Surveys / NPS / market research

Surveys / NPS / market research in AI Voice Agent helps teams run a connected Use Cases workflow with approvals, audit trails and reporting.

How This Feature Works

  1. Define use case, Pick from templates: lead qualification, appointment booking, payment reminder, survey, smart receptionist.
  2. Build conversation flow, Visual flow builder with prompts, branches, knowledge base. Test with sample calls.
  3. Connect data, Pull contact list from CRM; expose APIs for booking calendar, payment links, transfer rules.
  4. Launch campaign, Schedule outbound calls, configure pace, retry rules, do-not-call windows.

Business Outcomes

Related Features

Inbound smart receptionistLead qualification and bookingAppointment reminders / no-show recoveryPayment / fee reminder callsCustomer service tier-1

Industries That Use This Feature

EducationHealthcareLegalProfessional ServicesCustomer Engagement