AI Reception to send message on call transfer

[TerryKC]

Hi All,

I've been trying to setup a AI receptionist for a booking system. I can get the AI to ask the correct questions (booking date, time, reason etc), then it transfers the call to a booking agent with the booking information in the call screening. As the call screen information is only displayed when the call is ringing, I would like the booking information to be emailed or sent as a chat message at the same time the call is transferred.

I've defined all the booking information as variables for the agent, but I can't get it to send a message at all.

Can I check if this is possible with the current release (V20 U8/9) or if this feature might be added in a later release?

Thanks

 

[KyriacosS_3CX]

Hello,

Screening to email is on the roadmap, keep watching out for relevant announcements.

 

[TerryKC]

Thanks, looking forward to this.

In the meantime, is there a way to get the variables obtained from an AI receptionist into a call flow script?

 

[nikolascx]

Hi dear @TerryKC
Yes this is the next step. Personally working on it.
Send me a PM let's collaborate.

 

[TerryKC]

PM Sent

 

[newfreedom]

Hi dear @TerryKC
Yes this is the next step. Personally working on it.
Send me a PM let's collaborate.

Very interested in this also, we are a behavioral health company developing an intake process handled partly by AI Receptionists. We want it to gather relevant data from the caller and if qualified, create a Salesforce record and notify our Intake team. We'd like this to be as close to real-time as possible so that from the user experience standpoint, the AI Receptionist can transfer the call to a live Intake specialist, and that Intake specialist would already see the collected intake data.