Every missed call is a missed opportunity!
What if you could ensure that every customer call is answered, no matter the time or situation? Businesses like yours invest heavily in lead generation, yet 27% of inbound calls go unanswered. Your customers crave immediate responses and don’t have time to wait. Elevate your customer service and ensure no call goes unanswered—because they deserve nothing less!
That's where Operator AI comes in! Acting as your reliable backup for Do Not Disturb (DND) situations, after-hours inquiries, and missed calls when your administrative staff or technicians are swamped with other tasks, Operator AI ensures that no customer ever feels neglected. By seamlessly integrating with Engage for call forwarding, you can maintain exceptional customer service around the clock.
Automate your customer support, enhance satisfaction, and watch your revenue grow! Don’t let another call slip through the cracks—enable Operator AI today and transform your customer experience!
What is Operator AI?
Operator AI is an AI voice receptionist designed to assist your team manage the influx of customer calls and inquiries, both during the workday and after hours. With your guidance, Operator AI will learn the ins and outs of your business, enabling it to effectively answer customer questions when they call in. Additionally, Operator AI can book appointments within FieldPulse by utilizing the services your business offers and the time frames established in your booking portal.
Additional Information about Operator AI:
Operator AI does filter out spam calls
Operator AI can handle reschedule requests and/or cancellations
Operator AI can offer a variety of languages and dialects, however each account is capped at three, including English
How Does Operator AI Work?
Your AI voice receptionist will be fully customized to meet the unique needs of your business. Think of Operator AI as an invaluable team member that grows and evolves alongside you. During the onboarding process, you’ll provide essential information through a tailored form specific to your industry. This form includes a range of questions about the services you offer, common customer inquiries, and your preferred handling methods for various scenarios. Additionally, you’ll share important details such as your timezone and the areas you service.
But it doesn’t stop there! Operator AI is designed to continuously learn and adapt to your business and your customers' needs over time. With each interaction, it becomes more attuned to your operations, ensuring that it not only meets but exceeds your customers' expectations. This ongoing learning process means that your AI receptionist will always be equipped to provide the most relevant and effective support, making it an integral part of your customer service strategy.
What Does This Look Like in FieldPulse?
Getting Started:
Utilize Engage and configure your working hours and one of our call routing options (phone tree, sequential call ring, or direct call forwarding per line) to forward potentially missed calls to Operator AI.
From Engage to Operator AI:
When a call is forwarded from Engage to Operator AI, the Operator will conduct the call and collect all relevant information, such as the requested service and desired customer availability. During the call the Operator will get a list of your company's available services from your booking portal and then match the closest service to the service being requested by your customer. The Operator will then reference the Booking Portal Find Availability for the requested service and find a time that matches your customers availability. You can create your own custom configurations for skillsets, teams sizes, and hours available for each service you offer in your booking portal. Click here to learn how.
Creating a Customer Record:
Operator AI will create a new customer record as needed within FieldPulse. Operator AI will collect the following information to create a new customer record:
Name
Phone number
Email address
Address
Additional locations (if relevant)
Additional contacts (if relevant)
The newly created customer record will then have the following tag attached to it: Operator AI Generated. You an run reports and/or filter by this tag. This will allow you to easily distinguish who became a customer of yours thanks to the help of Operator AI!
Creating a Job Record:
Operator AI will also create a new job record in FieldPulse using the information collected during the customer call as well as the customer record. The job record will contain the following information:
Service Title/Description: This will be the exact name of the service you offer and entered in your booking portal.
Job Subtitle: The subtitle will always be Operator AI Generated.
Job Tag: A tag will always be created that says Operator AI Generated. If an emergency service was requested an Emergency tag will also be created and added to the job record.
Job Notes: A transcript outlining the summary of the call taken by Operator AI will populate here.
FAQs
How in-depth are the responses Operator AI will give to my customers when they call in?
This will depend on the information you provide during the onboarding process. The more information you provide on the intake form, the better! Be as specific as possible.
What happens if the person calling in is not a current customer of mine?
No worries! Operator AI will create a new customer record for you within FieldPulse. The record will the be tagged with the following tag in our system: Operator AI Generated. This will allow you to easily distinguish who became a customer of yours thanks to the help of Operator AI!
What is a customer calls in wanting to reschedule their service?
Operator AI can help with that! Utilizing the available time slots you set up in your booking portal, Operator AI will be able to successfully reschedule the service.
What is the average length of a call taken by Operator AI?
This will obviously vary by customer and questions asked, but the average length is 1 minutes and 5 seconds. Operator AI aims to quickly answer inquiries or forward the call to another source (available office admin, on call service technician, etc.) designated by you that might know the correct answer. Your Operator AI will learn at a tenfold rate in live environments, gaining valuable insights with each interaction it has with customers. This accelerated learning will help keep call durations short and concise while still ensuring high quality.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.