Callbook.ai
Callbook.ai is an end-to-end AI phone system that integrates seamlessly with Zoho CRM, helping businesses manage calls and store call data efficiently.
https://callbook.ai/
Product Information
Updated:Aug 28, 2024
What is Callbook.ai
Callbook.ai is an innovative AI-powered phone system designed specifically for integration with Zoho CRM. It offers human-like AI calls that can be deployed instantly, enabling businesses to automate their phone interactions while maintaining a natural conversational flow. This solution addresses common challenges in implementing AI phone systems, such as low-quality calls, integration difficulties, and the need for extensive fine-tuning.
Key Features of Callbook.ai
Callbook.ai is an end-to-end AI phone system that integrates seamlessly with Zoho CRM, enabling businesses to automate calls and efficiently manage call data. It features human-like AI assistants capable of handling 10-40 minute conversations, perfect recall, and the ability to take autonomous actions across thousands of applications. The system is designed for easy integration, pre-configured for immediate use, and includes customizable workflows within Zoho CRM.
Seamless Zoho CRM Integration: Pre-configured to work instantly with Zoho CRM, allowing for easy data management and workflow automation.
Human-like AI Assistants: Capable of conducting natural, extended conversations lasting 10-40 minutes, with infinite memory and perfect recall.
Customizable Tasks and Data Saving: Allows users to specify tasks for AI assistants and define where call information should be saved in Zoho CRM.
Workflow Integration: Can be included in Zoho CRM workflows, with customizable timing for automated calls.
Use Cases of Callbook.ai
Lead Qualification: Automate initial contact with leads to gather information and qualify potential customers before human follow-up.
Appointment Scheduling: Use AI assistants to book meetings or appointments, saving time for sales and customer service teams.
Customer Support: Handle routine customer inquiries and support requests, freeing up human agents for more complex issues.
Data Gathering: Collect and update customer information automatically, ensuring CRM data is always current and comprehensive.
Pros
Seamless integration with Zoho CRM
Human-like AI capable of handling extended conversations
Customizable workflows and data management
Cons
Potential high cost with per-minute pricing and monthly fee
Limited to Twilio phone numbers for connectivity
Requires explicit permission for every number called
How to Use Callbook.ai
Sign up for Callbook.ai: Visit the Callbook.ai website and sign up for an account. There may be a $100 monthly fee to get started.
Integrate with Zoho CRM: Connect Callbook.ai to your Zoho CRM account. This integration should be straightforward with no extra developers required.
Configure your AI assistant: Provide context and assign specific tasks to your AI assistant, just like you would brief a new team member. Include relevant business information needed to handle calls effectively.
Set up data mapping: Specify which call data should be saved and where it should be stored in your Zoho CRM fields.
Set up workflows: Include Callbook.ai in your Zoho CRM workflows to trigger automated calls at specified times.
Connect a phone number: Connect a Twilio phone number to use for making calls. Callbook.ai only supports Twilio numbers.
Ensure proper authorization: Make sure you have permission from every phone number you plan to call using the system.
Start making calls: Begin using the AI assistant to make calls. You'll be charged $0.25 per minute for connected calls, billed to the exact second.
Monitor and optimize: Review call data and insights in Zoho CRM to optimize your AI calling strategy over time.
Callbook.ai FAQs
Callbook.ai is an end-to-end AI phone system that integrates seamlessly with Zoho CRM, helping manage calls and store call data efficiently. It uses human-like AI to handle phone calls and automatically save relevant information to Zoho CRM.
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