Digital EmployeeDemo

For service businesses

More enquiries handled. Less work left unfinished.

From the first question to the sales follow-up, work can move forward with greater continuity. Complex conversations and decisions remain with people.

Follow a request

From first contact

A request should not disappear between channels and systems.

A customer may write, call or complete a form. Every channel should lead to the same point: a request understood, recorded and assigned to the next step.

6:43 p.m.

“I would like to understand whether your service is suitable for my company and receive some initial information.”
  1. 01
    Collects information.
    Asks the agreed initial questions to understand the request.
  2. 02
    Answers what is defined.
    Uses authorised sources for frequent, verifiable information.
  3. 03
    Updates the CRM.
    Records details, channel, interest and next step.
  4. 04
    Organises the follow-up.
    Suggests an appointment or hands the conversation to the right person.
  5. 05
    Does not let the contact lapse.
    Sends agreed reminders for as long as the process permits.

Along the journey

The work changes. The context must remain.

The transition from lead to customer and from customer to support request involves different rules and people.

01

Acquisition and qualification

Collects initial data according to defined criteria and prepares the sales contact.

02

WhatsApp and frequent requests

Handles expected messages and brings anything requiring assessment to a person.

03

Phone, where appropriate

Can conduct bounded conversations with a clear identity, objective and human handover.

04

Appointments

Checks authorised availability, confirms and sends the necessary information.

05

Quotations and initial information

Collects useful data and prepares the work without inventing commercial terms.

06

CRM updates

Keeps status, notes and next steps consistent with the contact that took place.

07

Sales follow-ups

Recontacts people using the agreed frequency and tone, stopping at the defined limits.

08

Support and escalation

Answers defined cases and hands over complex ones with the context already collected.

Not everything is automatic

A relationship is not a sequence to force.

We do not promise that every phone call, sale or request can be handled automatically.

An unhappy customer, a negotiation, a non-standard quotation or an ambiguous request may need a person immediately. The Digital Employee must recognise that boundary and make the handover simple.

Practical questions

Before entrusting it with customer contact.

The channel matters less than the quality of the process and its boundaries.

Can it handle every phone call?

No. Phone is appropriate only for conversations with clear objectives, boundaries and escalation. Complex or sensitive cases may require a person immediately.

Can it qualify a lead?

It can collect and organise information according to defined criteria, without promising that every opportunity or sale can be managed automatically.

What happens if a customer is dissatisfied?

The process can provide for an immediate handover to a person, including the context and work already completed.

Show us a request that risks being left unfinished today.

We will follow the journey from first contact to the CRM, follow-up or handover to a person.

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