How it Works
Step 1: The agent is triggered via an API/endpoint with a JSON payload.
Step 2: It fetches and extracts relevant data from CRM, ERP, or databases using their respective APIs.
Step 3: The data or lead is organized into a dynamic smart queue for prioritization.
Step 4: The agent initiates an outbound call.
Step 5: Post-call, another agent processes the transcription and conversation using AI.
Step 6: Insights from the analysis are structured into a CRM/ERP-compatible format.
Step 7: The final data is pushed back into the CRM/ERP/database via API endpoints.
