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Professional Services AI Team
Client intake, scheduling and account follow-up for busy teams.
Roles included
AI Receptionist
Lead Qualifier
Appointment Scheduler
Follow-Up Agent
Customer Support Agent
Escalation Agent
How a typical conversation flows
Step 1Inbound enquiry
Step 2AI employee answers
Step 3Identify intent
Step 4Qualify and capture details
Step 5Book or resolve
Step 6Update CRM
Step 7Escalate to EngageX human agent if required