Transform Your Customer Support: Setup a Phone Agent in 10 Minutes

Summary

In this video, the speaker demonstrates how to build a powerful AI agent that handles customer support calls with ease. Using a no-code platform called Lindy, the AI agent answers questions, processes refunds, and even handles referrals, all in less than 10 minutes. It seamlessly taps into various platforms like Google Sheets and Slack to log and notify teams. The demo showcases a world-class customer experience, emphasizing the AI’s ability to integrate with business systems and provide efficient support. Viewers are encouraged to try building their own AI-powered call agents.

Takeaways

• 😀 AI-powered phone call agent can handle customer support queries and deliver a world-class experience.
• 😀 The AI agent uses no code to integrate with multiple systems, including Google Sheets, Slack, and email for follow-up.
• 😀 The agent is capable of processing refund requests and providing detailed instructions for returning products.
• 😀 Customers can receive a refund within 90 days by emailing support with their order details.
• 😀 The AI can handle additional inquiries like offering referral program details and promotions.
• 😀 The referral program offers $15 discounts for each successful referral made through a unique link.
• 😀 Each referral provides a one-time-use discount code that expires after one year.
• 😀 The AI collects data from the call, logs it in a Google Sheet, and alerts the team on Slack for tracking.
• 😀 The entire AI-powered system can be built in under 10 minutes with the no-code platform, Lindy.
• 😀 The demo showcases a simple customer interaction, demonstrating the AI's efficiency and ability to resolve customer needs.
• 😀 After the call, the AI ensures that any follow-up actions (like the referral program) are tracked and managed effectively.

Q & A

What is the primary function of the AI agent shown in the script?

The primary function of the AI agent is to answer calls, respond to questions, and deliver a world-class customer experience. It is designed to interact with various platforms like Linear, Airtable, Notion, and Slack.

How was the AI agent built, and what platform was used?

The AI agent was built with no code using Lindy, a platform that allows the creation of AI agents without requiring any coding skills.

How long did it take to build the AI phone call agent?

It took less than 10 minutes to build the AI phone call agent using Lindy.

What was the customer’s main concern in the phone call?

The customer was unhappy with the taste of a greens powder they purchased from a Joe Rogan podcast and inquired about getting a refund.

What refund process was explained to the customer?

The customer was informed that they could get a refund within 90 days by emailing [email protected] with their order details. After returning the product, the refund would be processed within six weeks.

Did the customer ask about any other services after the refund?

Yes, after discussing the refund, the customer asked about a referral program, expressing interest in sharing the product with friends.

What details were provided about the referral program?

The referral program offers a $15 discount for every friend referred. To participate, the friend must make a first purchase through a unique link shared by the customer. The discount code is a one-time use and expires after one year.

What happens after the AI agent handles the call?

After the call, the AI agent records the questions and answers in a Google Sheet and then alerts the team on Slack.

How did the AI agent enhance the customer experience?

The AI agent provided quick, accurate responses to the customer's questions about refunds and referral programs, improving the overall customer experience by offering helpful and timely information.

What are some key features of Lindy as described in the script?

Lindy allows users to build AI agents without coding skills. It can integrate with various platforms and automate tasks such as answering calls, sending follow-up emails, and syncing data to tools like Google Sheets and Slack.