Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
View every step taken while using your decision tree
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
Agents don’t waste time searching through knowledge base articles
Auto-fill CRM fields based on patient answers or agent actions
View every step taken while using your workflow
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Improved agent productivity.
All from one screen.

Boost call compliance

Review and approve agent workflows ahead of go-live to ensure compliance with internal policies.

Easy-to-follow agent workflows reduce the training time required to get new agents up to speed.

Our interactive workflows direct agents to get to resolutions faster, and with fewer escalations.

How it works

1. Build a workflow

1.

Create agent workflows with bite-sized info to direct your agents to the next best action - with no code required.

2. Integrate it

2.

Embed your workflow into Salesforce so your data is always synced and your agents can work out of one place.

3. Follow it

3.

Say goodbye to hunting for answers while keeping your customers on hold. Empower your agents to have all the right answers at the right time.

Hear it from our customers

Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Features
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