Eight roles to start from
What each agent does, and what it leaves behind
Each card shows the agent's job, a moment from a typical call and what lands in your system afterward. Five of these roles come from published customer cases, linked on the card.
E-commerce
Order and support line
Answers order, return and warranty calls and settles them on the call, or hands over with the case attached.
My blender stopped working after two weeks.
That's inside the warranty window. I can start a replacement now.
In your system: the result, the call reason and the next step, in your helpdesk or CRM.
See the customer case
Inbound
How it works+
- Hands over when
- The case needs a policy exception or a part the agent may not approve.
- Works with
- Order and warranty records from your order system or CRM, and the return policy for each product.
- Channels
- Phone, with a WhatsApp follow-up when needed.
Payments
Payments support line
Picks up pending-transfer, failed-payment and account calls at once, so nobody waits on hold about their money.
A transfer I made yesterday still shows pending.
I can see it with the receiving bank. I'll text you the moment it settles.
In your system: what was asked, whether it was solved, and a ticket for your team when it wasn't.
See the customer case
Inbound
How it works+
- Hands over when
- A case needs judgment or a manual trace with the bank.
- Works with
- Live transaction and account status from your payment systems.
- Channels
- Phone, SMS when a transfer settles.
Logistics
Driver line
Answers drivers' questions about open loads, rates and their own profile, day and night, with no queue.
Calling about the Izmir to Ankara load. What's the rate?
It's listed at a fixed rate. I can pass your counter-offer to the team before the load closes.
In your system: the load asked about, the driver's profile details and any counter-offer, sent to your team with the call context.
See the customer case
Inbound
How it works+
- Hands over when
- A rate change or a profile update needs your team's approval.
- Works with
- Live load and rate data from your load board, and driver profiles.
- Channels
- Phone, day and night.
Sales
Lead qualification caller
Calls your leads, asks your qualifying questions and passes the ready ones to sales. Across three sectors, about one in ten reached conversations qualifies as a lead.
You asked about freight rates last month. Are you shipping this quarter?
Yes, two containers in May.
In your system: qualified or not, the reason and a callback time, in HubSpot or your CRM.
See the customer case
Outbound
How it works+
- Hands over when
- The lead qualifies and is ready for a conversation with your rep.
- Works with
- Your qualifying questions and the lead's record in HubSpot or your CRM.
- Channels
- Phone.
B2B distribution
Dealer campaign caller
Calls every dealer or partner on your list about a new campaign and flags the ones ready to order.
I'm calling about the new dealer campaign. Which product group are you stocking this quarter?
Servers, mainly. Send the price list.
In your system: interest level, product group and the follow-up your rep owns, in your CRM.
See the customer case
Outbound
How it works+
- Hands over when
- A dealer wants a quote or terms only your rep can give.
- Works with
- Your dealer list and the campaign offer, with results written to your CRM.
- Channels
- Phone.
Clinics and services
Appointment secretary
Books, moves and confirms appointments, and calls ahead to remind the patient or client.
Can I book a check-up this week?
Thursday at 3 PM or Friday at 10:30 are open. I'll text you the confirmation.
In your system: the booking in your calendar and a confirmation sent to the caller.
See appointments and booking
InboundOutbound
How it works+
- Hands over when
- Scheduling needs a clinical judgment, such as how urgent a visit is.
- Works with
- Your live calendar and the patient or client record.
- Channels
- Phone, SMS confirmation and reminder.
Health tourism
International patient intake
Takes an international patient's first call in their language, collects the case details and books a consultation. Medical questions go to your coordinators.
I'd like to know the cost of a hair transplant.
Happy to help. A few quick questions first, so the doctor sees the full picture.
In your system: patient details, the treatment asked about and the consultation slot, in your CRM.
See healthcare
Inbound
How it works+
- Hands over when
- The caller asks a medical question, or the case needs a doctor's pre-assessment.
- Works with
- Your treatment and package information, the consultation calendar and your CRM.
- Channels
- Phone, WhatsApp.
Recruiting
Candidate screening
Calls applicants, asks every one the same screening questions and books interviews for those who fit.
For the operations role, when could you start, and can you work on site?
From the first of the month, three office days a week.
In your system: each answer and the interview slot, in your recruiting system or a shared sheet.
See HR and recruiting
Outbound
How it works+
- Hands over when
- The candidate fits and the next step is an interview with your recruiter.
- Works with
- The role's must-have criteria, the applications and your interview calendar.
- Channels
- Phone.