How it Works
Step 1: The process begins when the agent is activated via an API/endpoint with a JSON payload.
Step 2: It gathers and processes relevant information from CRM, ERP, or databases using connected APIs.
Step 3: The data or leads are sorted and prioritized in a dynamic smart queue.
Step 4: The agent initiates an outbound call to the customer.
Step 5: Post-call, another agent analyzes the conversation and transcription using AI.
Step 6: The extracted insights are structured into formats compatible with CRM/ERP systems.
Step 7: The final output is pushed back into the CRM/ERP/database through API endpoints.
