Sarah(Your Co-pilot)Hey Camille.
You’ve been speaking continuously for ~40 seconds.
Pause and re-engage. Invite Rachel’s perspective before continuing.
Heads up, Camille.
Rachel just raised a budget concern.
Acknowledge it, then show what one missed insight costs her team.
Before you wrap up, Camille.
Next steps haven’t been agreed yet.
Suggest a follow-up date, and ask who else on her team should join.
Agents see what to say and do next, based on where the conversation is going.
Confirm Kai’s account with a date of birth.
“What made you look at other plans?”
“You qualify for 20% off for six months.”
Send Kai the new plan summary by text.
Product, policy and account answers appear as the customer asks, with no searching.
Does the Plus plan cover roaming?
Can I get last month refunded?
When is my next payment due?
Yes. Calls and data work in 40 countries at no extra cost.
Yes, within 30 days. The last payment was 12 days ago.
On the 3rd: $39, paid by autopay.
Agents get prompted for required disclosures and steps before the call ends.
When an AI agent hands off, your agent gets the conversation summary and suggested next step.
SarahPicks it upPrompts appear only when they help, and agents can dismiss them with one click.
It uses your playbook, knowledge base and what your top performers do on similar calls.
Voice and chat.
Yes. New agents handle live calls with guidance from day one.
Your phone or chat system, and your knowledge base or playbook. Most teams go live within 2 weeks.
