Sales and customers
Calls to customers you already have
The agent makes onboarding, renewal, win-back, and feedback calls on the schedule you set.
What this agent is for
- Used for onboarding, renewals, win-back, and feedback.
- Use a shared customer list, or a separate list per agent.
- You see a readiness score and what is left to do before anything runs.
How it sounds. It is polite, and it thanks the person for their time.
The same steps for every kind of call
You choose this kind of call, name the project, and set the schedule.
Upload a CSV with the names and phone numbers of the people to call. Add any other details you want your agent to know.
You then see a readiness score, in plain English, that says what is left before anything runs.
How the setup and the score workHow a call can open
Names and businesses are samples.
Hi Priya, I'm Ava, an AI assistant from Fieldnote. You started your account last Tuesday, so I'm checking in to see how setup is going.
When your account opens
Join the waitlist and we'll let you know when your spot is ready.