How it Works
Step 1: The workflow is initiated when the agent receives a JSON payload via an API/endpoint.
Step 2: It retrieves and processes relevant data from CRM, ERP, or databases through integrated APIs.
Step 3: Leads or data points are prioritized within a dynamic smart queue.
Step 4: The agent triggers an outbound call to the customer.
Step 5: After the call, a secondary agent analyzes the conversation and transcription using AI.
Step 6: Key insights are transformed into structured, CRM/ERP-ready data formats.
Step 7: The processed data is seamlessly pushed back into the CRM/ERP/database through API integrations.
