In today's dynamic business environment, managing calls efficiently and gathering valuable information from callers is paramount. One of the most popular implementations of echowin is to conduct caller questionnaires. In this guide, we'll explore how to harness the power of echowin's AI call answering for effective questionnaire administration within your call system.
Imagine this scenario: you are a law firm specializing in personal injury defense litigation. You receive hundreds of customer calls every day. Most of your incoming calls can be potential clients seeking legal representation. However, you need a lot more information before making sure they are legitimate claims. Questionnaires can be your strategic ally in transforming each call answering scenario into an opportunity for efficient data collection and client screening.
echowin is not just a call answering software—it is a comprehensive AI-powered platform that lets you design and streamline your business’ call management processes. One of echowin’s standout features is the capability to seamlessly incorporate and execute caller questionnaires, making it an invaluable tool for businesses seeking to collect data and insights directly from their audience.
Begin by creating an echowin account. Once registered, you'll gain access to an array of features designed to enhance your call answering capabilities. Create your own AI agent to represent your business, configuring its attributes such as voice, greeting, time zone, etc.
Inside your echowin portal, locate the dedicated Agent page. Within your agent page, make sure to navigate to Scenarios and create a new Scenario. Scenarios allow you to create, customize, and deploy many customizable features, including questionnaires, as part of your call answering strategy.
You need to name your Scenario appropriately so that your AI agent knows when to invoke a questionnaire. It can be something like “When a caller talks about needing an injury defense lawyer”. This naming convention lets you seamlessly integrate questionnaires to your call answering flow.
Craft a questionnaire tailored to your specific needs. Utilize echowin’s intuitive interface to add various tasks such as Ask Question, Speak and Evaluate. Consider the goals of your survey and structure questions accordingly.
Here is an example on how to design your echowin questionnaire.
You can ask the caller's location using the AskQuestion task:
You can use the Evaluate task to judge if the client is within US or Canada:
If the Evaluate task judges the caller to be outside of US and Canada, you can design a response using the Speak task:
If your agent evaluates the caller to be within the US or Canada, you can design an elaborate set of questions as part of your questionnaire:
And voila! You have successfully designed a smart, AI-powered questionnaire for your echowin calls.
Prior to launching your questionnaire on a larger scale, conduct thorough testing. Utilize your agent’s playground to experience the questionnaire from the caller's perspective. This step ensures a smooth and effective survey process.
The following image shows a playground simulation of our scenario:
Once satisfied with the configuration and testing, deploy your questionnaire in a live environment. You can do this by turning on your scenario. Use the “Conversations” page to monitor real-time calls and gather valuable insights from your callers.
echowin's AI call management solution empowers businesses to not only manage calls efficiently but also gather crucial information through integrated caller questionnaires. By following the steps outlined in this guide and incorporating best practices, you can harness the full potential of echowin for a more intelligent and data-driven approach to call management.
Unlock the capabilities of echowin today and revolutionize your call processes with integrated, AI-driven caller questionnaires! Sign up now to elevate your business' call management with echowin.
It is difficult to choose the perfect phone call system that handles your business calls. We're making it easier to choose by discussing the pros and cons of the existing competitors in the industry.
Imagine entering a courtroom, armed not just with your legal acumen, but a treasure trove of Artificial Intelligence-powered insights predicting litigation outcomes. Sounds like sci-fi, right? Well, not anymore. AI tools can now analyze judgements from the past and case specifics to predict possible verdicts, a unique capability that could inject a new level of confidence in your case strategy.
Discover how modern AI voice agents are revolutionizing customer service with natural conversations, 24/7 availability, and intelligent automation. Learn about their key benefits, real-world applications, and how they're transforming the future of customer experience.
Train like a human employee
Connect websites, docs, and FAQs
Deploy across platforms
Validate before deployment
Instruct, train, test and deploy AI voice agents in record time without compromising on capabilities and scalability. Built for solution developers, agencies, IT Teams, entrepreneurs and builders.
Deploy an agent on phone, website or Discord, analyze caller's sentiment, get summaries, transfer calls, schedule appointments and more. This is not your average voice platform, it's the whole package.
Our document based editor hides all the complexity of training your agent, just type instructions like you are training a human employee. Your agent automatically learns about your your business from your website, documents or FAQ.
Have full visibility into the operations of your AI Agents with live transcriptions, recordings, call summaries, sentiment analysis and more. Make intelligent informed decisions with data you can trust.
Deploy agents in 30+ languages with real-time switching. Our Omni Language Engine enables callers to speak in any language globally.
Get everything in one platform - from phone numbers to training and analytics. Launch your AI solution in minutes with our easy process.
Experience human-like interactions with state-of-the-art language models. Our optimized engine ensures fluid, context-aware dialogues.
Connect to 7000+ tools via Zapier, webhooks and APIs. Easily automate workflows just by typing instructions and enable your agent to take actions during conversations.
See how much you can save by switching to echowin
20 credits per minute
3 credits per message
Free forever to build, only pick a plan when you deploy. No credit card required.