The Help Centre…
Sales dept.
Frequently Asked Questions
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Not at all.
It starts with genuine discovery. Understanding what somebody actually needs, before moving into specifics.However, if a customer already knows exactly what they need, it won't over-probe, it moves straight to gathering the details.
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No. It qualifies and hands off the lead to the nominated team member or department.
Closing, pricing, and booking confirmation stay with your team. We handle the time consuming and repetitive early stages. -
A summary of the conversation
Contact details
A drafted reply you can send as-is or adapt
The new contact and lead added to your CRM automatically, or updating the records of an existing customer if they already exist in your system.
A link to the full transcript.
All delivered to the email and/or Slack of the nominated team member or department.
We also offer the option to add custom requirements, which the bot will probe for and add to the lead summary. -
A lead that's ready for handoff with a reachable contact, from genuine qualification work. Not a one-message exchange where the customer stated everything unprompted and got an instant handoff.
That kind of single-shot form-fill isn't billed as a lead. -
If someone asks something that's clearly an existing-customer support issue, Handled recognises the mismatch, tells them plainly that a specialist should help, and routes it to your support contacts instead, rather than trying to answer outside its lane.
We do of course have our Support Bot. If subscribed to both the unified bot, or “Double Agent” will automatically detect which workstream and assign the lead or resolved query to the correct team. -
Only if it genuinely fits what the customer has described. Never as a generic pitch bolted onto every conversation.
Ask us anything!
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