Roles · Any business

AI call agent

Records customer information and maintains contact records for the business.

Leilani Rodriguez“I record customer information and maintain contact records.”An example character, not a real person.
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Call agent · What it does

Three tasks it takes off your hands

  1. Obtain customer information and enter orders into computers.
  2. Maintain records of contacts, accounts, and orders.
  3. Record names, addresses, purchases, and reactions of prospects.
Where these come from

The tasks of “Telemarketers” (O*NET 41-9041.00), as O*NET lists them:

  • Obtain customer information such as name, address, and payment method, and enter orders into computers.
  • Maintain records of contacts, accounts, and orders.
  • Record names, addresses, purchases, and reactions of prospects contacted.

Call agent · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Salesforce software

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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