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Callbook.ai
Overview :
Callbook.ai is an AI phone system designed specifically for Zoho CRM, capable of providing a human-like calling experience and is ready for immediate deployment. It features a pre-configured AI assistant that can be easily integrated without the need for additional tools or developers, and it can format call data to match the fields in Zoho CRM. Moreover, it has been thoroughly tested to ensure users no longer need to perform testing themselves. Key benefits of this product include high-quality call experiences, easy integration, seamless data interfacing with CRM systems, and a customizable AI assistant.
Target Users :
The target audience consists of business users who need a phone system integrated with Zoho CRM, especially those seeking to enhance the efficiency and quality of customer communication. Callbook.ai helps automate the calling process, saving time and resources while providing a high-quality customer service experience.
Use Cases
A company used Callbook.ai to automate the outbound process of its sales team, increasing the sales conversion rate.
The customer service department leveraged Callbook.ai to handle daily inquiries, relieving the burden on human agents.
The marketing team utilized Callbook.ai for market research, collecting customer feedback to optimize product services.
Features
Provides a human-like dialogue experience.
Pre-configured AI assistant ready for immediate use.
Easy integration without additional tools or developers.
Automatic formatting of call data to fit Zoho CRM fields.
Triggers phone calls through Zoho CRM workflows.
Customizable timing for calls.
Provides context and assigns tasks to the AI assistant.
Specifies where to save call information in Zoho CRM.
How to Use
1. Visit the Callbook.ai website and create an account.
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2. Set up the AI assistant according to the fields in Zoho CRM, ensuring correct data formatting.
3. Establish trigger conditions in the Zoho CRM workflow to define when calls should be made.
4. Provide necessary business information and specific tasks to the AI assistant to ensure effective call management.
5. Specify where the call information should be saved in Zoho CRM.
6. Test the calling effectiveness of the AI assistant to ensure it meets business needs.
7. Adjust the AI assistant's configuration as needed to optimize the calling process.
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