Introducing: Convert Assist
Brianna Weaver
Community team
Our latest AI innovation to join the CallRail suite of products is here!
Convert Assist helps businesses quickly respond to unclosed leads and improve lead-to-sale conversion by providing clear next steps for each lead, ready-to-use follow-up messages, and relevant agent coaching. Using CallRail's AI, Convert Assist will generate actionable insights to convert more leads and deliver quality customer experiences efficiently.
Trifecta of tools to help you close quick
- Action Plan: Surfaces easy-to-understand next steps for every lead, based on all prior calls with your business, to ensure follow-up and increase lead conversion.
- Smart Follow-Up: We'll automatically draft ready-to-send email messages or call-back content to enable quick and customized re-engagement.
- Coaching: Receive practical front-line coaching to improve agent conversations for better customer experience and increased lead conversion.
Are you one of the first to try Convert Assist? Help us make it perfect! Drop your first impressions and feedback below.
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Comments
Hello,
Can you please explain in detail that how to install this Convert Assist? I don't know the process and if there is any video tutorial that would help to install everything and would get the benefit of this feature.
Thank You!
Just activated a trial. This looks like a good feature!
Is there any way I can send an email with all the details of the call to a specific user (I am on an agency account and would like to send summaries of each call to clients immediately after the call).
Thanks,
Marcus
Hi Rana! No need to “install” anything - once you start your trial of Convert Assist, you should see a pop-up on your Activity page to take a tour of the features, but you can also go to your Activity page and click into any recent call. From there, you’ll see a Convert Assist button to click on which will activate those features to analyze that specific call. I have connected with your account representative as well and he’ll reach out to see if you need any more assistance!
Hi Marcus!
We’re really excited for you to try out the Convert Assist features! If you want to send any of the AI-generated content from ConvertAssist to a specific user automatically - that is not a function we have right now, but you can certainly copy and paste any of the AI-generated content to send however you like. Let me know if that answers your question!
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