Description

Inbound Calls

• Call Routing: During working hours, the AI Phone Attendant automatically handles incoming calls to the assigned number.
• After-Hours Handling: Calls received outside working hours follow your configured settings (e.g., forwarded to voicemail or another number).

Call Actions

During calls, the agent can perform various actions to help you manage contact data and move the lead or customer into the next step in the process.

• Update Contact Fields: Automatically saves collected information to the customer’s contact record.
• Trigger Workflows: Initiates predefined workflows based on call content.
• End Calls: Concludes the call politely when appropriate.
• Transfer Calls: Connects the caller to a human agent under certain conditions.
• Send SMS: Dispatches text messages with relevant information or follow-ups.

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Frequently Asked Questions

Q: Can I use my existing CRM tracking phone numbers with the AI Phone Attendant? Yes, you can assign any available phone number to the AI Phone Attendant in your account, provided it isn’t already configured for other specialized functions like IVR.

Q: Can the AI Phone Attendant automatically collect customer information and create contact records? Absolutely. The AI Phone Attendant can collect details such as name, email, and address and automatically update or create contact records in your CRM.

Q: Can the AI Phone Attendant schedule appointments during a call? While the AI Phone Attendant can collect information and trigger workflows, direct appointment scheduling requires integration with your calendar system through workflows.

Q: Can I have multiple AI Phone Attendants and phone numbers? Yes, you can create multiple AI Phone Attendants, each with its own assigned phone number and unique configurations, to handle different departments or services.

Q: How do I update the AI Phone Attendant’s knowledge base? In the Phone Attendant Goals section, you can provide updated information in the prompts or business details to train the agent on new products, services, or FAQs. During the implementation phase, we will handle all this for you and tweak the prompts until you are satisfied with the results after testing.

Q: Can the AI Phone Attendant handle call routing and transfers? Yes, the AI Phone Attendant can be configured to transfer calls to human agents based on specific conditions you define.

Q: Does AI Phone Attendan work only with the CRM Phone System, or does it also work with a Twilio account? Currently, the AI Phone Attendant’s Voice capabilities only work with our Click IT CRM Lead Connector Phone System. It does not work on accounts using direct integration with Twilio, only Lead Connector numbers.

FYI About the Cost

1. Our AI Phone Attendant costs less than a typical humanoid phone service.
   1. The cost of setting up and maintaining a typical humanoid telephone answering service can vary based on several factors, including the type of service, call volume, and specific features required. Here’s a general overview:
      1. Setup Costs
         Initial Setup Fees: Some providers may charge a one-time setup fee ranging from $0 to $501.
      2. Monthly Charges
         Per Call: The cost per call typically ranges from $0.59 to $1.302.
         Per Minute: If billed by the minute, the cost averages between $1.36 and $1.43 per minute.
         Monthly Plans: For a standard plan, you might expect to pay around $58 for 45-75 calls per month.

These costs can vary depending on the provider and the specific needs of your business. Some providers offer flexible plans that allow you to adjust based on your call volume, which can help manage costs effectively.

For the current incremental rates that Click IT CRM charges for this service (which is in addition to the monthly service charge), see https://clickitcrm.com/incremental-costs.