All agents
Sample lead

An illustrative example of a real audit flow inside the Nubex Software pipeline.

JC

Javiera Campos

Nubex Software (pipeline)

Source
Entire active pipeline, all channels
Goal
Every commitment kept or escalated, nothing dropped
  1. May 22 · 12:40Call

    Outgoing call

    Answered · 6:12

    Transcript

    1. Sophie

      Perfect, Javiera. Are you working with another provider today?

    2. Javiera

      Yes, a local tool. Our current contract ends in June, so we're not in a rush.

    3. Sophie

      Understood. And how big is your sales team?

    4. Javiera

      Eight people, plus two coordinators.

    5. Sophie

      Great. I'll send you the general info so you have it on hand.

    6. Javiera

      Sounds good, thanks Sophie.

  2. May 22 · 17:05WhatsApp
    Sophie

    Before deciding I'd like to see the brochure with plans and pricing.

    Of course Renata, I'll send it to your email today.

    Perfect, I'll wait for it.

  3. May 25 · 07:00Platform

    Daily audit completed. 214 conversations reviewed.

  4. May 25 · 07:04Platform

    Commitment detected in the call with Javiera. Recontact task created for Jun 1.

  5. May 25 · 07:05Platform

    Unfulfilled promise detected. Brochure promised to Renata 3 days ago, never sent. Email triggered.

  6. May 25 · 07:26Email
    Email
    S

    Sophie · Nubex Software (pipeline)

    To Javiera

    The brochure we promised you

    Hi Renata, you asked for our brochure and it slipped through. Here it is, with plans and pricing inside. If you want, I can walk you through it on a 10 minute call this week.

  7. May 25 · 09:12WhatsApp
    Sophie

    Just got the brochure, thanks! The middle plan looks interesting.

    Glad it helped, Renata. Want me to book that 10 minute call to go over it?

    Yes, Thursday morning works for me.

    Done, Thursday at 10:00. Confirmation is on its way to your email.

  8. May 25 · 09:15Platform

    Promise closed. Meeting booked with Renata Fuentes for Thursday at 10:00.

  9. May 27 · 07:10Platform

    Silent deal detected. Reactivation task assigned to the Sales agent.

  10. May 29 · 18:00Platform

    Weekly summary. 3 commitments rescued. 0 dropped.

24/7

Nothing slips anymore

In one week the Auditor rescued 3 commitments that had been forgotten. Every promise now happens on time or gets escalated to a human.

Want this agent working your leads?

Sophie replies in seconds.