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How to start automation

Define the goal . Do you want to reduce missed self employed database appointments (medicine, fitness), inform customers about the status of cargo shipments (logistics), or check alarms (security)? A clear understanding of the tasks determines the scenario.

Choose a platform

There are ready-made services where you can set up scripts, connect telephony and start calling yourself. Or you can order a custom solution from companies specializing in voice automation.

Create scripts . You will need to take into account all possible responses from the interlocutor. If a person says “I want to reschedule the delivery,” the robot should offer free time slots or switch to an operator. Think through the branching of the dialogue so that everything is logical and does not strain the client.

Load the database . Depending on the area, this cold calling stages could be a list of patients for tomorrow, clients who haven’t visited the club for over a month, farmers’ numbers, or contacts of those whose security contracts are about to expire.

Run a test . Before going into full battle, it is useful to test the script on a small sample, see how people react, and whether there are any errors.

Analyze and adjust . After the first few calls, you’ll see where customers get confused or hang up. Perhaps you need to simplify phrases, add another answer option, or set up a transfer to an operator in more cases.

How to start  to Results

Voice robots have already proven their effectiveness fax list in “typical” areas such as finance and telecommunications. But practice shows that call automation solves pain points far beyond these areas:

  • In medicine, voice solutions reduce the workload of administrators and missed patient visits.
  • In logistics, they help avoid “empty” deliveries and keep customers informed about the status of their cargo.
  • Fitness centers solve the problem of empty slots when a client signs up but doesn’t show up.
  • In the agricultural sector, How to start  they save time by calling farmers and partners in remote areas.
  • Security companies allow you to check alarm calls in seconds.

The secret of success is simple: in all these niches there are processes where the same short conversation is repeated dozens or hundreds of times a day, and each time the “live voice” of the manager is not at all necessary. At the same time, the benefit from implementation can be significant – saved resources, time, nerves and money.

So, if your business is faced with a stream of routine calls, it’s time to think about voice automation. Technologies have become more accessible, interfaces are more convenient, and integrations with CRM and other systems allow you to quickly “fit” a robot into your current workflow.

Do you still think that a robot can only be useful for banks and online retailers? Experience shows the opposite: niche areas are quite successful in implementing automated calls, gaining a competitive advantage where it is often not expected. Perhaps your business is the next candidate to move from tedious calls to fast and reliable voice automation.