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Use Cases
Choose your industry from the drop-down menu
INDUSTRIES
Automotive
Ecommerce
Education
Events
Finance/Bank
Insurance
FUNCTIONS
Marketing
Sales
Service
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...
Industries
:
Ecommerce
Skills
:
Lead Generation
Channels
:
+
Functions
:
Marketing
Increase RSVPs for an event
Invite prospects/customers for a special event. Increase responses or RSVP...
Industries
:
Ecommerce
Skills
:
RSVP Confirmation
Channels
:
+
Functions
:
Marketing
Pre Sale Campaign
RSVP for an exclusive sales preview event....
Industries
:
Ecommerce
Skills
:
RSVP Confirmation
Channels
:
+
Functions
:
Marketing
Cart to Sale
Push customers to move down the shopping funnel with warm...
Industries
:
Ecommerce
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Sales
Test Drive Scheduling
To schedule a test drive during COVID situation....
Industries
:
Automotive
Skills
:
Appointment Set Up
Channels
:
SMS
Functions
:
Sales
Virtual Demo
Connect via SMS to schedule a virtual demo during COVID...
Industries
:
Automotive
Skills
:
Warm Transfer
Channels
:
SMS
Functions
:
Sales
TV & Print - Inbound Text + Call
TV & Print - Inbound text + Call...
Industries
:
Automotive
Skills
:
+
Channels
:
+
Functions
:
Sales
Preapproval
Connect with all pre approval web Applications...
Industries
:
Automotive
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Sales
Schedule a service
Follow up, connect and schedule a service...
Industries
:
Automotive
Skills
:
Warm Transfer
Channels
:
+
+
Functions
:
Service
Parts and Service Inquiry
Connect with web parts and service queries...
Industries
:
Automotive
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Service
Test Drive Scheduling
Schedule a demo appointment with the lead...
Industries
:
Automotive
Skills
:
Appointment Set Up
Channels
:
+
Quote Follow up
Follow up with prospects...
Industries
:
Automotive
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Sales
Automate call back scheduling (Customer Support)
Automate engagement with customers to schedule a call back via...
Industries
:
Insurance
Skills
:
Appointment Set Up
Channels
:
+
Set up and drive inbound calls (Multi Channel)
Use multiple channels to engage and nurture a lead to...
Industries
:
Insurance
Channels
:
+
Appointment Set up
Set up an appointment to process an loan application...
Industries
:
Finance/Bank
Skills
:
Appointment Set Up
Channels
:
+
Functions
:
Service
Credit Card Solutions
Follow up with credit card leads, engage via warm transfer...
Industries
:
Finance/Bank
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Sales
Forex
Follow up with dormant forex accounts...
Industries
:
Finance/Bank
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Marketing
Loan Disbursements
Follow up with users with loan approvals to disburse the...
Industries
:
Finance/Bank
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Marketing
Loan - Lead Generation + Warm Transfer
Generate leads to follow up with Loan qualification, and quotes...
Industries
:
Finance/Bank
Skills
:
+
Channels
:
+
Functions
:
Marketing
Loan Applicants Follow up
Follow up with the existing loan applicant leads to qualify...
Industries
:
Finance/Bank
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Sales
Drive engagement and conversions (Facebook Ads)
Generate leads from Facebook media. Automate engagement via WhatsApp and...
Industries
:
Insurance
Skills
:
+
Channels
:
WhatsApp
Functions
:
Service
Provide customer support
Initiate lead generation or provide valuable customer support through print...
Industries
:
Insurance
Skills
:
+
Channels
:
WhatsApp
Functions
:
Service
Generate leads (Inbound texts & calls)
Increase your conversion rates by leveraging TV & Print mediums...
Industries
:
Insurance
Skills
:
+
Channels
:
+
Complete pending customer payments.
Follow up, engage and drive users to complete pending payments...
Industries
:
Insurance
Skills
:
Payment Completion
Channels
:
+
Functions
:
Service
Complete document collection
Engage and follow up with users at scale to ensure...
Industries
:
Insurance
Skills
:
Document Collection
Channels
:
+
Functions
:
Service
Automate customer re-enrolments
Engage at scale and get consent to re-enroll existing insurance...
Industries
:
Insurance
Skills
:
Re-enrollment
Channels
:
+
Functions
:
Service
Generate leads and drive insurance policies
Generate leads, engage and drive inbound calls to insurance agents...
Industries
:
Insurance
Skills
:
+
Channels
:
+
Functions
:
Marketing
Convert quotes to policies
Follow up on requested quotes. Increase engagement and drive inbound...
Industries
:
Insurance
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Sales
Case Study
:
Lead Generation (via Inbound texts)
Increase your application rates by leveraging TV & Print mediums...
Industries
:
Education
Skills
:
+
Channels
:
+
Functions
:
Marketing
Increase FAFSA completions
Engage and drive FAFSA completions for the semester...
Industries
:
Education
Skills
:
Warm Transfer
Channels
:
+
Functions
:
Service
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