Agent Assist

Your agents, with the right answer on screen.

Live prompts and next action for human agents.

Our Agent Assist sits beside your people on every live call and chat. It brings up the customer history before they say hello, suggests the next thing to say and the answer to look up, flags the step they are about to miss, and writes the after-call notes for them.

  • Works on calls and chats
  • Customer history before hello
  • Answers from your knowledge base
  • After-call notes written automatically

Illustration of a typical assisted call. Prompts and customer details are examples.

History before hello

Who the customer is, what they bought, what they last asked and how it ended, on screen as the call connects.

The next thing to say

As the customer talks, the right answer, offer or script step appears. The agent reads it, not searches for it.

Misses caught live

A disclosure skipped or a verification not done is flagged while the call is still on, not in next month's QA.

Notes written for them

The summary, the outcome and the next step are drafted as the call ends. The agent checks and saves.

How it works

A live call goes in. A better call, with notes, comes out.

Every call and chat follows the knowledge and rules your team sets. The agent stays in charge, and each conversation ends written down.

LIVE CALL OR CHATyour agent, your customerLISTENINGwhat the customer is askingYOUR KNOWLEDGEhistory, policies, scripts, offersYOUR KNOWLEDGE AND RULESwhat to show · what to suggest · what must not be missedANSWEREDfaster, from the right sourceCOMPLIANTevery mandatory step doneNOTEDsummary and next step saved

The agent decides what to say. Agent Assist makes sure the right answer is in front of them.

What it does

Everything a good team lead whispering beside them would do.

It does not get busy with another agent or forget the new policy. Each call gets the same help, and each one is written down.

Brings up the customer

Pulls the history from your CRM and past conversations and shows what matters before the agent speaks.

  • Products, tickets and last outcome
  • Open promises and due dates
  • Language and preferred channel

Suggests the next step

Listens to the conversation and shows the answer, the script step or the offer that fits what the customer just said.

  • Answers from your knowledge base
  • Objection handling your team approved
  • One click to use, edit or dismiss

Catches the misses

Tracks the mandatory steps and flags one that is about to be skipped, while there is still time to say it.

  • Disclosures and verifications tracked
  • Forbidden phrases warned on
  • Checklist ticked as the call goes

Writes the after-call work

Drafts the summary, the disposition and the next step as the call ends, ready for the agent to check and save.

  • Summary in your CRM format
  • Next step and follow-up date set
  • Wrap-up time cut to seconds
The difference

What your team stops doing.

Searching, remembering and typing go to Agent Assist. Listening, empathy and judgement stay with your people, and they have more room for them.

Done by hand today

Agents who search while the customer waits.

  • Putting the customer on hold to find the answer
  • Asking for details the customer gave last week
  • Forgetting a disclosure on a busy afternoon
  • Typing notes after the call, from memory
  • New agents taking months to sound like experienced ones

With Agent Assist

The same calls, with the answer already on screen.

  • The answer appears as the customer asks
  • History on screen before the greeting
  • Mandatory steps tracked and flagged live
  • Notes drafted as the call ends
  • New agents helped on every call from day one
Getting started

You show us how your agents work. We set it up around that.

No new desktop and nothing to migrate. The first stage is simply watching a few calls and listing what agents look up and what they miss.

  1. 1

    Watch real calls

    We sit with your agents and team leads and list what they search for, what they forget and what slows them down.

  2. 2

    Load your knowledge and rules

    Scripts, policies, FAQs, offers and the mandatory steps for each call type. Approved by your team.

  3. 3

    Connect your systems

    Your telephony or chat tool, your CRM and your knowledge base. It runs alongside the desktop your agents already use.

  4. 4

    Start with one team

    One queue or one team first, with team leads reviewing the prompts. Then widen it, with the settings in your hands.

Questions

The things clients ask us first.

If something here is not answered, ask us in the first meeting. We would rather settle it before a single agent sees a prompt.

  • No. Only your agent sees it. It listens to the conversation and shows prompts on the agent's screen. The agent decides what to say.

See it beside one of your agents.

Tell us which queue your agents find hardest. We will set up Agent Assist on a sample of those calls and show your team leads what it would have shown, before you commit to anything.

Or call 022-62438855 and speak to the team directly.