Give your agents the service and product information that makes your business useful to the people you serve.
Accounting & advisory
Help prospective clients understand your services and explain their business needs. Miro can answer initial questions from your approved knowledge and help visitors book a discovery call. Leo can continue the email conversation with that context.
Start with a relevant reason to speak. Leo can research company context for outreach, answer replies using your service information, and share the prospect’s needs and timing when your team takes over.
Help interested visitors understand your product. Miro answers from your product information and FAQs, captures the company’s needs, and helps suitable prospects take the next step toward a demo or sales meeting.
Pick up a conversation with the full story. Your agents capture questions, needs, and buying context so your team can follow through without asking a prospect to repeat everything.
Keep interest moving after the first visit. Answer website questions while prospects explore your offer, and use your approved knowledge to keep email follow-up relevant and consistent.
Start with one workflow you want off your plate. Choose website conversations or lead nurturing, prepare your business knowledge, and follow your agents’ activity from one platform.
Miro answers a visitor’s question using your website, documents, and FAQs. As the conversation develops, he asks for useful qualifying context and offers a relevant next step.
Leo uses company context and your approved knowledge to write relevant outreach, answer replies, and keep the conversation moving. Your team can step in with the thread already in view.
Connect your ideal customer profile with the evidence in a conversation. Lead scoring and captured qualification details help your team understand fit, buying intent, and the context behind the next step.
Miro can offer available times and book a meeting during a website chat. Leo can share your configured booking link when an email conversation is ready for that step. Your team receives the conversation context.