Customer follow-up
Run respectful follow-ups and capture a clear customer outcome.
Your template, version and language follow you into agent setup.
THE CONVERSATION DESIGN
Useful from the first draft.
- 01
welcome
Collect the details needed for the next step and handle incomplete answers.
- 02
assist
Use your business instructions and context to handle the conversation, with clear limits and a human fallback.
- 03
reply
Set a clear expectation and guide the caller to a useful next step.
- 04
next
Collect the details needed for the next step and handle incomplete answers.
- 05
handoff
Pass the request and relevant context to your configured human destination.
CHALLENGE IT BEFORE YOU LAUNCH
Start with these tests.
A useful workflow includes the difficult conversations, too.
- Wrong recipient
- Opt-out
- Recipient asks to call later
Experience the conversation first.
Explore the relevant demonstration, then return to the same workflow and language.