Software

Solve it on the first call, before they shop around.

Whoever picks up sees every call and text the customer has had with sales and support, in order, and so does the AI agent. It answers, brings in whoever is free and puts what they need on screen as the call goes: the plan, the seat count, what support promised last week. Nobody asks the customer to explain it twice.

Butter Cranberry

Spill the Beans Media · Support line

March 4

Call on the sales line · 18 min

Demo for their support team. They asked about 25 seats, billed yearly. You said the quote would come by Friday.

Here’s the quote for 25 seats. Happy to go through it on a call.

June 12

Two of our new hires can’t sign in.

Note from a teammate · only your team sees this

They added 5 seats last week. The invites may have gone to old addresses.

Callback request · taken by Soja

The invites went to the wrong addresses. Can someone resend them and show us how to add people ourselves?

Soja told them to expect your call by 2 PM.

Inbound and outbound

One call makes the promise. The next one keeps it.

Customers trust a team that does what it said. So on Soja nobody hangs up without a time to hear back, and the call back comes by then, from someone who already knows why.

Inbound

A customer calls in the middle of a rollout.

Show the moment
  1. Press 1 for sales, 2 for support, and they pick the wrong one.

  2. Support can’t see what sales promised.

  3. They explain their setup to a third person this week.

They explain their setup again and start looking around.

Outbound

You follow up after the demo.

Show the moment
  1. The quote promised on the call waits for someone to remember it.

  2. A rep texts the customer from their own phone, and the history leaves with the rep.

  3. Renewal comes round and nobody knows what support went through.

The quote goes out late and the deal goes cold.

Day to day

Nobody makes the customer start over.

The handoff happens mid-call.

The AI agent answers, works out it’s a billing question and asks a rep to join. The rep reads what was said so far and takes it from there. The customer keeps talking.

We were charged for 30 seats, but we only have 25 people.

Soja

I’ll bring in someone from billing. They can see everything you’ve told me.

Support hands sales a warm lead.

A support call about seats turns into an upgrade. Leave a note in the thread, and sales calls back already knowing the number.

Note from the support team · only your team sees this

They want 10 more seats before the next hiring class starts. Over to sales.

Call about 10 more seatsButter Cranberry · Tomorrow

Ready before the phone rings again.

  1. 1Create your account.
  2. 2Put a number on the team.
  3. 3Invite your team.