Article 8: Advanced Features & What’s Next

Congratulations! You’ve completed the “Getting Started” guide and have successfully set up, trained, and customized your AI agent. You’ve already automated your front desk and are well on your way to doing more with less. But this is just the beginning. Here’s a sneak peek at what else is possible with 365 Agents.

Written By Catherine Weir

Last updated 19 days ago

Smart Call Routing

For larger teams, Smart Call Routing allows your AI to act as an intelligent switchboard operator. Based on the caller’s request, the agent can automatically forward the call to the right person or department.

•Example: If a caller says, “I’d like to speak to someone in sales,” the agent can transfer them directly to your sales line.

Voice-Triggered Workflows

Through our integration with Pipedream, you can connect 365 Agents to over 3,000 other applications. This allows you to create powerful “voice-triggered” workflows.

•Example: When a customer calls and says they are “canceling their service,” you can trigger a workflow that automatically creates a ticket in Zendesk, sends a notification to your retention team on Slack, and adds the customer to a follow-up email sequence in HubSpot.

You’ve Mastered the Basics!

In this series, you have learned how to:

•Go live in under 5 minutes.

•Train your agent on your business.

•Integrate your calendar and CRM.

•Customize your agent’s voice and branding.

•Manage your account and billing.

You have everything you need to save time, capture more revenue, and scale your business without hiring more staff.

Where to Go from Here

This guide was just a starting point. For more in-depth tutorials, case studies, and advanced strategies, explore our full Knowledge Base.

Welcome to the future of business automation. Welcome to 365 Agents.