SMB-focused
Scheduling demos and appointments for account executives
AI agents can handle the scheduling of demos and appointments for account executives. By integrating with the account executive’s calendar and understanding lead availability, AI can propose meeting times that work for both parties. AI can also follow up with reminders and reschedule appointments if needed.
Handling upsells and cross-sells for existing customers
AI agents can drive revenue by identifying upsell and cross-sell opportunities for existing customers. AI can recommend features or packages that align with their needs. For example, if a customer is using a basic SaaS plan but could benefit from advanced analytics, the AI agent can automatically suggest an upgrade. The AI can also help with renewal discussions by proposing additional services or packages that improve the customer's experience.
Working on churn prevention and renewals
AI agents can reach customers at risk of churn. If a customer shows signs of reduced activity or dissatisfaction, AI can proactively reach out to understand their concerns, offer solutions, or suggest upgrades. Additionally, AI can handle the renewal process by reminding customers of upcoming subscription expirations and offering discounts or promotions to incentivize renewals.
Handling customer queries
AI agents can serve as the first line of support for common customer queries, ranging from product information to troubleshooting. By integrating with your knowledge base or FAQ systems, the AI can provide immediate, accurate answers to customer questions via live chat, email, or even voice. For more complex issues, the AI can gather relevant information and escalate the query to the appropriate team member.