CrocoClick AI Agent is an intelligent voice assistant that automatically answers your company's calls in a natural and personalized manner.

In other words, it's like a virtual receptionist available 24/7, capable of conversing with your customers and performing various actions during the call thanks to advanced voice recognition and language comprehension technology.

Key Benefits and Capabilities

24/7 Availability

Your agent never sleeps: they take calls at any time so your customers never go unanswered. The result: no more missed opportunities and improved customer satisfaction.

Natural Conversations

The agent understands common phrases and the context of a conversation. No more monotonous robots! Choose the voice (male or female, with over 80 options) and language (from 7 available, including French, English, Spanish, etc.) for a personalized welcome.

Customization of Tone and Personality

Define your agent's "personality" with simple instructions. For example, choose a friendly, professional, or humorous tone and customize the welcome and closing messages to reflect your company's image.

Automatic Live Actions

The agent doesn't just chat: it can save contact information directly to your CRM, trigger actions (such as sending follow-up texts or emails), or even transfer the call to a colleague if necessary. It also knows how to politely end the call once the conversation is over.

Easy Integration with Your Phone System

The AI Agent integrates seamlessly with your phone system. Simply assign it to one or more numbers in your account and it will intercept incoming calls.

Please note that the agent only works with numbers provided by the CrocoClick platform.

Activity Schedule Management

You define the time slots during which the agent answers calls (for example, Monday to Friday from 9 a.m. to 6 p.m.). Outside these time slots, your usual rules (voicemail, call transfer, etc.) apply.

Multilingual Support

Greet your customers in their preferred language. During setup, choose the language and voice to provide a customized customer experience.

Creating and Configuring Your AI Agent

Where to Create Your AI Agent?

Go to Settings > AI Agents in your CrocoClick space.

There you will see a list of your agents (initially empty) and a button to create a new one.

Creation Steps

1. Agent Details

   • Name and Company: Give your agent a name (e.g., "Croco Assistant") and check the company name that will be used in responses.

   • Voice Selection: Listen to the available options to select the one that best suits your image.

   • Welcome Message: Customize the welcome message (e.g., "Hello, thank you for calling [Your Company]. How can I help you?").

2. Define Agent
   Objectives Two modes are available:

   • Basic Mode: Check the standard objectives (collect name, email, reason for call, etc.) without having to write a script.

   • Advanced Mode: Write a detailed prompt to precisely define the agent's behavior and actions (e.g., make appointments, transfer the call, etc.).

   You can even combine these two modes to refine the agent's responses.

3. Phone and Availability

   • Number Assignment: Choose the numbers that the agent will respond to. You can assign them to a dedicated number or share them across multiple lines.

   • Work Hours: Enable the "Set work hours" option to choose the time slots during which the agent will respond.

4. Workflows and Notifications

   • Workflow Triggers: Configure automatic actions after each call, such as sending an internal email or a thank-you text message.

   • Email Notifications: Enter one or more email addresses to receive a complete summary after each call (contact information, duration, transcript, etc.).

Once these steps have been completed, your AI Agent is ready to use!

Test Your AI Agent

Before putting it into production, make a few test calls to check its behavior. Use the built-in testing tool to:

• Initiate a simulated call by choosing a test number.

• Check the transcript, audio recording, and call duration.

• Ensure that all information (name, email, etc.) is correctly recorded and that actions (workflows, SMS) are triggered as expected.

This testing phase will allow you to adjust the settings and improve your agent's efficiency.

Incoming Call Management

Your AI Agent can be configured to intervene in two ways:

1. Without Active Call
   Forwarding The agent immediately answers on a dedicated number. This ensures that no call goes unanswered, which is ideal if your team is overwhelmed.

2. With Call
   Forwarding If your number first rings on a landline or mobile phone, you can:

   • Configure the agent to take over if there is no answer.

   • Reduce the ring time so that the agent can respond quickly before the call is redirected to an external voicemail.

Performance Tracking with the Dashboard

Once the agent is on duty, a dedicated dashboard provides you with all the essential statistics:

• Call Volume: Total number of calls handled, with a graph showing the trend over the selected period.

• Call Duration: Cumulative and average conversation duration, to measure the complexity of requests.

• Triggered Actions: Details on the number of workflows launched, SMS messages sent, and other automatic actions.

• Information Updates: Frequency of contact field updates (e.g., number of times the email address was collected).

• Sentiment Analysis: Assess the general mood of callers (positive, neutral, or negative) to adjust your responses.

• Filters and Comparisons: Compare performance by period or by agent to identify trends and optimize your service.

Use this data to adjust your agent's script, add new standard responses, or even delegate more tasks to AI if the results are conclusive.

FAQ - Frequently Asked Questions

Q: Can I create multiple AI agents for my business?

A: Yes, you can create multiple agents according to your needs. For example, you can have one agent dedicated to French-language support and another for English, or even separate functions between after-sales service and prospecting. Each agent has its own dashboard to compare their performance.

Q: What is the difference between Basic mode and Advanced mode?

• Basic mode: Ideal for getting started, it allows you to check standard objectives (collecting names, email addresses, etc.) without having to write a script.

• Advanced mode: Offers you fine-grained customization by allowing you to write a detailed prompt to define agent behavior and configure specific actions such as call transfer or workflow triggering.

Q: How does call management work in the event of a call forwarding?

You can configure the agent to respond immediately on a dedicated number or to take over as a backup after a short ring time. This flexibility allows you to ensure that the call is handled before it is redirected to an external voicemail.

Q: What types of automatic actions can the AI Agent perform during a call?

The agent can save contact information in your CRM, trigger workflows (emails, SMS, etc.), transfer the call to a colleague, and even politely end the call once the conversation is over.

Q: What customization options are available?

A: You can choose from over 80 voice options and 7 languages, customize the agent's tone (friendly, professional, humorous, etc.), and edit the welcome and closing messages to match your company's image.

Q: Can I test my AI Agent before deploying it in production?

Absolutely. The platform offers a built-in testing tool that allows you to make simulated calls. This allows you to check the transcript, duration, and execution of automatic actions, and adjust settings before final deployment.

Ready to free up time for your team?

Take action today: go to Settings > CrocoClick AI Agents and create your first virtual agent.

With the right configuration and a few tests, your new assistant will handle routine calls professionally, ensuring an immediate and personalized welcome for each of your customers.

Welcome to the era of the smart (and automated!) switchboard.