#Conversational AI for Sales

[getoncrm]

Smart Salesforce CRM AI Agent Drives 60% More Leads and 24/7 Engagement.

A Salesforce consulting firm implemented an AI-powered website assistant using Agentforce, directly integrated with Salesforce CRM. This conversational agent handles real-time product queries, schedules meetings across time zones, and captures high-intent leads—resulting in a 60% rise in qualified leads, 70% reduction in missed inquiries, and 40+ meetings auto-scheduled in one month. This solution is particularly beneficial for small to mid-sized B2B companies that utilize WordPress and Salesforce.

[2mo3cm-man]

Look, I generally avoid conspiracy theories, but since you’re going all in, so am I. Here goes:

The law doesn’t ban TikTok, It bans TikTok unless it sells the app to an American company. Any other company would just make the damn sale. It would be a massive financial windfall for shareholders and top executives, and they’d be allowed to retain 13% of the company, which would still be a strong revenue source, given TikTok’s continued growth. It makes no business sense not to sell TikTok.

So why won’t ByteDance sell?

Is the CCP blocking the sale?

Did the blind pig finally find a truffle?

[precallai]

AI Voice Bot for Business Automation: Turn Client Communications

AI voice bot for business automation change how companies communicate with customers today. Businesses need faster response times and better customer service. Traditional phone systems cannot handle the growing demand efficiently. PreCallAI offers a revolutionary solution that transforms phone conversations completely.

Our advanced voice bot technology automates customer interactions naturally. Businesses save time while improving customer satisfaction rates significantly. Manual phone handling creates bottlenecks and missed opportunities daily. PreCallAI eliminates these problems through intelligent conversation automation.

Companies across industries struggle with limited phone capacity. Staff availability restricts business hours and response capabilities. Customer expectations continue rising for instant service delivery. PreCallAI bridges this gap with 24/7 automated phone conversations.

What Makes PreCallAI Different

PreCallAI creates game-changing voice bot solutions for modern businesses. Our technology understands natural language and responds appropriately. Advanced AI algorithms learn from every customer interaction continuously. Speech recognition accuracy exceeds industry standards consistently.

Real-time conversation management handles complex customer requests effectively. Integration capabilities connect with existing business systems seamlessly. Customizable voice personalities match your brand identity perfectly. Multi-language support expands your customer reach globally.

Appointment scheduling happens automatically without human intervention. Lead qualification processes identify high-value prospects efficiently. Customer support automation resolves issues instantly. Sales conversations nurture prospects through personalized interactions.

Advanced Features That Drive Results

PreCallAI voice bots handle multiple conversations simultaneously. Call routing directs customers to the appropriate departments automatically. Sentiment analysis detects customer emotions during conversations. Escalation protocols transfer complex issues to human agents.https://precallai.com/

CRM integration synchronizes customer data across platforms. Analytics dashboards provide detailed conversation insights. Performance metrics track success rates and improvement areas. API access enables custom integrations with specialized software.

Voice recognition works with various accents and speaking styles. Background noise filtering ensures clear communication always. Call recording provides quality assurance and training materials. Backup systems prevent service interruptions during peak times.https://precallai.com/

How AI Voice Bot for Business Automation Transforms Operations

Implementing an AI voice bot for business automation delivers immediate operational improvements. Response times decrease from minutes to seconds consistently. Customer satisfaction scores increase through faster service delivery. Operating costs reduce while service quality improves dramatically.

Staff productivity increases as employees focus on complex tasks. Missed calls become extinct with 24/7 availability. Consistent messaging ensures brand uniformity across interactions. Scalability allows growth without proportional staffing increases.

Revenue generation improves through automated upselling capabilities. Data collection provides valuable customer insights automatically. Lead conversion rates increase with instant follow-up processes. Appointment booking rates improve through immediate scheduling.

Business owners gain complete control over customer communications. Real-time monitoring ensures quality standards are maintained. Customization options adapt to specific industry requirements. Training time is reduced significantly compared to human staff.

Industry-Specific Applications

Healthcare practices benefit from automated appointment scheduling systems. Patient reminders reduce no-show rates significantly. Medical offices handle prescription refill requests efficiently. Dental clinics manage follow-up calls automatically.

Real estate agencies automate lead qualification processes effectively. Property inquiries receive instant responses and information. Showing appointment schedule automatically based on availability. Follow-up calls nurture prospects through sales funnels.

Professional services streamline client intake procedures completely. Legal practices handle initial consultations efficiently. Accounting firms manage client communications during busy seasons. Consulting businesses qualify prospects before human interaction.

E-commerce companies improve customer support capabilities dramatically. Order status inquiries receive instant, accurate responses. Product questions get answered immediately without delays. Return processes initiate automatically through voice commands.

Implementation Process Made Simple

PreCallAI simplifies voice bot implementation for any business size. Initial consultation identifies optimal use cases and strategies. Custom script development reflects unique business requirements perfectly. Integration planning connects systems without disrupting operations.

Testing phases ensure optimal performance before full deployment. Staff training covers system management and monitoring procedures. Quality assurance protocols maintain service standards consistently. Performance optimization continues throughout the implementation process.

Business goals align with technology capabilities through strategic planning. Customer needs receive priority consideration during development. Workflow integration maintains existing processes while adding automation. Change management supports smooth transitions for all stakeholders.

Measuring Success and ROI

Key performance indicators track system effectiveness accurately. Call volume metrics demonstrate capacity improvements clearly. Response time measurements show service delivery enhancements. Conversion rates indicate lead generation success.

Cost savings calculations compare traditional staffing with automation expenses. Customer satisfaction surveys reveal service quality improvements. Revenue attribution demonstrates direct business impact. Productivity metrics quantify staff efficiency gains.

Monthly reports provide comprehensive performance analysis. Trend identification reveals optimization opportunities. Comparative data validates technology investment decisions. Strategic insights guide future expansion planning.

Real Business Benefits

PreCallAI customers experience dramatic operational improvements immediately. Phone capacity increases without additional staff hiring. Customer complaints decrease through faster response times. Sales opportunities multiply through automated follow-up processes.

Administrative tasks are reduced significantly through voice automation. Data entry happens automatically during conversations. Scheduling conflicts resolve through intelligent calendar management. Customer information updates occur in real-time.

Competitive advantages emerge through superior customer service delivery. Market expansion becomes possible with multilingual capabilities. Operating hours extend to 24/7 without staffing complications. Service consistency improves across all customer touchpoints.

Brand reputation is enhanced through reliable customer communications. Customer retention rates increase with improved service quality. Referral generation improves through positive customer experiences. Market differentiation occurs through advanced technology adoption.

Getting Started Today

PreCallAI makes voice bot implementation straightforward and efficient. Free consultations identify specific business needs and opportunities. Custom demonstrations show exact benefits for your operations. Flexible contracts accommodate varying business requirements.

Technical setup happens quickly with minimal business disruption. Training resources help teams maximize system capabilities. Ongoing support addresses questions and optimization needs. Scalability options allow growth without system limitations.

Transform your customer communications with PreCallAI voice bot technology. Experience automated conversations that build relationships and drive results. Contact our team to discover how an AI voice bot for business automation revolutionizes your operations. Schedule your consultation today and start improving customer communications immediately.

Conclusion:-

AI voice bot for business automation revolutionizes customer communications with 24/7 availability, instant responses, and seamless integration. PreCallAI transforms operations by reducing costs, increasing productivity, and improving customer satisfaction. Experience automated conversations that drive results and business growth today.

[getwiserai]

AI-Powered Personalized Product Recommendations to Boost Sales 🚀

Revolutionize your eCommerce experience with GetWiser's AI-Based Personalized Product Recommendations. Deliver hyper-personalized product suggestions to each visitor using cutting-edge AI and machine learning. Increase conversions, enhance customer satisfaction, and boost your ROI — all with plug-and-play simplicity.

🔍💡Try GetWiser today and turn browsers into loyal buyers!

[oragetech123]

Best AI Tools to Detect Customer Hesitation on Your Website

In the current competitive online market, it's not just a matter of wowing visitors to your site — you need to convert them. But what if a potential customer hesitates at the conversion point? That's where AI tools enter. By recognizing hesitation and intervening in real time, companies can lower bounce rates and improve conversions enormously.

In this article, we'll take a look at the top AI tools to identify customer hesitation and how you can leverage them to convert indecision into action.

Why Identifying Customer Hesitation Is Important

Customer hesitation is usually a silent indicator. A visitor could spend excessively long on a product page, hover for an extended period of time over the "Buy Now" button, or continually click between tabs. Such behavior suggests uncertainty, distrust, or a requirement for more details.

If your website does not respond to such signals, the visitor might drop the journey altogether. This is why using AI tools to identify and respond to hesitation in real-time is an intelligent decision.

Best AI Tools to Identify Customer Hesitation

The following are the top AI-powered tools that can identify and respond to customer hesitation efficiently:

1. Hotjar AI Insights (Behavior Analytics)

Hotjar has been a pioneer in session recordings and heatmaps for a long time, but their latest AI-based tools bring user behavior analysis to a whole new level. Applying machine learning to analyze where users scroll, pause, or hesitate, Hotjar provides real-time behavior insights.

Top Features:

AI-powered session recordings

Scroll and movement heatmaps

Integration of user feedback

Detection of rage clicks or hesitation areas

Use Case: Instantly find where users are confused or lose interest.

2. Crazy Egg AI Reports

Crazy Egg employs artificial intelligence to recognize hesitation patterns and provide optimization recommendations. It reports where users stall, where they're stuck, and even where they're likely to convert.

Major Features:

AI-based heatmaps

Smart traffic segmentation

Real-time session recording

A/B testing with AI recommendations

Use Case: Find hesitation and optimize page elements such as CTAs and prices.

3. Zoho PageSense

Zoho PageSense is a robust AI conversion optimization platform that makes more than just rudimentary tracking possible. It employs behavioral analysis and AI-facilitated segmentation to identify hesitation and then automatically test against personalized content.

Key Features:

AI heatmaps and session replays

Exit intent and hesitation tracking

Smart personalization tools

Goal-based targeting

Use Case: Deliver targeted offers or messages based on user hesitation signals.

4. Tidio AI Chatbots

Chatbots have the potential to play a central role in smoothing out customer uncertainty. Tidio, an AI-powered chatbot, detects when users hesitate, linger on a page, or exhibit exit intent. The chatbot can then greet them with targeted messages, FAQs, or promotions.

Key Features:

Behavior-triggered chat by AI

Support for CRMs

Customizable workflows for chatbots

Response suggestions based on NLP

Use Case: Automate engaging uncertain users before they bounce.

5. FullStory (Digital Experience Intelligence)

FullStory employs powerful AI to give rich user journey insights, identifying frustration cues, hesitations, and drop-off points. It flags sessions where users behave abnormally, typically a marker of confusion or uncertainty.

Key Features:

Frustration cues such as rage clicks and dead clicks

Machine learning event identification

Smarts funnel analysis

User sentiment analytics

Use Case: Identify where exactly users hesitate and why.

How to Select the Best Tool

When selecting an AI tool to identify hesitation, consider the following:

Integration: Make sure it is easy to integrate with your website and other analytics tools.

Real-Time Capabilities: Search for tools that identify hesitation in real-time, not only in reports.

Automation: Tools that respond automatically to hesitation (e.g., with pop-ups or chatbots) give the best ROI.

Ease of Use: Select platforms that provide visual dashboards and don't need technical expertise.

Turning Insight into Action

Detection is only the tip of the iceberg. After hesitation has been detected, AI can further assist with:

Personalized offers or messages

Real-time chat support

Dynamic content optimization

Exit-intent popups with rewards

With the union of detection and response, you are able to drastically boost conversions and enhance the user experience overall.

Final Thoughts

Customer hesitation tends to be subtle, yet it is one of the most important signals for potential conversions. With the help of AI tools such as Hotjar, Crazy Egg, Tidio, and FullStory, you can get a very good understanding of customer behavior and take action right away.

Whether you have an eCommerce store, a SaaS product, or a lead-gen site, these tools assist you in converting hesitation into action and browsers into buyers.

[unitedstatesrei]

Automate, Elevate, and Build a Business That Works for You with Caroline Hobbs

Key Takeaways Automating systems and setting clear expectations are the keys to building a scalable, sustainable business. Agents should start with their personal sphere and consistently ask for the business without fear. Leveraging AI and SOPs empowers agents to save time and focus on income-producing tasks. United States Real Estate Investor The REI Agent with Caroline Hobbs https://youtu.be/rpR6yoX4TIg Follow and subscribe to The REI Agent on social Facebook Instagram Youtube .cls-1fill:#fff; Linkedin X-twitter United States Real Estate Investor It's time to have an investor-friendly agent on your team! It's time to have an investor-friendly agent on your team! United States Real Estate Investor From Open Houses to Ownership: Caroline Hobbs’ Rise to Real Estate Mastery In this eye-opening episode of The REI Agent Podcast, Mattias hosts the extraordinary Caroline Hobbs, a powerhouse in real estate, tech, and team building. While Erica is out for physical therapy, Mattias flies solo to spotlight a woman whose story screams resilience, vision, and innovation. Caroline isn’t just a top-producing agent. She’s the founder of Reward Realty, one of California’s youngest-ever brokers, and the brain behind a revolutionary real estate CRM that’s changing how agents work nationwide. “I graduated college in 2009—arguably the worst time in history to try and get a job in finance.” Her story begins with inherited wisdom. As a third-generation real estate expert, Caroline was practically born to build an empire. What started with open houses during college soon transformed into a thriving brokerage, and eventually, a pioneering tech company designed for agents by an agent. Starting Young, Going Big: The Journey of a 21-Year-Old Broker Caroline doesn’t just talk the talk—she’s lived every part of it. At just 21, she became a licensed broker, stepping into an industry most were fleeing during the housing crash. Her mentor, a Keller Williams legend with over 10,000 contacts in her database, gave Caroline the tactical experience to thrive in chaos. “I was probably the youngest broker in the state for a while… because I graduated early and the experience rule hadn’t kicked in yet.” That early exposure to system-building and data management laid the foundation for something bigger: leading her own team, then creating a platform that helps others do the same, faster, smarter, and more profitably. Real Brokerage, Real Growth, Real Results Fast forward to today, Caroline’s team under Real Brokerage has grown from 4 to 9 agents in just four months. Her secret? Monthly masterminds, relentless expectation setting, and systems that allow every team member to build sustainably. “We teach people how to treat us—but we also set the expectations for our clients, our team, and our business.” She’s not just closing deals. She’s mentoring minds and building leaders. From showings to SOPs, Caroline’s influence runs deep in every aspect of her operation. She reminds us that real leadership is built on communication, follow-through, and vision. The Software That’s Reshaping the Agent's Life Caroline’s CRM isn’t just another shiny object, it’s a full-stack assistant that reads documents, transcribes calls, tracks deadlines, and automates client communication. “We help agents build out their SOPs, automate their transactions, and create time-saving systems that actually serve them.” With integrations into DocuSign, Dropbox, Fellow, and custom pipelines, it’s a plug-and-play system that frees up time for what matters: serving people. The CRM even uses AI to summarize phone calls, schedule follow-ups, and trigger marketing automations. It’s the very definition of working smarter, not harder. Train Like a Pro with Caroline’s AI Roleplay Coach Caroline also created a custom GPT tool for her team that roleplays lead conversations, provides feedback, and trains agents on how to confidently convert calls into clients. “It gives them

real-time feedback on what they did well and how they can improve—and it’s trained with Tom Ferry and Phil Jones language.” New agents use it daily to sharpen their skills before ever picking up a phone. She understands that the biggest gaps in success are often confidence and preparation, and she’s built tools to bridge both. Want More Deals? Ask for the Business. When Mattias asked Caroline for one golden nugget for new agents, she didn’t flinch. “Start with your sphere and ask for the business. Don’t be shy to say, ‘Do you know anyone looking to buy or sell?’” Her advice is refreshingly practical—start face-to-face, lean on your community, and build your skills over time. AI and automation are tools, but relationships and reputation are still the foundation. Final Words of Wisdom from a Trailblazer To close out the episode, Caroline recommends the game-changing book Buy Back Your Time by Dan Martell. “You should be out making the sales, not buried in paperwork. Automate and delegate everything else.” From strategy to software to soul, Caroline Hobbs embodies what The REI Agent is all about: building wealth while staying aligned with who you are and what matters most. Want to work smarter, lead better, and live bolder? Start by asking better questions. Caroline did, and it changed everything. Stay tuned for more inspiring stories on The REI Agent podcast, your go-to source for insights, inspiration, and strategies from top agents and investors who are living their best lives through real estate. For more content and episodes, visit reiagent.com. United States Real Estate Investor Create healing and connection within yourself, your family, and your community. Create healing and connection within yourself, your family, and your community. United States Real Estate Investor Contact Caroline Hobbs Reward Realty Linktree United States Real Estate Investor Mentioned References Buy Back Your Time by Dan Martell Tom Ferry Phil Jones Real Brokerage Google Forms ChatGPT United States Real Estate Investor Transcript Welcome to the REI Agent, a holistic approach to life through real estate. I'm Mattias, an agent and investor. And I'm Erica, a licensed therapist. Join us as we interview guests that also strive to live bold and fulfilled lives through business and real estate investing. Tune in every week for interviews with real estate agents and investors. Ready to level up? Let's do it. Welcome back to the REI Agent. It's your friendly local neighborhood real estate agent podcast host, Mattias, an investor. We are not, we don't have Erica with us today. So unfortunately, she had to go to PT. So we will hopefully have her here on the next one. But we did have a great guest today, Caroline Hobbs. Caroline is a team lead. She's an experienced agent, broker, and now a software owner. She has a CRM that she sells that has a lot of automations and stuff built in. It's pretty cool. So definitely check out the show notes if you are interested in hearing more about that. She can, you can see where, you know, in her link tree what all is available. I think that in this business, there's a lot of shiny objects. There's a lot of people that are trying to kind of get your money and can be distracting. Sometimes we get focused or persuaded into something. It could be changing brokerages. It could be, you know, this new tool that's fun. It could be a new system. I'm certainly guilty of this stuff. But I think at the end of the day, if you are focused on providing your clients with consistent, clear communication and you're setting expectations, you're going to do really well. So if you focus on those as the core tenement, and if you are building out systems and processes that help enhance that, I think that's what's really key in business that you already have. That's not necessarily something that will help you gain more business, other than people might rave about your services because they felt like they were taken care of the whole time.

So no matter what you do in this business, no matter what kind of things that you look into, because I think, you know, systems and processes and software, AI, all that stuff can be incredibly powerful. Just don't lose sight of what's really important when you are interacting with your clients. I think that's the key there. But without further ado, I'm going to keep this one short. We're going to go right into Caroline Hobbs. She, again, is out of the Silicon Valley area. She is an experienced agent. She may have been, and she talks about this, the youngest broker in the whole state of California for a couple months. So without further ado, Caroline Hobbs. Welcome back to the REI Agent. I am here with Caroline Hobbs. Caroline, thanks so much for joining us today. Thanks for having me. Hey, Caroline, you got a couple different hats. You have been an agent for a while. You've now team lead and you own a software company, correct? Correct. Yeah, awesome. To get started, I want to dive into all this different stuff, but let's get started by just kind of hearing how you got into real estate to begin with. Yeah, definitely. So I am third generation in real estate. So you could kind of say that I was born into it. My grandfather used to flip properties. He was a contractor. And after my mom graduated college, he encouraged her to go on and get her real estate license, which she did. She worked for Fieldstone down in Southern California, selling new homes for years and years, and eventually moved over to the lending side of things. While I was in college, I got a part-time job. I had no intention of going into real estate, as I have my degree in finance, but got a job hosting open houses for a realtor in Palo Alto and decided that I liked it. So shortly after graduation, I got my broker's license and a few years after that, started my independent brokerage. Nice. Wow, that's awesome. So you jumped right into starting your own brokerage, not just a new team. You went right into being your own broker. Well, so the realtor that trained me, just to give you a little bit of perspective, I started working for her in 2008, 2007, something around right there, and right at the heat of the crash as the market was crumbling. I graduated college. You needed to get into it. I graduated college in 2009, which is basically the worst time in history to try and get a job in finance. I was still working with the agent that trained me, and honestly, I couldn't have asked for a better mentor. The woman who I got to work with, she was internationally ranked as the top-selling agent in all of Keller Williams. She had a database at the time of over 10,000 people, which this is before people used databases. So I was hosting her open houses. I was organizing all of her clients in her database. I got a lot of really tactical, hands-on experience for how to manage contacts, how to stir the pot and turn that into actual business. So I worked with her for the first five, six years of my career, and then I was teaching a lot of classes at Keller Williams. I went off. I became an independent agent with them, but ultimately, I felt like my time was being pulled in multiple directions with being in the bigger office and having my broker's license. I felt confident that I could do it, and so I started Reward Realty in 2011. And I started that in 2013, and I ran it as an independent for 11 years. Wow. That's awesome. Just real quick before I forget, do you have any fun ways of re-engaging a database of that size that you could share? Honestly, the technologies have changed so much. So the tactics I use today to serve databases like that versus the tactics I used 10 years ago are very different. I am really big on utilizing tags and client types. I'm also pretty big on utilizing pipelines to analyze your business, kind of scoping out a little bit. I think the most important thing is to make sure that your contacts are always properly categorized.

And then when we talk about my software, I can kind of talk about ways that we have built our system to help agents keep those things top priority as they're working in their database. So that way, it's easier to identify those low-hanging fruit. Okay. Yeah, we'll have to get into that. I do want to talk a little bit about team building first. So when you got your brokerage, did you already have agents that were going to join you or were you just kind of at that point going to be a solo broker agent? Or did you hire an admin? What was that process like? For most of the time that I ran my brokerage as an independent, I had just an admin TC and a couple agents with me, like two or three for most of the time. So it was never, I was always the top producing agent. I was in some cases feeding other agents that were with me. Being independent was great. It was really lonely at first because I went from a team in an office environment to being on my own. And so having that assistant really helped with bridging the camaraderie gap and the social gap. And then it's honestly just recently that I really started getting involved more with the associations, the boards, things like that locally. At the time, real estate wasn't trendy to get into because the market was crashing. It was the worst time in real estate. So I was much younger than anybody else in my office or really in the industry that I knew at the time. When I got my broker's license, I had just turned 21. I was 21. Wow. There's a good chance I was probably the youngest broker in the state for a while just because you had to either have a degree in finance or economics or have five years sales person's experience at the time. And since I was younger than everybody in school and I graduated and got my broker's license right away, they changed it a few months later to require the five years experience. But at the time, they didn't have that in place. I was wondering. I think here it's three years of experience. I don't know if we have that finance loophole. There's no loophole anymore. But there was. This is in 2009, so a long time ago. So when you were bringing agents on or when you had a couple of agents, were they just selling independently or were they designated to help you in certain ways like having a showing agent or something like that, listing specialist? I did have one showing agent. The others worked independently. Okay. Yeah. And how's your, you said sales team earlier. How's that structured now? So my sales team has grown a lot. So one year ago, I made the switch from operating my business as an independent to coming on with Real Brokerage as a part of their white label program. So under their white label program, I've been able to grow quite a bit. We have an agent locally that is a huge attractor. And but he doesn't quite have the capacity to give training and things like that to agents. So I started doing monthly masterminds for agents with my lending partners where I kind of take a look at all the different ways that agents generate business, whether we're talking about social interactions, you know, their kids, the parents at their kids schools, whether we're talking about online marketing, purchasing leads, converting leads, whether we're talking about social media, being an influencer, direct mailing, farming, all of these different kind of tried and true, so to speak, ways. We kind of rotate and dive into each of those things on a monthly basis. Usually the trainings are about two to three hours long. And it has grown my team from four of us to nine of us in the past four months. Wow. Now, again, is that structured kind of like you were before? Do you have any designated people helping you directly? Are they all just kind of independent agents that are there to help or to be mentored by you, et cetera, and work together as a team? So we work together as a team. So I help not as much on like the paid lead side, but like I go on listing appointments with my agents and secure the transaction for us.

I've been in this business for so long. I understand the ins and outs and how to problem solve on the spot. There's not much that somebody could throw at me that I wouldn't be able to take a second and give them good guidance on. Not to say that I'm perfect. It's just when you've been in the business almost 16 years and you've been on as many inspections and things like that, you retain it. And I honestly, I live by the mindset that there's always something new to learn with every transaction, with every interaction that we have with people. So I kind of utilize that. Yeah. Cool. Yeah, it definitely helps. And things don't phase you quite as much as they may have in the beginning. A hundred percent. When a problem comes up or whatever, like each time. I kind of remember the first year that really my business really took off, skyrocketed. It also came with a lot of problems. And there was one time where I was just like down. I was just like, you know, kind of overwhelmed and just like, oh my gosh. So many problems, so many issues. And, you know, a good friend of mine kind of took me aside and was trying to give me like a pep talk and all that kind of stuff. But another friend was telling me, you know, whenever this kind of stuff happens, like it's just, you know, once you get past it, like you feel unfazed, like you're going to be unflappable. You're not going to be able to be bothered by little things anymore because you just got through this like really tedious time. But on top of that, the next time something like that happens, it's not as big of a deal. And so like looking back at the things that like phase you at the beginning versus now, just it's kind of, it's almost funny. But you can share that with your team as well if they're not quite as experienced as you. You know what, I tell my team this all the time and I can't say it enough is not only do we teach other people how to treat us, but we also set expectations for our clients, for our team members, for any interactions that we have. And so I feel like as an agent, more than anything else, that is our number one role is setting expectations. Because it's when those expectations are not met that people start getting frantic and they start making emotional choices. And so if you can just stay ahead of that and provide communication, then the problems stop popping up. 100%. There is somebody on here, I think he was an investor actually, but he was talking about how kind of everything boils down to setting clear expectations and communicating effectively. And if you can do those two things, even with your kids, with your family, it's just like, you know, you're a little kid and they're in the middle of a TV show or middle of playing in the park and all of a sudden you're like, we're going, we're leaving, bye. And just rip them out of that. They're going to be pissed. They're going to be very mad. But if you set the expectations that A, you're going to be here for this long and then kind of check in with them, communicate that, you know, 15 minutes, 10 minutes, five minutes, one minute, whatever, and we're going to leave, then that whole process goes a lot more smoothly. And that's the same for, you know, clients. Like if you are proactively communicating throughout the process and, you know, setting the expectations that they're going to get that email, that call, that whatever at this time, they're not going to be anxious. They feel that they're covered. And yeah, so I agree. Agents are the same way though. And I think that's one reason why I've been successful in stepping from, because in a lot of ways I run my team and my downline with Real in the same way that I ran the brokerage. Setting expectations with your agents. I think, you know, let's talk about marketing for example. People think that they're going to send one postcard and suddenly the phone is going to start ringing and everyone is going to be offering them their house to sell. Right.

That's just not how it works. It's stacking those good behaviors every single day to get closer and closer to your goal. And so it's about building that consistency. And so part of my job as a team lead is setting that expectation from the beginning. Okay, you want to start a farm. That's amazing. Let's go ahead and determine the farm. But to be clear, you should not expect anything to turn from this farm for at least the next three to six months. Don't start Google marketing and think that all of a sudden your phone is going to ring off the hook. No, you're going to have to build up that SEO credibility. You're looking at at least six months before you're really starting to get things, the algorithms and everything, getting to know who you are. And so I think that's where a lot of miscommunication goes into it. I think a lot of people are afraid of the truth or they're afraid of rejection if they give somebody the whole truth. And so it's kind of just it goes back to setting those expectations from the beginning. Yeah, that consistency too is huge. I have a house under contract that I've been mailing postcards to that community as a farm for two years, I think. And this is the first actual deal to come from two years. Yeah. And now the result of this sale is great for everything that I've been saying that I'm doing. I did in this deal and we got an amazing above asking price offers that I can now market to that community and just hopefully that will continue to snowball the results from that marketing that I've been doing. But that's hard for people. I mean, that's a lot of money. You know, it's hard to see the forest for the trees. Like if you're spending a lot of money on Google ads, you're spending a lot of money on postcards and nothing's actually come from it. You just feel like, you know, what's the point after a couple months you just spent. So in some ways it's easier to sign a contract or to just send the money to an agency that says, I'm going to commit to this for a year and I'm going to put it up front and it's done. And because you're going to just be spending money pointlessly otherwise, probably. Well, and honestly, I think the same thing goes when you're starting a team as well is people think this is going to be great. I am going to start a team. I'm going to check in with my team and they're going to go off and then I'm going to get a piece of the commission and it's going to be great. Right. Well, starting a team is a huge time investment and time is money. And, you know, I feel like so much of this business is kind of like a chess game and understanding where you move your time and money. And oftentimes I use those synonymously because, you know, we need both. Yeah. Succeed. Yeah, totally. Tell us a little bit about the software now. We were talking a little bit beforehand and how the software you're creating is all about automation and kind of freeing up people's time. So then I'm definitely super interested in. So tell us about what your software does. Well, so something that I have learned in mentoring agents and running the brokerage and going to conferences and meeting people from across the country. Realtors are social beings. Yeah. They are great at meeting people. They're great at forming relationships. They're not good at the back end stuff, but not everyone can afford an assistant. And a lot of people don't have the skill set to really articulate what it is that they're how their process goes, how it's laid out. And the reason is, is they don't have a standard operating procedure for how they transact. They kind of do it on the fly. Yeah. And say, well, every transaction is so unique. But is it because we have the same deadlines? You have the same paperwork that's needed. Hopefully you're getting the same level of customer service to each of your clients. So one thing that I really love about our software, like straight out of the gate from the time that we onboard you is there's several different modules that you go through.

And really what these modules are aimed to do is to build out those SOPs for your listing and buying process from deadlines to communications, to marketing, to gifting. Even we are one of our things is we're really big on building out integrations for all of the different tools and everything that you're using. If you're using something with an open API, our dev teams will actually build a custom integration with that company. We have a priority list based on request, but that's something that we're doing to constantly make our software work better with the tools and everything that agents are already using. We're not trying to... So many of those. Exactly. There is, there is. So for example, we're just finishing a two-way integration with Fellow, which is a home valuation software. And the reason why we're building out a two-way integration with them is they have some really great data enhancement tools where you can look up phone numbers and email addresses and things like that. And it's no, it's not helpful if you get a data enrichment in another software program and then it doesn't update clients in your database. Right. And so we want to make sure that we're working smarter and not harder. So things like that. So we have the transaction management process that is automated as far as deadlines and communications go. We also have an app with DocuSign and a client portal with Dropbox that kind of organizes all of the paperwork for each client as it's completed. And then as far as like the marketing goes, we have some postcard automations set up. We have from the time that people come into the database and that first call is made to them for like your online marketing leads, that call is actually transcribed and sent through chat GPT to determine what type of client it is. Is it a buyer? Is it a seller? Did you set up an appointment on the call? Because if you did, it's going to set the calendar appointment in your system. Nice. If you collect that email address from them over the phone, it's going to save that email address for them in the system so that when you're driving between appointments or at your kid's soccer game and you're taking a call and you don't have a pen and paper and you're like, oh, could you please text me your contact? Yep. You don't have to do that anymore. Just utilizing the smart number in the system will help you collect all that information and make sure that it's setting things off appropriately. So when different types of appointments are made, different types of communications are going to go out as far as reminders or even email communication, preparing them for an inspection. One of my favorite things is once the inspection is complete, the inspection appointment, it's going to send a text to your client saying the inspection is complete. Use the link below to schedule a review of the inspection documents with your agent. And it sends them the next calendar link. So that way you already have your next appointment being booked with your clients to follow up without you having to sit around and wait for it. Nice. So is this a CRM or a plugin to anybody's CRM? It's a CRM. Okay, cool. Although it can sync with other CRMs, it doesn't make sense. Right, you're doubling up. Yeah, cool. Yeah, I like that. It's, there's a lot that, a lot of time people can spend in that, in those rabbit holes of like automating and stuff. And so it is nice when somebody is already creating those for you and kind of setting up a system that they can follow. So that's really cool. Yeah, we, like throughout the onboarding process, they actually order the communications and everything like that. You can actually change the emails that are going to go out. So you get full privileges over that. You can add emails to sequences. And then our software will automatically build those workflows in there for you. Yeah, that's awesome. So I imagine then you would have kind of like a work phone

number that would be integrated with a CRM that then have those automated texts coming from and that you would have like those phone calls, the recording, et cetera, happening through. Yeah, yeah. And so one of the things that I've found in CRM searches and stuff is there seems to be a lot of separation. Like people like prefer maybe to have their personal stuff and their like work stuff separate. And I've kind of always operated off of like, it's all one for me. You know, like all my contacts are just kind of my sphere. So one of the things that I've had to do with some of the CRMs I've worked with is then kind of sync my contacts. And that has to be like through a Zapier or something like that. But that's been one little thing. But I do like the fact that you can have, you could build out, especially if you're doing, I could imagine if you're doing like online lead generation, which is not something I've done much of, that you might feel bombarded with a bunch of people you don't know well. And so like having that separation could be nice until maybe you get them into like that, you know, they're actually an active client. And then, you know, you might use your own phone as well. But yeah, I could see why there's a lot of people that their CRM wants to be very separate from their personal life. I see that. But honestly, I feel like it's a lot misguided. And the reason for that is like those people, those friends and family members are some of your biggest supporters. Oh, absolutely. And sometimes they need reminding that you're an expert in the field that you're in. You're not just the default because you're family. You're default because you're the smartest person they know about real estate. Yeah. You know what I mean? Yeah. And you want them to be shouting your name from the hilltops anytime they hear anybody breathing about moving. Exactly. So for me, like identifying the client type, and we have a lot of automation set up like this, where it's like when you add a lead source, we add it into the workflow, and we say, okay, leads coming from this lead source. What are they? Are they buyers? Are they sellers? Are they so like, for example, we use Google Forms. And so I know that when somebody fills out the buyer Google Form, that they are a buyer. Yeah. And so I think it's just making sure that you're appropriately labeling your contacts. And so, you know, you asked me the question earlier, like, what do you do to stir the pot? Yeah. Well, again, as a part of the onboarding process, and it's available like in our learning center as well as we talk about how to use tags, we talk about how to use the client type, we talk about how to create new opportunities to keep the end filters to be able to find the people that you've communicated with most recently, the newest leads, the how to put them in groups where you know that this is like a warm nurture, like you know that they're going to transact in the next six to 12 months, and they should be on your like bi weekly call list. Right, right. You know. So those are kind of the things that I specify and we use automation to automatically add certain tags when they hit different milestones, so to speak, or have reached out in a certain way. We can automate removal of tags or addition of tags. So that way, we're making sure that our data is constantly staying up to date as well. Yeah, yeah, that's, it's always embarrassing. If, like I have, I have a lender that sends me a happy birthday message every year on the wrong date. And that's why, like, you know, this stuff is great if you have good data, and that's why it's so important to like you have to really work your data, your sphere to make sure that you're getting, you know, you're not doing something like that. Exactly. Yeah. That's cool. What other ways have you used AI to integrate with this system? To integrate into the system. The phone is probably the most impressive right now. The

other ways that we're using it is going to be in reading the transaction documents that part isn't going to be ready for probably the next six months. But we are working on actually being able to extract fields from like the purchase contract and whatnot to update fields in our different transaction files. That's cool. We also use it for, we do have AI like assistance that can help with texting back and things like that when calls come in. It's a last minute, it's like a last ditch effort kind of thing for us to use the AI agents. I prefer human voice. So most of my smart numbers bring to multiple people on my team. Okay. What other ways are we using? I have a market analysis. So I know the smart number thing that you just said to me really quickly, like, so that would, everybody's phone would ring or would it go to like different people at different times? If somebody doesn't answer, then it goes to the next person. I can set it up either way, actually. So that would be round robin. It was going to go around the circle. Um, usually it just rings to everybody all at the same time. So the first person that picks it up, that's my preference because then you don't have somebody sitting on the phone thinking that nobody's going to pick up the phone. Two minutes. Yeah, that makes sense. That's cool. Yeah, that makes sense. And obviously having somebody answer is the best option. Yeah. That's the number that I use on every single marketing piece. If you look on Google, it's going to be my smart number. If you look on anything, um, being a woman in this industry, I stopped putting my phone number out there a little while ago. Sure. Um, and that's been helpful. Yeah, no, that's, that's great. And that's one of the beauties too, of, of having something, uh, a number in a CRM that's not, you know, your personal number. Um, sorry, then I interrupted you about, you were saying something else. Um, I can't remember what it was now. Um, oh, we also use AI for a market analysis each month. So, um, I used a prompt that uses data from like, what's going on with the fed and news and whatnot to, um, help give insight as to the factors that are affecting our local marketplace currently. Oh, that's cool. Yeah. I think, I think, uh, anybody listening to this, that isn't using AI much. Um, I think it's just really important to start, uh, just, I heard somebody say, put a sticky note on your desk that says, how can I have AI do this? Um, or how can I use AI? And, and it's just really about figuring it out. Like if you haven't, you don't even have to figure it out. Ask, ask chat GPT why you're using it. The point is that you have to actually like use it. Like you have to be, uh, constantly trying to engage it because if you're not, then you may not think, oh, oh, this could be done by a chat GPT. Cause like, once you start, you know, using it for more and more things, it just becomes like obvious, like, oh yeah, that's something I'm definitely going to have chat GPT do. Um, my personal favorite right now, uh, this is really small, but one thing that's been pretty impactful is, you know, I have a Mac and Apple intelligence is kind of built in or whatever. Um, what I did was I, uh, made keyboard shortcuts for a proofreading and for a rewriting so that wherever I'm in, in my Mac, um, if I'm writing something, I can just kind of word vomit and just like get something out there that's not that clear, but it has the key points in it and then boom rewrite. And it's perfect. And that can be in a text message or that can be in an email. My email has built an AI too, but, but yeah, it's, that's been, that's been really nice, uh, to just kind of be more effective of a communicator. Cause I think, you know, often through when you're not on the phone, I mean, the way you communicate is very, very key. Absolutely. I, um, one thing that I did for my team is I built a custom Jack, uh, GPT for role playing with them, which is so easy to do.

Honestly, it's not rocket science, but, um, the thing I like about it is I built in like randomized questions for it. Um, and the reason why I love utilizing this tool. And so like on my agent's weekly check-in sheet, one of the questions is how many times did you use the chat GPT module this week? And the point is, is they'll come up with a scenario, they present it and you need to respond. And then it's going to give you advice on like what you did well, where you can improve and what the perfect answer would be. That's cool. And, um, I pro I trained it using Tom Ferry and Phil Jones language. Okay. Um, yeah, that's awesome. And it goes really, really nice. And so, and I really, you could do like the voice to text for it, or even just do the voice role play with it. But honestly, I prefer people doing the written version because I find that when you sit down and write and you're really thinking about it, your brain makes deeper lasting changes than if you're just to talk, you start thinking about the cadence and how you want to put these different words together, um, in a more thoughtful way that I feel like can stick and become more of a script. Yeah. Yeah. I love that. That's awesome. Um, I do have some, I have some questions about like, uh, if you have any golden nuggets for real estate agents, uh, that maybe are getting started or, um, have been at it for a while. I mean, is there anything that comes to mind that you'd want to share? Ask for the business, start with your sphere and ask for the business. Don't be shy to say, do you know anyone that's thinking of buying or selling this year? Okay. I love it. And is that, would you recommend going by calling, uh, emails? What, what's the best route for, for doing that? Um, I think for newer agents also honestly being like face to face with people, like throughout your day to day life, that's going to be your best bet. Um, I don't think newer agents have the skills on the phone to fully convert. I think that's a skill that's acquired over time, which is absolutely something you should work on, but do a month of my chat GPT bot first and then go and talk on the phone. Um, cool. Ask for it, like get involved with the community and ask for it. Yeah, no, that's great. I love it. Um, what about any books that you'd recommend? Do you have any favorite books that are fundamental for everybody to read or ones that you're currently enjoying? Yeah, I, I am a serial reader, so I am constantly picking up new tips and tricks. I think pertaining to this conversation, um, Dan Martell's book, buy back your time. Um, that really focuses on making sure that the activities that you're putting the most time into activities that only you can do. So in real estate, that's making the sales. You should be in phase showing homes. You should not be organizing your paperwork and spending hours on doing that when you could be out going and finding your next transaction. Yeah, no, that's awesome. Um, and, and like you were saying, like, you know, with your CRM, um, there's some of those automations, like if, if you're doing it yourself, it takes a lot of time. And that might be, again, where you can buy back your time by having somebody else do it by using your software. Um, but yeah, what a great way to free up, um, bandwidth too, is to automate a lot of the things that are just kind of repetitive. Yeah, absolutely. I'll, um, I'll send you my link tree to put in the description that has information on both my software, but it also has, um, access to our chat GPT module. So if anybody wants to give it a shot and try and sharpen their skills, um, it's there for you to use. Oh, that's awesome. Thank you. And that was going to be my next question is, is what's the best way to reach out to you or find more information about this stuff? Yeah, absolutely. Um, use that link. It's got all of my contact information, my social handles, um, and information on our, on our software.

Cool. Awesome. Well, I really appreciate your time. This has been a fun conversation. Yeah, absolutely. Thanks so much for having me.

[seomapping]

How Agentic AI Is Revolutionizing Outbound Lead Generation in 2025

In 2025, outbound lead generation is undergoing a significant transformation, driven by the emergence of agentic AI. This advanced form of artificial intelligence is redefining how businesses approach sales and marketing, offering unprecedented levels of efficiency, personalization, and scalability.

Understanding Agentic AI

Agentic AI refers to autonomous systems capable of making decisions and performing tasks without human intervention. Unlike traditional AI, which operates within predefined parameters, agentic AI can learn, adapt, and act independently, making it particularly effective in dynamic environments like outbound lead generation.

1. Hyper-Personalization at Scale

One of the most significant advantages of agentic AI is its ability to deliver hyper-personalized outreach at scale. By analyzing vast amounts of data, including past interactions, behavioral patterns, and demographic information, agentic AI can craft tailored messages that resonate with individual prospects. This level of personalization increases engagement rates and improves the likelihood of conversion.

2. Multi-Channel Engagement

Agentic AI enables businesses to engage prospects across multiple channels seamlessly. Whether it's email, social media, SMS, or phone calls, agentic AI can determine the most effective communication method for each prospect and execute outreach accordingly. This multi-channel approach ensures that messages reach prospects where they are most active, enhancing the chances of meaningful engagement.

3. Intelligent Lead Scoring and Prioritization

By leveraging machine learning algorithms, agentic AI can assess and score leads based on their likelihood to convert. This intelligent lead scoring allows sales teams to prioritize high-value prospects, ensuring that resources are allocated efficiently. Over time, the AI continues to refine its scoring models, becoming increasingly accurate in identifying promising leads.

4. Automated Follow-Ups and Nurturing

Consistent follow-ups are crucial in the sales process, but managing them manually can be time-consuming. Agentic AI automates this process, sending timely and relevant follow-up messages based on prospect interactions. Additionally, it can nurture leads through personalized content, guiding them through the sales funnel until they are ready to make a purchase decision.

5. Real-Time Analytics and Optimization

Agentic AI provides real-time insights into campaign performance, allowing businesses to make data-driven decisions. By monitoring key metrics such as open rates, click-through rates, and conversion rates, the AI can identify what's working and what isn't. This continuous feedback loop enables ongoing optimization of outreach strategies, leading to improved results over time.

The Future of Outbound Lead Generation

As agentic AI continues to evolve, its impact on outbound lead generation will only grow. Businesses that embrace this technology can expect to see increased efficiency, higher conversion rates, and a more streamlined sales process. By automating routine tasks and providing valuable insights, agentic AI empowers sales teams to focus on what they do best: building relationships and closing deals.

In conclusion, agentic AI is not just a trend; it's a game-changer in the world of outbound lead generation. Companies that leverage its capabilities will be well-positioned to thrive in the competitive landscape of 2025 and beyond.

[andmineworlddigitalmarketing]

The Undeniable Benefits of AI Chatbots for Lead Generation in 2025

Forget being limited by business hours! AI chatbots offer 24/7 availability, acting as tireless representatives for your brand around the clock. Imagine a potential customer exploring your website late at night. Instead of encountering silence, they can engage in an immediate conversation with your chatbot, receiving instant answers and feeling valued. This constant presence ensures you never miss a crucial lead, regardless of time zone or schedule.

The Power of Instant Engagement

Imagine a potential customer landing on your website at any hour of the day. Instead of being greeted by a static page, they're met with a friendly, interactive chatbot ready to answer their questions instantly. This immediate engagement is a game-changer. Chatbots can:

Provide instant answers: Addressing visitor queries immediately reduces bounce rates and keeps potential leads engaged.

Qualify leads proactively: By asking targeted questions, chatbots can filter out unqualified visitors and identify those with genuine interest.

Offer personalized experiences: Based on user interactions, chatbots can tailor conversations and offer relevant information, increasing the chances of conversion.

Streamlining the Lead Generation Process

Traditional lead generation methods often involve manual data entry and delayed follow-ups. Chatbots automate and streamline this entire process, offering significant advantages:

24/7 Availability: Unlike human agents, chatbots work around the clock, capturing leads even when your team is offline.

Automated Data Collection: Chatbots seamlessly collect valuable contact information and insights into customer needs and preferences.

Seamless Integration: Modern chatbots can integrate with your CRM and marketing automation platforms, ensuring smooth data transfer and efficient follow-up.

Reduced Response Times: Quick responses demonstrate excellent customer service and prevent potential leads from losing interest.

Boosting Conversion Rates and Sales

By nurturing potential customers through interactive conversations, chatbots play a vital role in moving them down the sales funnel:

Guiding Customers: Chatbots can guide visitors through your website, highlighting key information and directing them towards relevant products or services.

Addressing Objections: By proactively answering common questions and concerns, chatbots can overcome potential roadblocks in the customer journey.

Scheduling Appointments: Chatbots can automate the process of scheduling demos or consultations, making it convenient for both your team and the potential lead.

Improving Lead Quality: By qualifying leads effectively, chatbots ensure your sales team focuses on prospects with a higher likelihood of conversion.

Data-Driven Insights for Continuous Improvement

The interactions chatbots have with website visitors generate a wealth of valuable data. Analyzing these conversations can provide crucial insights into:

Customer Pain Points: Identifying frequently asked questions and concerns helps you understand your audience better.

Content Gaps: Analyzing chatbot interactions can reveal areas where your website content may be lacking.

Marketing Effectiveness: Tracking which chatbot interactions lead to conversions helps you optimize your marketing campaigns.

Looking Ahead: Chatbots in the 2025 Landscape

In 2025, we can expect chatbots to become even more sophisticated, leveraging advancements in Natural Language Processing (NLP) and Artificial Intelligence (AI). This will lead to:

More Human-like Interactions: Chatbots will become even better at understanding and responding to complex queries.

Omnichannel Integration: Seamless chatbot experiences across websites, social media, and messaging apps will become the norm.

Hyper-Personalization: Chatbots will leverage data to deliver even more tailored and relevant interactions.

Conclusion

In the competitive digital landscape of 2025, businesses that embrace the power of chatbots for lead generation will gain a significant advantage. From instant engagement and streamlined processes to improved conversion rates and valuable data insights, the benefits are undeniable. It's time to move beyond traditional methods and unlock the full potential of conversational AI to fuel your business growth.

[aichatbot08]

Best Conversational AI Services for Next-Gen Chatbot Development

Build your own intelligent chatbot with conversational AI development services from industry-leading conversational AI companies. Get the best conversational AI solutions today.

[samanthasen]

AI Roleplay in NBFC Sales: Mastering the Pitch to Close More Deals

In today’s dynamic landscape, Non-Banking Financial Companies (NBFCs) face growing pressure to convert faster, pitch better, and personalize every conversation. But with changing borrower expectations, regulatory scrutiny, and fierce competition, even experienced sales reps struggle to consistently close deals. That’s where AI in sales for NBFC teams is making a difference. By simulating real-life borrower interactions, AI roleplay platforms are helping reps sharpen their pitch, handle objections, and improve compliance—all before they meet a prospect. As AI in sales for NBFC adoption grows, companies are seeing measurable gains in pitch quality, conversion rates, and confidence on the field.

Key Challenges in NBFC Sales 

Generic Sales Scripts Fall Flat Reps often rely on one-size-fits-all pitches that don’t resonate with diverse borrower profiles.

Low Preparedness for Objections From interest rate concerns to documentation issues, sales reps struggle to confidently respond in live conversations.

Inconsistent Compliance Communication Reps may unintentionally miss key regulatory disclosures or give inaccurate information.

Lack of Real-Time Feedback Sales managers often discover skill gaps only after a deal is lost or a call goes wrong.

Onboarding New Reps Takes Too Long It takes weeks—sometimes months—for new hires to become field-ready, impacting productivity and revenue.

Ways Awarathon’s AI Coach Powers NBFC Sales Success

Awarathon is a smart training platform that helps sales teams improve their skills through realistic practice. It uses AI to simulate real customer conversations, helping reps get better at pitching, handling objections, and following compliance rules—all before they meet actual customers.

See how our AI coach trains your NBFC sales team

Train with Real Borrower Profiles

NBFCs serve a diverse borrower base—first-time credit seekers, small business owners, gig workers, and salaried professionals, each with unique challenges and priorities. Awarathon creates AI personas that reflect these real borrower types. Reps learn to tailor their pitch tone, financial terminology, and benefits based on the borrower’s income pattern, risk appetite, and repayment capacity. This boosts the rep’s ability to personalize conversations and build trust faster.

Build Strong Compliance Habits

NBFCs must follow stringent regulatory and lending guidelines, especially when pitching loan terms, interest rates, or recovery processes. Awarathon’s AI listens for every critical detail and instantly flags missed disclaimers, overpromises, or policy violations. It reinforces compliant language during training itself. It also helps reps build regulatory habits, avoid penalties, and ensure clarity in every conversation.

Roleplays That Adapt Like Real Conversations

Borrowers often raise concerns like “Why is your interest rate higher than banks?” or “What are the hidden charges?” Awarathon prepares reps for these objections through interactive roleplays that mimic real resistance. The AI coach introduces price sensitivity, trust issues, and eligibility doubts mid-conversation—training reps to respond with transparency, clarity, and empathy. With repeat practice, reps learn to stay composed, informative, and persuasive under pressure.

Adaptive Roleplay That Changes Based on Input

Unlike static modules, Awarathon adapts in real-time. If a rep gives a vague answer about loan tenure or eligibility, the AI client becomes more skeptical and asks for tougher follow-ups. But if the rep handles the query confidently, the scenario progresses positively. This real-time branching mirrors actual borrower behavior—preparing reps to stay alert, think on their feet, and navigate challenging conversations smoothly.

Deep Performance Analytics for Coaching

Every rep has different blind spots—some hesitate, some oversimplify, and some forget compliance language. Awarathon doesn’t just score reps; it provides detailed, behavior-based insights into their performance. Managers can view which reps are struggling with documentation clarity, interest rate articulation, or confidence. This helps NBFC leaders move away from generic training and invest in targeted coaching that accelerates field readiness.

For NBFCs, closing more deals means sharper pitches, better objection handling, and strict compliance. Awarathon makes this possible with AI-driven, scenario-based training that mirrors real conversations. It helps reps get field-ready faster and perform with confidence. Simply put, Awarathon is how smart NBFCs are preparing their teams to win.

[technologyequality]

Automate Your Sales Pipeline & Watch Revenue Grow: AI’s Secret to Closing More Deals

Automate Your Sales Pipeline & Watch Revenue Grow AI’s Secret to Closing More Deals Let’s be honest—following up with leads can feel like herding cats. You send emails, leave voicemails, drop a friendly “just checking in” message on LinkedIn… and then? Crickets. Meanwhile, potential sales are slipping through the cracks because, let’s face it, manual follow-ups are time-consuming and…

[precallai]

Integrating AI Call Transcription into Your VoIP or CRM System

In today’s hyper-connected business environment, customer communication is one of the most valuable assets a company possesses. Every sales call, support ticket, or service request contains rich data that can improve business processes—if captured and analyzed properly. This is where AI call transcription becomes a game changer. By converting voice conversations into searchable, structured text, businesses can unlock powerful insights. The real value, however, comes when these capabilities are integrated directly into VoIP and CRM systems, streamlining operations and enhancing customer experiences.

Why AI Call Transcription Matters

AI call transcription leverages advanced technologies such as Automatic Speech Recognition (ASR) and Natural Language Processing (NLP) to convert real-time or recorded voice conversations into text. These transcripts can then be used for:

Compliance and auditing

Agent performance evaluation

Customer sentiment analysis

CRM data enrichment

Automated note-taking

Keyword tracking and lead scoring

Traditionally, analyzing calls was a manual and time-consuming task. AI makes this process scalable and real-time.

Key Components of AI Call Transcription Systems

Before diving into integration, it’s essential to understand the key components of an AI transcription pipeline:

Speech-to-Text Engine (ASR): Converts audio to raw text.

Speaker Diarization: Identifies and separates different speakers.

Timestamping: Tags text with time information for playback syncing.

Language Modeling: Uses NLP to enhance context, punctuation, and accuracy.

Post-processing Modules: Cleans up the transcript for readability.

APIs/SDKs: Interface for integration with external systems like CRMs or VoIP platforms.

Common Use Cases for VoIP + CRM + AI Transcription

The integration of AI transcription with VoIP and CRM platforms opens up a wide range of operational enhancements:

Sales teams: Automatically log conversations, extract deal-related data, and trigger follow-up tasks.

Customer support: Analyze tone, keywords, and escalation patterns for better agent training.

Compliance teams: Use searchable transcripts to verify adherence to legal and regulatory requirements.

Marketing teams: Mine conversation data for campaign insights, objections, and buying signals.

Step-by-Step: Integrating AI Call Transcription into VoIP Systems

Step 1: Capture the Audio Stream

Most modern VoIP systems like Twilio, RingCentral, Zoom Phone, or Aircall provide APIs or webhooks that allow you to:

Record calls in real time

Access audio streams post-call

Configure cloud storage for call files (MP3, WAV)

Ensure that you're adhering to legal and privacy regulations such as GDPR or HIPAA when capturing and storing call data.

Step 2: Choose an AI Transcription Provider

Several commercial and open-source options exist, including:

Google Speech-to-Text

AWS Transcribe

Microsoft Azure Speech

AssemblyAI

Deepgram

Whisper by OpenAI (open-source)

When selecting a provider, evaluate:

Language support

Real-time vs. batch processing capabilities

Accuracy in noisy environments

Speaker diarization support

API response latency

Security/compliance features

Step 3: Transcribe the Audio

Using the API of your chosen ASR provider, submit the call recording. Many platforms allow streaming input for real-time use cases, or you can upload an audio file for asynchronous transcription.

Here’s a basic flow using an API:

python

CopyEdit

import requests

response = requests.post(

    "https://api.transcriptionprovider.com/v1/transcribe",

    headers={"Authorization": "Bearer YOUR_API_KEY"},

    json={"audio_url": "https://storage.yourvoip.com/call123.wav"}

)

transcript = response.json()

The returned transcript typically includes speaker turns, timestamps, and a confidence score.

Step-by-Step: Integrating Transcription with CRM Systems

Once you’ve obtained the transcription, you can inject it into your CRM platform (e.g., Salesforce, HubSpot, Zoho, GoHighLevel) using their APIs.

Step 4: Map Transcripts to CRM Records

You’ll need to determine where and how transcripts should appear in your CRM:

Contact record timeline

Activity or task notes

Custom transcription field

Opportunity or deal notes

For example, in HubSpot:

python

CopyEdit

requests.post(

    "https://api.hubapi.com/engagements/v1/engagements",

    headers={"Authorization": "Bearer YOUR_HUBSPOT_TOKEN"},

    json={

        "engagement": {"active": True, "type": "NOTE"},

        "associations": {"contactIds": [contact_id]},

        "metadata": {"body": transcript_text}

    }

)

Step 5: Automate Trigger-Based Actions

You can automate workflows based on keywords or intent in the transcript, such as:

Create follow-up tasks if "schedule demo" is mentioned

Alert a manager if "cancel account" is detected

Move deal stage if certain intent phrases are spoken

This is where NLP tagging or intent classification models can add value.

Advanced Features and Enhancements

1. Sentiment Analysis

Apply sentiment models to gauge caller mood and flag negative experiences for review.

2. Custom Vocabulary

Teach the transcription engine brand-specific terms, product names, or industry jargon for better accuracy.

3. Voice Biometrics

Authenticate speakers based on voiceprints for added security.

4. Real-Time Transcription

Show live captions during calls or video meetings for accessibility and note-taking.

Challenges to Consider

Privacy & Consent: Ensure callers are aware that calls are recorded and transcribed.

Data Storage: Securely store transcripts, especially when handling sensitive data.

Accuracy Limitations: Background noise, accents, or low-quality audio can degrade results.

System Compatibility: Some CRMs may require custom middleware or third-party plugins for integration.

Tools That Make It Easy

Zapier/Integromat: For non-developers to connect transcription services with CRMs.

Webhooks: Trigger events based on call status or new transcriptions.

CRM Plugins: Some platforms offer native transcription integrations.

Final Thoughts

Integrating AI call transcription into your VoIP and CRM systems can significantly boost your team’s productivity, improve customer relationships, and offer new layers of business intelligence. As the technology matures and becomes more accessible, now is the right time to embrace it.

With the right strategy and tools in place, what used to be fleeting conversations can now become a core part of your data-driven decision-making process.

[getwiserai]

AI-Powered Upsells: The Secret to Higher AOV for Your Shopify Store!

Did you know that 35% of online stores' revenue comes from AI-powered product recommendations?

If you still rely on manual upsells for your Shopify store, you're leaving money on the table! 😥

WISER’s AI-driven recommendations:

✅ Boost AOV & conversions

✅ Personalized shopping experiences

✅ Maximize revenue with zero guesswork

📈 Ready to let AI drive more sales for your store? Try Wiser AI today!🔗 https://getwiser.ai/

[inklingdd]

Marketing Automation the Future? Here’s What Experts Say

Discover the future of marketing automation and how AI-driven solutions are transforming digital strategies. Learn expert insights,

[olivergisttv]

Boosting Online Course Sales with AI-Generated Landing Pages

Creating high-converting landing pages for your online course is one of the most crucial elements in boosting sales. But with the growing competition and changing customer preferences, the traditional methods may not always cut it anymore. This is where AI-generated landing pages come into play. In this article, we’ll explore how using AI can supercharge your landing page design, increase…

[innovaticsblog]

Looking for Conversational AI  Consulting Company. Look no futher than innovatics. Innovatics is the best for you.