AI-powered capabilities for inbound & outbound BPO sales.
Features across sales, leads, surveys, AI, compliance, and reporting — purpose-built for live inbound and outbound call center operations.
Sales Leads Surveys
Real-Time Sales Tracking
See every sale the moment it's entered. Live dashboard updates across agents, teams, and campaigns — no polling, no refresh.
- Revenue counter updates in real time
- Per-agent and per-campaign breakdowns
- Hourly, daily, and shift-level views
Lead Management & Disposition
Capture, route, and disposition leads in real time. Single-screen disposition forms with validation, duplicate check, and instant sync to campaign owner systems.
- Single-screen disposition form
- Real-time duplicate check
- Lead status sync to CRM and dialer
Survey Campaigns
Run structured survey campaigns during live calls. Capture responses in real time, track completion rates by agent and campaign, and export in standard formats.
- Structured survey scripts per campaign
- Real-time response capture
- Completion rates and export to CSV / API
Verifier Upsell System
Structured upsell workflows presented to verifiers after every core sale. Track upsell rates by product, agent, and campaign.
- Pre-configured upsell script per product
- Acceptance and rejection rates tracked
- Upsell revenue attributed to verifier
Integrated Payment Processing
Collect Credit Card, ACH, and bank account details inside the platform during the live call. PCI-compliant. No redirect, no third-party handoff.
- Credit Card, ACH, Bank Account support
- PCI-compliant tokenized collection
- Live payment confirmation on sale record
Subscription Management
Create, track, and manage subscriptions in real time during the live call. Billing cycle tracking, renewal status, and cancellation handling with gateway integration.
- Live subscription setup
- Billing cycle and renewal tracking
- Cancellation handling
- Gateway integration
AI Powered
AI-Powered QA & Call Scoring
AI reviews call recordings and scores compliance, script adherence, and quality. Flags anomalies and fraud patterns before they escalate to chargebacks or client complaints.
- Automated call scoring
- Anomaly and fraud pattern detection
- QA agent review queue with annotations
AI Call Transcription
Every call is automatically transcribed using AI. Transcripts are searchable, linked to the sale record, and power QA scoring, compliance checks, and keyword flagging.
- Auto-transcription for every call
- Searchable transcripts and keyword flagging
- Linked to sale record and QA input
AI Anomaly Detection & Alerts
AI monitors patterns across all agents and campaigns. When conversion rates drop, fraud patterns emerge, or compliance flags trigger, you get an alert — mid-shift, not the next morning.
- Real-time anomaly alerts
- Conversion drop and fraud pattern detection
- Mid-shift alerts to managers
AI Trends on Live Dashboard
AI Trends widget on your operations dashboard shows live trends — conversion up/down by product, center performance, AI flags for drops, and verification metrics. Adjust scripts mid-shift, not the next morning.
- Live trend cards on dashboard
- Product and center-wise performance
- AI flag for conversion drops
- Verification time and engagement metrics
Campaigns & Operations
Multi-Center Management
For campaign owners, center owners, and BPO agencies — manage multiple campaigns and multiple centers from one centralized location. View all centers, compare performance, and control campaigns across Manila, Davao, Houston, or anywhere from a single dashboard.
- Multiple campaigns and multiple centers in one dashboard
- Compare center performance side by side
- Single login for campaign owners, center owners, and BPO agencies
- Campaign-wise and center-wise reporting
Campaign Management
Launch and configure full campaigns in minutes. Define products, scripts, payment modes, agent roles, and verifier workflows — all from one screen.
- Multiple active campaigns simultaneously
- Per-campaign product and script config
- Role-based agent assignment per campaign
SIP-Based Call Routing
Controlled call transfers from agents to verifiers via SIP middleware. Full call metadata — customer info, disposition, payment status — passes with the transfer.
- Agent-to-verifier warm transfer via SIP
- Call metadata passed on transfer
- Queue management and transfer logging
Address & Data Auto-Complete
Reduce handle time with intelligent auto-complete for customer addresses, email, and profile fields. Fewer typos, faster dispositions, cleaner data.
- Address lookup and auto-complete
- Email format validation in real time
- Customer history auto-population on repeat contact
Admin & Role Management
Granular role-based access control for every user. Define what agents, verifiers, supervisors, QA, center owners, and campaign owners can view, edit, or export — down to the field level.
- Role-based access
- Field-level control
- Multi-center admin
- IP restrictions
- 2FA enforcement
Performance & Reporting
Agent Performance Dashboards
Track every agent's conversion rate, call duration, revenue contribution, and upsell participation in real time. Leaderboards visible to agents and managers.
- Real-time agent leaderboard
- Conversion rate and revenue per agent
- Call duration and disposition analytics
MIS & Automated Reporting
Management Information System reports generated automatically at shift end, daily, or on demand. Agent reports, verifier reports, campaign summaries, and revenue breakdowns.
- Shift-end MIS auto-generation
- Campaign, agent, and product reports
- Export to CSV / PDF / API
Live API & Webhook Integration
Push every sale, subscription, and lead event to your campaign owner's system in real time. REST API with Webhook support, OAuth 2.0 auth, sandbox environment.
- REST API for all sale events
- Webhook delivery per campaign or product
- OAuth 2.0 authentication, sandbox testing
Compliance & Quality
DNC / BIN / CNAM Validation
Real-time Do Not Call scrubbing, BIN validation for payment legitimacy, CNAM lookup, and full duplicate check on every lead before the first word is spoken.
- DNC scrub before dial
- BIN validation for card legitimacy
- CNAM caller ID lookup, omit & override rules
HIPAA-Ready Compliance Infrastructure
SOC 2-aligned architecture hosted in U.S. data centers. Encrypted data at rest and in transit. Role-based field-level access. Full audit trail.
- HIPAA BAA available for enterprise plans
- SOC 2 aligned architecture
- Encrypted at rest (AES-256) and in transit (TLS)
Complaint & Grievance Management
Log, route, and track complaints and grievances raised during or after calls. Assign resolution workflows, set SLA timers, and generate grievance reports for compliance.
- Grievance logging
- SLA tracking
- Resolution workflows
- Compliance reports
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