The AI Agent Handbook
Engage your customers, proactively.
Leverage true, data-driven proactivity
Reach customers proactively based on custom data triggers tied to your specific business objectives.Dynamically adapt journeys
Adjust to individual preferences and fluidly adapt each conversation towards the optimal outcome over days, months, or years.Minimize customer effort
Engage your customers with natural-language, AI-driven conversations to reduce churn and drive lifetime value.Maximize cost-efficiency
Avoid costly outcomes like missed appointments while freeing agents to focus on other high-value activities.
Multi-industry expertise for ROI at scale
With over 30 industry-specific agents available out-of-the-box, Proactive AI Agent makes it easy to get proactive about achieving the outcomes you want for your customers (or students, or patients, or constituents).See all capabilitiesMinimum customer effort, maximum benefit.
By proactively engaging customers throughout their journey, businesses can resolve customer needs without asking them to call or log on, driving increased operational efficiency, no additional burden on the contact center, and better business outcomes.
Dynamic journey adaptation
Adapt to customer preferences such as time of day and channel of choice while steering towards optimal, positive resolution.
30+ agents out-of-the-box
Leverage 30+ industry-specific agents available out-of-the box, with easy and powerful configuration options.
Advanced conversational AI
Understand customer intents and manage complex interactions with industry-leading natural language understanding AI models.
Scalability & guardrails
Manage millions of simultaneous journeys with multiple actors while ensuring compliance and preventing over- or miscommunication.
End-to-end automation
Take action on your customers’ behalf within client systems, fully containing over 90% of the journeys you initiate with Proactive AI Agent.
Contextual awareness
Analyze data sources to identify when a new engagement should be initiated or an existing one should be changed.“With Proactive AI Agent all consumers are engaged effectively, reliably, and without risk. The return on investment has been greater than 200% on cost saving alone; even more important for our business, however, the customer experience is outstanding - both friendly and frictionless.”
Chris HerbertDirector, Customer Service, Openreach