AI Agents: The tool you didn't
know you needed
Use Cases
Functionality You Will Love
01
AI Agent for Conversation Analysis in a Call Center
An AI Agent analyses thousands of conversations in a company's call centre to obtain key insights. It evaluates agent friendliness, script adherence, problem resolution effectiveness, and detects cross-selling opportunities and frequently requested products. In addition, it identifies products that customers are asking for and the company does not offer, providing ideas for expanding the catalogue. The tool generates detailed reports showing agent performance, resolution times, and product trends, helping to improve training, optimise service offerings and increase customer satisfaction.
03
AI Agent to Prioritize and Qualify Customers and Leads in CRM
An AI Agent analyses the customer and lead base in an organisation's CRM, evaluating interactions, communication history and behaviour to rate the quality of each contact. The AI Agent generates a priority score and classifies leads by type and level of interest, such as 'high priority' or 'medium priority'. It then sends a weekly email to each sales rep with a personalised list of priority leads and specific recommendations on how to address them, optimising their time and effectiveness. The insights provided enable personalised attention and more effective sales strategies, maximising conversion and improving commercial decision making.
02
AI Agent for Customer Service in an Insurance Company
An AI agent implemented in an insurance company revolutionises customer service by providing personalised and agile service in every interaction. With access to history and CRM, the agent answers queries, suggests appropriate coverage, manages contracts and cancellations, and facilitates claims resolution in real time. If a customer has an accident, the agent can initiate the claim, coordinate repairs and send automatic notifications. This solution optimises efficiency, reduces the burden on service teams and improves the customer experience by providing fast, personalised responses at every stage of the process.
04
Creating Conversational Applications with AI Agents
Companies can develop conversational applications in seconds, transforming applications such as CRM and ERP into 100% interactive tools. A built-in AI Agent automates key tasks such as proposal generation, customer management and reporting, all through intuitive conversations. This technology collects and personalises information from each customer, generates documents tailored to their needs and automatically tracks each interaction. By facilitating the creation of conversational applications, SumoPPM enables organisations to streamline workflows, improve personalisation and increase the efficiency of customer service and commercial management.