AGENTS

Four agents, four different jobs

This is not the same agent under four names. Each one works on different data, delivers a different result and is measured by a different yardstick. You can run one, or several chained together: one that communicates and another that takes the order.

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AT A GLANCE

What each one does

Marketing

Goal

Communicate

Messages

Starts and receives

Measured by

People contacted

Leads

Goal

Qualify the lead

Messages

Receives only

Measured by

Leads converted

Sales

Goal

Take the order

Messages

Starts and receives

Measured by

Orders taken

Checkout

Coming soon

Goal

Close the sale and collect

Messages

Starts and receives

Measured by

Sales collected

INFORMS

Marketing Agent

Communicates at scale and stays to talk.

A new development opens. A new brand arrives in the country. A service launches that nobody has asked for yet. The message goes out to thousands of people, and on the other side, instead of a flyer that cannot answer, there is someone who replies to the questions that come up.

Reaches out, with outbound messages configurable per channel.
Answers questions about what you have loaded.
Shares material: spec sheets, images, brochures.
Books a meeting or hands over the contact when the person asks.

Works on

The information and content you load.

Delivers

People contacted, questions answered, contacts handed over.

QUALIFIES

Leads Agent

Serves whoever arrives and finds out if it is worth it.

Eleven at night. Someone sees an ad for a development and wants to know the price, whether anything is still available, how payment works. On the other side there is a form and the promise of a call. They add up everything they have to go through to reach a number that may not even work for them, and they leave without giving their details.

Answers price, availability and payment terms based on what is loaded.
Shares floor plans, renders, brochures, spec sheets.
Qualifies the person: what they are looking for and what budget they have.
Books the meeting in the CRM. It can also write it to Google Calendar or Calendly.
It does not reach out. It works on what comes in.

Works on

The items you load and the visual material that goes with them. You load it from the catalog manager, or our team loads it during setup.

Delivers

A qualified lead and a meeting booked for whoever takes the case.

SELLS

Sales Agent

Takes the order and leaves it where it gets invoiced.

There are the customers who used to buy and stopped. The ones far away, where a visit costs more than the sale brings in. The businesses no small structure manages to cover. And the accounts that do have a sales rep, but do not get visited often.

Answers about products, brands, prices and offers from the CRM.
Reaches out to the base you load, with messages configurable per channel.
Builds the order inside the conversation.
Consolidates orders and sends them to whoever ships and invoices.
Notifies the sales rep by email or message when the sale falls on their accounts.

Works on

The CRM: products, brands, prices, offers and the assigned customer routes.

Delivers

Consolidated orders where they get shipped and invoiced.

It connects to Salesforce and similar CRMs.

COLLECTS Coming soon

Checkout Agent

Closes the sale and the payment without leaving the conversation.

It does everything the Sales Agent does and goes one step further: it connects to payment methods and digital wallets to close the full process.

Connects to payment methods and digital wallets.
Confirms payment inside the conversation.

When the agent does not know, there is someone

None of them improvises. If the question goes beyond what is loaded, the conversation moves to a person.

A ticket is opened and assigned.
That person enters the conversation from the platform, resolves it, and hands control back to the agent.
They can also call or send an email. They know the conversation is theirs now.
This is not a call center. Nobody on the other side is left waiting to be attended right away.

Four agents, four different jobs

What each one does

Marketing

Leads

Sales

Checkout

Marketing Agent

Leads Agent

Sales Agent

Checkout Agent

When the agent does not know, there is someone

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