow up with Loan qualification, and quotes
Finance/Bank
+
+
Loan Applicants Follow up
Follow up with the existing loan applicant leads to qualify
Finance/Bank
Warm Transfer
+
FB Ads - Customer Support
Generate leads from FB ad sources and engage with automation
Insurance
+
WhatsApp
Print - Customer Support
Generate leads from Print ad sources and engage with automation
Insurance
+
WhatsApp
TV & Print - Inbound text + Call
Generate a lead via TV or Print ads, set up
Insurance
+
+
Payment Completion
Follow up with users to complete pending payments.
Insurance
Payment Completion
+
Doc Collection
Follow up with users to ensure all the required docs
Insurance
Document Collection
+
Re-enrollments
Consent to re-enroll customers for the next year.
Insurance
Re-enrollment
+
Lead Generation + Contact
Generate a lead, set up a call with the insurance
Insurance
+
+
Lead to Contact
Send quotes and transfer calls to insurance agents
Insurance
Warm Transfer
+
Case Study :
TV & Print / Inbound text - Lead Generation to Application
Receive inbound texts to generate a lead, and collect lead
Education
+
+
Financial Aid
Increase FAFSA completions for the semester
Education
Warm Transfer
+
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