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Balto Case Study: AI for Sales Assistance

Author(s): Robert Garmaise

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How AI is used in sales assistance.

  1. Introduction: Balto is a pioneering company that integrates cutting-edge AI into call centers to enhance customer interactions. Its Real-Time Guidance Platform empowers agents to deliver exceptional service, ensuring customer satisfaction and driving revenue growth.
  2. Features:
    • Real-Time Call Guidance: Offers instant prompts and scripts for agents during calls.
    • Conversation Analytics: Provides insights into call patterns and agent performance.
    • Customizable AI Triggers: Tailors responses based on specific conversation cues.
    • Seamless Integration: Easily incorporates into existing call center software.
  3. Challenge: Balto addresses the challenge of maintaining consistent quality and efficiency in customer service, sales, and compliance conversations across large organizations.
  4. Benefits:
    • Improved Customer Satisfaction: Ensures positive experiences with real-time support.
    • Increased Revenue: Boosts sales through optimized call strategies.
    • Enhanced Agent Performance: Agents achieve their best with AI assistance.
    • Scalability: Adapts to any size organization for uniform service quality.
  5. Recommendations:
    • Train agents on platform features for full utilization.
    • Monitor analytics to identify areas for improvement.
    • Set clear AI triggers for common customer scenarios.
    • Regularly update scripts based on conversation outcomes.

For more information, visit .

This summary is produced using Microsoft Copilot.

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