Smart Sales & Survey

The Sales and Feedback Agent is a powerful automation designed to streamline the entire customer journey—from initial lead qualification to post-sale feedback collection. It ensures that no lead is overlooked and every client interaction contributes to business growth and improvement.

When a new lead enters the pipeline, the agent immediately takes action. It initiates a professional call, introduces the business, and presents the products or services clearly. Through targeted sales questions, it engages the lead and collects meaningful responses to evaluate their level of interest.

Based on the conversation, the agent classifies leads into categories:

• Hot Leads – forwarded instantly to the sales team for direct engagement.

• Follow-Up Leads – nurtured systematically through consistent interactions.

• Lost Leads – marked for analysis, helping refine strategies and reduce missed opportunities.
  

After a hot lead has been converted into a customer, the agent activates a feedback workflow. This includes sending personalized surveys and rating requests, allowing clients to share their experiences. Their input is used to calculate the Net Promoter Score (NPS), categorizing them as promoters, passives, or detractors.

These insights provide a clear measurement of client satisfaction and loyalty, helping the business understand which areas are creating value and which need improvement. The automated workflows, combined with custom fields and dynamic values, make the entire process efficient, consistent, and highly scalable.

In essence, the Sales and Feedback Agent not only qualifies and streamlines sales opportunities but also builds stronger customer relationships by capturing feedback that drives ongoing growth and service excellence.