Client profile
Know your client before you call.
Family, health, what they have today and what they decided. Robonote fills it in from every call and meeting.
Ready before every call- Family, health and life events in one place
- What the client has today, and what was decided
- Updated after every call and meeting
- Know what to offer before you dial
Quality checks
Check every call, not 3 every two weeks.
Today team leads listen to a few random calls. Robonote scores every agent on every call, and shows why.
Every call checked, not a sample- A score for every agent, on every call
- See exactly which step was missed
- Hear the moment it happened
- Coach with real examples
🎧Every call, checked
Hover over an agent to see what happened
Integrations
Works with the tools you already use.
Connect your phone system and your CRM.
VoIP
CRM
Questions
Common questions
Can the summary fit our CRM field?
Yes. You choose what goes in it and how long it can be, for example up to 1,000 characters.
Can it sort calls by our own list?
Yes. Give Robonote your list of call types, like claims, coverage or policy questions, and it picks the right one.
Can each team see different things?
Yes. Service, sales and agents can each have their own summary and their own checks.
Where is our data kept?
In your own storage. Only your team has the keys.