Qualify the enquiry
Use a chat or voice agent to collect the need, timing and questions before the team follows up.
AXL for sales teams
Spend the call on the customer.
Qualify enquiries, book the next conversation and keep the follow-up close to the deal.
The next person can pick up the context.
A call becomes part of the contact history. Teammates can review the recording and transcript before deciding what should happen next.
- CallUse the browser phone.
- RememberKeep notes and history.
- BookCheck real availability.
- Follow upContinue the scenario.
Build around the conversation.
Call with context
Find the contact, select your business caller ID and keep notes beside the conversation.
Book the next step
Attach booking pages to the agent so it can check availability and book the contact.
Follow up on purpose
Use the call outcome and contact activity to choose the next task or connected-channel message.
Start by describing the outcome.
Create a chat agent that asks what the lead needs, qualifies the enquiry and books a consultation. Add an AI reminder call before the appointment.
Your built-in AI Assistant or connected agent can help configure the workflow. Review it, connect the required channels and test before enabling customer conversations.
Before you start
Can I use AI and team calls together?
Yes. Use the browser softphone for the team and configure a voice agent on the numbers it should answer.
Does this include a predictive dialer or workforce planning?
These pages describe AXL browser calling, voice agents and customer workflows. Do not assume predictive dialing, staffing schedules or specialist contact-center capabilities.
What must be ready before launch?
Prepare the business facts, a funded account, the required number or connected channels, and the booking pages the agent should use. Test the complete conversation.
Start with one conversation worth improving.
Configure the agent and follow-up around a real customer task.
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