SALES
SALES
GROWTH
GROWTH
SQUAD
SQUAD

Your Best Sales Experts for Driving Growth Qualifying, Nurturing, and Closing Deals that Scale Revenue.

The Sales Squad is your ultimate revenue accelerator built to grow pipeline, boost conversions, and drive nonstop sales. These AI agents manage every step of the sales cycle: qualifying leads, presenting offers, reactivating past customers, and upselling existing ones.

The Sales Squad is your ultimate revenue accelerator built to grow pipeline, boost conversions, and drive nonstop sales. These AI agents manage every step of the sales cycle: qualifying leads, presenting offers, reactivating past customers, and upselling existing ones.

Increase lead conversion by up to 65%

Qualify and follow up with every lead instantly, turning more inquiries into paying customers.

Recover 40% more dormant customers

Reactivate past clients with personalized outreach and re-engagement calls.

Shorten sales cycles by over 50%

Automate lead qualification, proposal intake, and follow-ups for faster deal closures.

Increase lead conversion by up to 65%

Qualify and follow up with every lead instantly, turning more inquiries into paying customers.

Recover 40% more dormant customers

Reactivate past clients with personalized outreach and re-engagement calls.

Shorten sales cycles by over 50%

Automate lead qualification, proposal intake, and follow-ups for faster deal closures.

Increase lead conversion by up to 65%

Qualify and follow up with every lead instantly, turning more inquiries into paying customers.

Recover 40% more dormant customers

Reactivate past clients with personalized outreach and re-engagement calls.

Shorten sales cycles by over 50%

Automate lead qualification, proposal intake, and follow-ups for faster deal closures.

sales-inquiry-specialist
SALES
SALES
SALES
INQUIRY
INQUIRY
INQUIRY
SPECIALIST
SPECIALIST
SPECIALIST

Leo

Your AI Sales Inquiry Specialist — converting new customer inquiries into qualified sales opportunities.

I’m Leo — the voice that answers when potential customers call to explore your offerings. I guide every inbound sales conversation with clarity and confidence, explain your products or services, answer questions, and help callers move toward a buying decision. Whether they’re ready to sign up or just curious, I turn attention into outcomes.

My personality:

Confident, persuasive, helpful, well-informed, and outcome-driven

Sales Inquiry Specialist

My tasks

Greet Callers Warmly

Welcomes callers in a friendly tone and their preferred language.

Greet Callers Warmly

Welcomes callers in a friendly tone and their preferred language.

Greet Callers Warmly

Welcomes callers in a friendly tone and their preferred language.

Identify Caller Needs

Quickly understands the nature of the inquiry using intent cues, keywords, or customer history.

Identify Caller Needs

Quickly understands the nature of the inquiry using intent cues, keywords, or customer history.

Identify Caller Needs

Quickly understands the nature of the inquiry using intent cues, keywords, or customer history.

Handle High Inbound Call Volumes

Manages several customer calls at once, ensuring every inquiry is answered promptly and no caller remains in queue.

Handle High Inbound Call Volumes

Manages several customer calls at once, ensuring every inquiry is answered promptly and no caller remains in queue.

Handle High Inbound Call Volumes

Manages several customer calls at once, ensuring every inquiry is answered promptly and no caller remains in queue.

Present Products or Services

Shares key features, benefits, and value points about your products and service offerings.

Present Products or Services

Shares key features, benefits, and value points about your products and service offerings.

Present Products or Services

Shares key features, benefits, and value points about your products and service offerings.

Address Objections

Handles questions or concerns with persuasive and helpful responses.

Address Objections

Handles questions or concerns with persuasive and helpful responses.

Address Objections

Handles questions or concerns with persuasive and helpful responses.

Send Inquiry Summary Email

Sends a customizable post-call email summarizing the customer’s inquiry, and next steps.

Send Inquiry Summary Email

Sends a customizable post-call email summarizing the customer’s inquiry, and next steps.

Send Inquiry Summary Email

Sends a customizable post-call email summarizing the customer’s inquiry, and next steps.

Capture Lead Information

Logs contact details, preferences, and call outcomes for your CRM.

Capture Lead Information

Logs contact details, preferences, and call outcomes for your CRM.

Capture Lead Information

Logs contact details, preferences, and call outcomes for your CRM.

Route Calls Efficiently

Transfers callers to the relevant staff, department or AI agent based on the defined scenerio.

Route Calls Efficiently

Transfers callers to the relevant staff, department or AI agent based on the defined scenerio.

Route Calls Efficiently

Transfers callers to the relevant staff, department or AI agent based on the defined scenerio.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Slack

Slack

Sends post call summaries and agent activity alerts.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Custom Sales Conversation Flow

Define how Leo presents offerings, handles objections, and captures lead details.

INCLUDED

Custom Sales Conversation Flow

Define how Leo presents offerings, handles objections, and captures lead details.

INCLUDED

Custom Sales Conversation Flow

Define how Leo presents offerings, handles objections, and captures lead details.

INCLUDED

Dynamic Offer or Pricing Integration

Enable agent to reference real-time pricing or promotional APIs during calls.

ADDITIONAL

Dynamic Offer or Pricing Integration

Enable agent to reference real-time pricing or promotional APIs during calls.

ADDITIONAL

Dynamic Offer or Pricing Integration

Enable agent to reference real-time pricing or promotional APIs during calls.

ADDITIONAL

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

sales-order-specialist
SALES
SALES
SALES
ORDER
ORDER
ORDER
SPECIALIST
SPECIALIST
SPECIALIST

Emelie

Your AI Sales Order & Proposal Specialist — collecting precise details to prepare accurate quotes and ensure no information is missed before closing a deal

I’m Emelie — your AI Sales Order Specialist. I connect with customers to capture every order detail clearly and accurately. From product specifications to delivery timelines, I ensure nothing is missed before passing it to your sales or fulfillment team. My focus is precision, consistency, and helping your business deliver quotes and proposals faster — without back-and-forth delays.

My personality:

Professional, patient, and detail-oriented — calm under pressure, clear in communication, and always focused on accuracy and customer experience.

Sales Order Collection Specialist

My tasks

Greet Callers Warmly

Welcomes callers in a friendly tone and their preferred language.

Greet Callers Warmly

Welcomes callers in a friendly tone and their preferred language.

Greet Callers Warmly

Welcomes callers in a friendly tone and their preferred language.

Handle High Inbound Call Volumes

Manages several customer calls at once, ensuring every inquiry is answered promptly and no caller remains in queue.

Handle High Inbound Call Volumes

Manages several customer calls at once, ensuring every inquiry is answered promptly and no caller remains in queue.

Handle High Inbound Call Volumes

Manages several customer calls at once, ensuring every inquiry is answered promptly and no caller remains in queue.

Collect Order & Proposal Details

Gathers complete information about requested products or services requirements.

Collect Order & Proposal Details

Gathers complete information about requested products or services requirements.

Collect Order & Proposal Details

Gathers complete information about requested products or services requirements.

Trigger Proposal or Quote Creation

Sends validated information to your internal team or automation flow for fast turnaround.

Trigger Proposal or Quote Creation

Sends validated information to your internal team or automation flow for fast turnaround.

Trigger Proposal or Quote Creation

Sends validated information to your internal team or automation flow for fast turnaround.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Send Order Summary Email

Sends a branded summary email containing the order or proposal details for customer confirmation.

Send Order Summary Email

Sends a branded summary email containing the order or proposal details for customer confirmation.

Send Order Summary Email

Sends a branded summary email containing the order or proposal details for customer confirmation.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Slack

Slack

Sends post call summaries and agent activity alerts.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Product-Based Question Logic

Configure custom questions that adapt dynamically based on the selected product or service category.

INCLUDED

Product-Based Question Logic

Configure custom questions that adapt dynamically based on the selected product or service category.

INCLUDED

Product-Based Question Logic

Configure custom questions that adapt dynamically based on the selected product or service category.

INCLUDED

Quote or Proposal Trigger Setup

Sends validated order data to your provided API for automated proposal generation.

INCLUDED

Quote or Proposal Trigger Setup

Sends validated order data to your provided API for automated proposal generation.

INCLUDED

Quote or Proposal Trigger Setup

Sends validated order data to your provided API for automated proposal generation.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

lead-qualification-specialist
LEAD
LEAD
LEAD
QUALIFYING
QUALIFYING
QUALIFYING
SPECIALIST
SPECIALIST
SPECIALIST

Caleb

Your AI Sales Qualifier Specialist — built to analyze lead potential, assess interest level, and pass only qualified opportunities to your sales team for follow-up.

I’m Caleb — your AI sales qualifier. I follow up with leads collected through forms, cold outreach, events, or referrals. I ask structured questions to assess budget, timeline, and intent, so your human sales team focuses only on the highest-quality prospects. I bring precision to your pipeline and clarity to your next steps.

My personality:

Objective, structured, analytical, professional, and results-oriented

Sales Lead Qualifying Specialist

My tasks

Call New Leads

Perform outbound call to leads collected from inquiries, campaigns, or events.

Call New Leads

Perform outbound call to leads collected from inquiries, campaigns, or events.

Call New Leads

Perform outbound call to leads collected from inquiries, campaigns, or events.

Ask Structured Qualification Questions

Uses tailored question sets to assess a prospect’s budget, need, timeline, and decision readiness.

Ask Structured Qualification Questions

Uses tailored question sets to assess a prospect’s budget, need, timeline, and decision readiness.

Ask Structured Qualification Questions

Uses tailored question sets to assess a prospect’s budget, need, timeline, and decision readiness.

Score Leads Automatically

Assigns qualification scores in real time based on prospect responses, ensuring consistent lead evaluation.

Score Leads Automatically

Assigns qualification scores in real time based on prospect responses, ensuring consistent lead evaluation.

Score Leads Automatically

Assigns qualification scores in real time based on prospect responses, ensuring consistent lead evaluation.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Transfer Qualified Leads

Sends high-scoring leads directly to your Sales Order Specialist or human sales team.

Transfer Qualified Leads

Sends high-scoring leads directly to your Sales Order Specialist or human sales team.

Transfer Qualified Leads

Sends high-scoring leads directly to your Sales Order Specialist or human sales team.

Send Qualification Summary Email

Delivers a brief, branded summary email confirming collected lead details and next steps.

Send Qualification Summary Email

Delivers a brief, branded summary email confirming collected lead details and next steps.

Send Qualification Summary Email

Delivers a brief, branded summary email confirming collected lead details and next steps.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Slack

Slack

Sends post call summaries and agent activity alerts.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Qualification Question Flow

Define structured qualification questions (e.g., budget, timeline, intent, decision-maker).

INCLUDED

Qualification Question Flow

Define structured qualification questions (e.g., budget, timeline, intent, decision-maker).

INCLUDED

Qualification Question Flow

Define structured qualification questions (e.g., budget, timeline, intent, decision-maker).

INCLUDED

Lead Scoring Logic Setup

Configure scoring ranges and weightings to prioritize high-intent leads automatically.

INCLUDED

Lead Scoring Logic Setup

Configure scoring ranges and weightings to prioritize high-intent leads automatically.

INCLUDED

Lead Scoring Logic Setup

Configure scoring ranges and weightings to prioritize high-intent leads automatically.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

lead-follow-up-specialist
SALES
SALES
SALES
FOLLOW-UP
FOLLOW-UP
FOLLOW-UP
SPECIALIST
SPECIALIST
SPECIALIST

Jessica

Your AI Sales Follow-Up Specialist — built to nurture interested prospects, address remaining concerns, and guide them toward closing the sale.

I’m Jessica — your AI follow-up agent. I call leads who’ve shown interest but haven’t yet committed. Whether they have requested a quote, asked for info, or paused mid-decision, I re-engage them with helpful answers and timely reminders. I make sure no opportunity slips through the cracks.

My personality:

Helpful, attentive, patient, conversational, and conversion-focused

Sales Follow-Up Specialist

My tasks

Call Warm or Idle Leads

Reaches out to prospects who previously showed interest but haven’t yet converted.

Call Warm or Idle Leads

Reaches out to prospects who previously showed interest but haven’t yet converted.

Call Warm or Idle Leads

Reaches out to prospects who previously showed interest but haven’t yet converted.

Reference Past Interactions

Reviews previous calls, emails, or inquiries to personalize follow-up discussions and build context.

Reference Past Interactions

Reviews previous calls, emails, or inquiries to personalize follow-up discussions and build context.

Reference Past Interactions

Reviews previous calls, emails, or inquiries to personalize follow-up discussions and build context.

Share Updated Offers or Promotions

Introduces new deals, bundles, or service updates that may appeal to previously inactive leads.

Share Updated Offers or Promotions

Introduces new deals, bundles, or service updates that may appeal to previously inactive leads.

Share Updated Offers or Promotions

Introduces new deals, bundles, or service updates that may appeal to previously inactive leads.

Answer Common Questions

Provides clear, helpful information about products pricing, upgrades or added benefits.

Answer Common Questions

Provides clear, helpful information about products pricing, upgrades or added benefits.

Answer Common Questions

Provides clear, helpful information about products pricing, upgrades or added benefits.

Schedule a Follow-Up Call

Offers another call time if the lead is busy or prefers to continue the discussion later.

Schedule a Follow-Up Call

Offers another call time if the lead is busy or prefers to continue the discussion later.

Schedule a Follow-Up Call

Offers another call time if the lead is busy or prefers to continue the discussion later.

Transfer Re-Engaged Leads

Routes interested or ready-to-buy leads to the Sales Order Specialist or sales team for closing.

Transfer Re-Engaged Leads

Routes interested or ready-to-buy leads to the Sales Order Specialist or sales team for closing.

Transfer Re-Engaged Leads

Routes interested or ready-to-buy leads to the Sales Order Specialist or sales team for closing.

Send Follow-Up Email

Delivers a customized post-call email summarizing key points or renewed offers.

Send Follow-Up Email

Delivers a customized post-call email summarizing key points or renewed offers.

Send Follow-Up Email

Delivers a customized post-call email summarizing key points or renewed offers.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

Airtable

WhatsApp

Sends follow-ups, reminders, or updates via automated chat messages.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Follow-Up Frequency Rules

Define how many attempts or days between follow-ups before escalation or closure.

INCLUDED

Follow-Up Frequency Rules

Define how many attempts or days between follow-ups before escalation or closure.

INCLUDED

Follow-Up Frequency Rules

Define how many attempts or days between follow-ups before escalation or closure.

INCLUDED

Dynamic Offer or Pricing Integration

Enable agent to reference real-time pricing or promotional APIs during calls.

ADDITIONAL

Dynamic Offer or Pricing Integration

Enable agent to reference real-time pricing or promotional APIs during calls.

ADDITIONAL

Dynamic Offer or Pricing Integration

Enable agent to reference real-time pricing or promotional APIs during calls.

ADDITIONAL

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

customer-reactivation-specialist
CUSTOMER
CUSTOMER
CUSTOMER
REACTIVATION
REACTIVATION
REACTIVATION
SPECIALIST
SPECIALIST
SPECIALIST

Aria

Your AI Customer Reactivation Specialist — designed to reconnect with dormant customers, rebuild relationships, and convert inactive accounts back into loyal buyers.

I’m Aria — your AI agent dedicated to bringing back past customers. I reach out to people who’ve paused, canceled, or gone quiet. I remind them what they loved, introduce new offers, and open the door for a return. Whether it’s been a month or a year, I reconnect with empathy and purpose to turn past relationships into fresh opportunities.

My personality:

Warm, empathetic, encouraging, understanding, and relationship-focused

Customer Reactivation Specialist

My tasks

Reach Out to Past Customers

Contacts customers who’ve paused, canceled, or gone inactive to reintroduce your products or services.

Reach Out to Past Customers

Contacts customers who’ve paused, canceled, or gone inactive to reintroduce your products or services.

Reach Out to Past Customers

Contacts customers who’ve paused, canceled, or gone inactive to reintroduce your products or services.

Reference Purchase & Engagement History

Reviews the customer’s past orders or interactions for a more personal conversation.

Reference Purchase & Engagement History

Reviews the customer’s past orders or interactions for a more personal conversation.

Reference Purchase & Engagement History

Reviews the customer’s past orders or interactions for a more personal conversation.

Collect Feedback on Cancellations

Asks customers why they paused or canceled their subscription to identify service improvement opportunities.

Collect Feedback on Cancellations

Asks customers why they paused or canceled their subscription to identify service improvement opportunities.

Collect Feedback on Cancellations

Asks customers why they paused or canceled their subscription to identify service improvement opportunities.

Re-Engage with Personalized Offers

Shares new promotions, loyalty deals, or service updates to spark renewed interest.

Re-Engage with Personalized Offers

Shares new promotions, loyalty deals, or service updates to spark renewed interest.

Re-Engage with Personalized Offers

Shares new promotions, loyalty deals, or service updates to spark renewed interest.

Answer Common Questions

Provides clear, helpful information about products pricing, upgrades or added benefits.

Answer Common Questions

Provides clear, helpful information about products pricing, upgrades or added benefits.

Answer Common Questions

Provides clear, helpful information about products pricing, upgrades or added benefits.

Route Active Opportunities

Transfers re-engaged customers to your sales or success team for order confirmation or upgrade handling.

Route Active Opportunities

Transfers re-engaged customers to your sales or success team for order confirmation or upgrade handling.

Route Active Opportunities

Transfers re-engaged customers to your sales or success team for order confirmation or upgrade handling.

Send Reactivation Summary Email

Sends a branded post-call email summarizing the discussed offers or renewal details.

Send Reactivation Summary Email

Sends a branded post-call email summarizing the discussed offers or renewal details.

Send Reactivation Summary Email

Sends a branded post-call email summarizing the discussed offers or renewal details.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

Airtable

WhatsApp

Sends follow-ups, reminders, or updates via automated chat messages.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Reactivation Offer Templates

Add branded promotions, loyalty discounts, or renewal offers agent can present to customers.

INCLUDED

Reactivation Offer Templates

Add branded promotions, loyalty discounts, or renewal offers agent can present to customers.

INCLUDED

Reactivation Offer Templates

Add branded promotions, loyalty discounts, or renewal offers agent can present to customers.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

service-upselling-specialist
SERVICE
SERVICE
SERVICE
UPSELLING
UPSELLING
UPSELLING
SPECIALIST
SPECIALIST
SPECIALIST

Martin

Your AI Services Upseller Specialist — designed to identify expansion opportunities, present value-driven offers, and help your business grow existing accounts effortlessly.

I’m Martin — your AI agent focused on uncovering new needs from existing customers. I reach out to clients who’ve already purchased and introduce relevant upgrades, add-ons, or premium offers. I help increase revenue without acquiring new leads by turning satisfied buyers into repeat or higher-value customers.

My personality:

Confident, value-driven, persuasive, positive, and customer-focused

Service Upselling Specialist

My tasks

Reach Out to Existing Customers

Contacts recent and past customers with active plans to introduce upgrades, add-ons, or new service offers.

Reach Out to Existing Customers

Contacts recent and past customers with active plans to introduce upgrades, add-ons, or new service offers.

Reach Out to Existing Customers

Contacts recent and past customers with active plans to introduce upgrades, add-ons, or new service offers.

Present Upsell & Add-On Opportunities

Recommends higher-tier packages, premium plans, or complementary services based on customer’s past purchases.

Present Upsell & Add-On Opportunities

Recommends higher-tier packages, premium plans, or complementary services based on customer’s past purchases.

Present Upsell & Add-On Opportunities

Recommends higher-tier packages, premium plans, or complementary services based on customer’s past purchases.

Answer Customer Questions

Addresses product, pricing, or feature questions clearly to help customers make confident upgrade decisions.

Answer Customer Questions

Addresses product, pricing, or feature questions clearly to help customers make confident upgrade decisions.

Answer Customer Questions

Addresses product, pricing, or feature questions clearly to help customers make confident upgrade decisions.

Highlight Benefits & ROI

Explains how upgrading improves results, efficiency, or long-term savings for the customer.

Highlight Benefits & ROI

Explains how upgrading improves results, efficiency, or long-term savings for the customer.

Highlight Benefits & ROI

Explains how upgrading improves results, efficiency, or long-term savings for the customer.

Transfer Interested Customers

Routes ready-to-upgrade customers to your Sales Order Specialist or billing team to complete the process.

Transfer Interested Customers

Routes ready-to-upgrade customers to your Sales Order Specialist or billing team to complete the process.

Transfer Interested Customers

Routes ready-to-upgrade customers to your Sales Order Specialist or billing team to complete the process.

Send Offer Summary Email

Sends a branded email summarizing the upgrade options discussed and next steps.

Send Offer Summary Email

Sends a branded email summarizing the upgrade options discussed and next steps.

Send Offer Summary Email

Sends a branded email summarizing the upgrade options discussed and next steps.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

Airtable

WhatsApp

Sends follow-ups, reminders, or updates via automated chat messages.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Warm or Cold Transfer Preferences

Define how and when calls are handed off to your team or AI agent.

INCLUDED

Upsell Offer Templates

Add predefined offers, premium plans, or bundle options agent can present during calls.

INCLUDED

Upsell Offer Templates

Add predefined offers, premium plans, or bundle options agent can present during calls.

INCLUDED

Upsell Offer Templates

Add predefined offers, premium plans, or bundle options agent can present during calls.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

post-sales-feedback-specialist
POST-SALES
POST-SALES
POST-SALES
FEEDBACK
FEEDBACK
FEEDBACK
SPECIALIST
SPECIALIST
SPECIALIST

Marlene

Your AI Feedback Collection Specialist — designed to contact customers after a purchase or service completion, gather insights, and deliver actionable reports that help your business continuously improve.

I’m Marlene — your AI voice agent dedicated to capturing the customer’s voice right after a sale, service, or delivery. I collect feedback while the experience is still fresh, calling at the perfect time to ask how things went, gather candid responses, and uncover insights your team can use to improve retention, reputation, and results. I help ensure every customer experience becomes a learning opportunity.

My personality:

Objective, clear, sincere, observant, and detail-focused

Post-Sales Feedback Specialist

My tasks

Reach Out for Feedback Calls

Contacts customers after a sale, service, or delivery while the experience is still fresh.

Reach Out for Feedback Calls

Contacts customers after a sale, service, or delivery while the experience is still fresh.

Reach Out for Feedback Calls

Contacts customers after a sale, service, or delivery while the experience is still fresh.

Collect Detailed Feedback

Asks thoughtful, structured questions to uncover satisfaction levels and improvement areas.

Collect Detailed Feedback

Asks thoughtful, structured questions to uncover satisfaction levels and improvement areas.

Collect Detailed Feedback

Asks thoughtful, structured questions to uncover satisfaction levels and improvement areas.

Report Feedback Insights

Compiles key findings for your service or management team to act on.

Report Feedback Insights

Compiles key findings for your service or management team to act on.

Report Feedback Insights

Compiles key findings for your service or management team to act on.

Recommend Next-Step Actions

Suggests proactive measures such as loyalty offers, service upgrades, or follow-up reviews.

Recommend Next-Step Actions

Suggests proactive measures such as loyalty offers, service upgrades, or follow-up reviews.

Recommend Next-Step Actions

Suggests proactive measures such as loyalty offers, service upgrades, or follow-up reviews.

Send Feedback Summary Email

Sends a confirmation or thank-you email summarizing the discussion or next steps.

Send Feedback Summary Email

Sends a confirmation or thank-you email summarizing the discussion or next steps.

Send Feedback Summary Email

Sends a confirmation or thank-you email summarizing the discussion or next steps.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Feedback Question Templates

Define open- or close-ended question sets to measure satisfaction, NPS, or service quality.

INCLUDED

Feedback Question Templates

Define open- or close-ended question sets to measure satisfaction, NPS, or service quality.

INCLUDED

Feedback Question Templates

Define open- or close-ended question sets to measure satisfaction, NPS, or service quality.

INCLUDED

Rating Scale Logic Setup

Configure numerical or sentiment-based rating systems (e.g., 1–5 scale, positive/neutral/negative).

INCLUDED

Rating Scale Logic Setup

Configure numerical or sentiment-based rating systems (e.g., 1–5 scale, positive/neutral/negative).

INCLUDED

Rating Scale Logic Setup

Configure numerical or sentiment-based rating systems (e.g., 1–5 scale, positive/neutral/negative).

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

relationship-insights-specialist
RELATIONSHIP
RELATIONSHIP
RELATIONSHIP
INSIGHTS
INSIGHTS
INSIGHTS
SPECIALIST
SPECIALIST
SPECIALIST

Amy

Your AI Relationship Insights Specialist — designed to engage customers periodically, gather experience insights, and provide data-driven visibility into account health so your team can act before issues escalate.

I’m Amy — the one who checks in with your customers like a thoughtful team member would. I regularly reach out to loyal customers who’ve been with your business for over a year. My goal is to maintain strong relationships by understanding their business challenges, uncovering obstacles, and exploring how your service can better support their goals. I eliminate the silos of silence that often form after a sale and make sure your customer relationships stay meaningful, proactive, and growth-oriented.

My personality:

Genuine, curious, attentive, calm, and customer-first

Relationship Insights Specialist

My tasks

Connect with Existing Customers

Reaches out to long-term customers to maintain engagement and ensure satisfaction.

Connect with Existing Customers

Reaches out to long-term customers to maintain engagement and ensure satisfaction.

Connect with Existing Customers

Reaches out to long-term customers to maintain engagement and ensure satisfaction.

Discuss Customer Experience

Gathers insights about recent interactions, service satisfaction, and improvement areas.

Discuss Customer Experience

Gathers insights about recent interactions, service satisfaction, and improvement areas.

Discuss Customer Experience

Gathers insights about recent interactions, service satisfaction, and improvement areas.

Capture Relationship Insights

Documents customer goals, preferences, and reasons for staying or leaving.

Capture Relationship Insights

Documents customer goals, preferences, and reasons for staying or leaving.

Capture Relationship Insights

Documents customer goals, preferences, and reasons for staying or leaving.

Recommend Next-Step Actions

Suggests proactive measures such as loyalty offers, service upgrades, or follow-up reviews.

Recommend Next-Step Actions

Suggests proactive measures such as loyalty offers, service upgrades, or follow-up reviews.

Recommend Next-Step Actions

Suggests proactive measures such as loyalty offers, service upgrades, or follow-up reviews.

Send Follow-Up Summary Email

Sends a personalized thank-you or summary email highlighting discussed insights and next steps.

Send Follow-Up Summary Email

Sends a personalized thank-you or summary email highlighting discussed insights and next steps.

Send Follow-Up Summary Email

Sends a personalized thank-you or summary email highlighting discussed insights and next steps.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Schedule a Callback

Offers a callback option if the user is busy and prefers to schedule a call later.

Route Calls Efficiently

Transfers callers to the relevant staff, department or AI agent based on the defined scenerio.

Route Calls Efficiently

Transfers callers to the relevant staff, department or AI agent based on the defined scenerio.

Route Calls Efficiently

Transfers callers to the relevant staff, department or AI agent based on the defined scenerio.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Update CRM Records

Logs call outcomes directly into your CRM to maintain a clean, up-to-date pipeline.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Log Call Details

Summarizes call outcomes and records key details for reporting and performance tracking.

Supported integrations

Airtable

Airtable

Stores structured call data and integrates with automated workflows.

GoHighLevel CRM

GoHighLevel

Syncs contacts, forms and engagement activity with your CRM pipeline.

hubspot crm

HubSpot

Syncs contacts, forms and engagement activity with your CRM pipeline.

Twilio

Twilio

Handles voice routing, call recording, and phone number management.

We support integrations with other online services that provide API access. Additional charges will apply.

Agent customization

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Bilingual or Multilingual Support

Configure your agent to converse fluently in multiple languages.

ADDITIONAL

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Personalized Geeting Scripts

Custom greetings aligned with your business tone and brand.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

Post-Call Summary Email Template

Customize customer-facing follow-up emails summarizing discussed inquiry, offer or other details.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

CRM Integration Setup

Sync call notes and outcomes to HubSpot, or GoHighLevel.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

Agent Profile Customization

Choose your agent’s name, accent, and tone to fit your brand identity.

INCLUDED

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

AI Avatar Image Generation

Create a unique virtual identity of your agent for your website and marketing.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Personal Voice Cloning & Integration

Use your own cloned voice for more personalized experience.

ADDITIONAL

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Language support

plus 20 other languages support

English

Spanish

French

German

Italian

Arabic

Chinese

Hindi

Portuguese

Swedish

Finnish

Polish

Squad In Action

Experience PRIME SQUAD AI agents in real-world conversations. These demos show how your AI agents interact with customers, leads, and team members confidently, professionally, and always on brand.

Experience PRIME SQUAD AI agents in real-world conversations. These demos show how your AI agents interact with customers, leads, and team members confidently, professionally, and always on brand.

Post-Sales Feedback Specialist

Listen to Marlene capture feedback from a guest who recently stayed at Coastal Pearl Resort & Spa.

0:00/1:34

Customer Reactivation Specialist

Listen to Aria reconnect with a past customer and reignite their interest in a new service offer.

0:00/1:34

Sales Lead Qualifying Specialist

Listen to Caleb qualify a new sales lead generated from a solar panel Facebook campaign.

0:00/1:34

Sales Order Collection Specialist

Hear Emelie guide a new lead through a detailed conversation to understand their home-buying needs.

0:00/1:34

YOUR DATA ISN'T OUR BUSINESS. KEEP IT SAFE IS

YOUR DATA ISN'T OUR BUSINESS. KEEP IT SAFE IS

YOUR DATA ISN'T OUR BUSINESS. KEEP IT SAFE IS

Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.

Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.

Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.

Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.

Explore Other Squads

Explore Other Squads

Sales Squad

Closing deals even while you sleep

From lead qualification to reactivation, your AI sales team keeps your pipeline full and revenue growing around the clock.

Sales Squad

Closing deals even while you sleep

From lead qualification to reactivation, your AI sales team keeps your pipeline full and revenue growing around the clock.

Sales Squad

Closing deals even while you sleep

From lead qualification to reactivation, your AI sales team keeps your pipeline full and revenue growing around the clock.

HR Squad

From first interview to final feedback — handled

Automate hiring, onboarding, check-ins, and exit interviews with AI agents that keep your HR processes moving.

HR Squad

From first interview to final feedback — handled

Automate hiring, onboarding, check-ins, and exit interviews with AI agents that keep your HR processes moving.

HR Squad

From first interview to final feedback — handled

Automate hiring, onboarding, check-ins, and exit interviews with AI agents that keep your HR processes moving.

Support Squad

Support that never sleeps or burns out

Your AI squad answers questions, troubleshoots problems, and routes issues calmly, anytime your customers call.

Support Squad

Support that never sleeps or burns out

Your AI squad answers questions, troubleshoots problems, and routes issues calmly, anytime your customers call.

Support Squad

Support that never sleeps or burns out

Your AI squad answers questions, troubleshoots problems, and routes issues calmly, anytime your customers call.

Have Questions?
Have Questions?
Have Questions?

Talk to Leo, our AI Sales Inquiry Specialist.

Talk to Leo, our AI Sales Inquiry Specialist.

Talk to Leo, our AI Sales Inquiry Specialist.

Whether you're exploring your first AI squad or need help deciding which one fits your business best, Leo is here to guide you.

Whether you're exploring your first AI squad or need help deciding which one fits your business best, Leo is here to guide you.

Whether you're exploring your first AI squad or need help deciding which one fits your business best, Leo is here to guide you.