Advisor AI Agent: support your advisors in every interaction
What does the Advisor AI Agent do during the interaction?
The Advisor AI Agent gives the advisor the right information at the right time, without leaving their tool. It steps in when the advisor asks, or proactively as soon as the contact arrives.
Find the right information
Sourced answers
The advisor asks a question in natural language. The agent answers from the company knowledge base and cites the source of every answer.
Suggest the right procedure
Based on context
The agent uses the context passed on by the CCaaS, such as the earlier journey, the conversation history and the customer file, to present the suitable procedure.
Apply company rules
Checks and actions
The agent applies the company guidelines, such as escalation and routing rules, and presents a summary of the actions to carry out.
The Advisor AI Agent is part of the AI Advisor Suite, alongside the Email AI Agent for incoming emails.
To place this agent within the changing role of the advisor, read our guide on the augmented advisor and AI tools.
How does it fit into the advisor workstation?
DialOnce provides an add-on that plugs into the advisor banner, meaning inside their CCaaS. The advisor stays in their usual tool, and data is transmitted through an API.
How do you keep control over the answers?
The advisor stays in charge: they can adjust the answer proposed by the agent.
Cited sources
Every answer comes with a link to the source used, which the advisor can open to check.
An explained answer
The agent explains why it produced the answer, so the advisor can judge its relevance.
Advisor feedback
The advisor rates the quality of the answer. This feedback helps managers monitor and improve the setup.
See our AI agents in action
Expected gains for your teams
−30%
Handling time
Reduction in average handling time thanks to automation
−25%
Turnover
Lower attrition thanks to greater job satisfaction
+20%
Productivity
More time spent by advisors on high-value tasks
Testimonial
What our customers say
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The goal of the Augmented Customer Advisor project is to give our team access to our internal scripts and our news in one click or with a simple question, without interrupting the conversation with our tenants. A real gain in peace of mind and efficiency.
Lénaïck Colin
Quality and Internal Control Manager, Brest Métropole Habitat
FAQ
What is DialOnce’s Advisor AI Agent?
It helps the advisor during the interaction: it finds the information in the company knowledge base and cites its sources. The advisor keeps the decision.
Does it replace advisors?
No. It assists the advisor, who stays in charge of the answer, the tone and the relationship.
How does it fit into the advisor workstation?
DialOnce provides an add-on that plugs into the advisor banner, inside their CCaaS. Data is transmitted through an API.
What information does it bring to the advisor?
Answers grounded in the company knowledge base, with a link to the source, which the advisor can adjust, and the procedure suited to the context of the interaction.
How do I know an answer is reliable?
Every answer comes with a link to its source, the agent explains why it produced it, and the advisor rates the quality of the answer.
Which knowledge does it rely on?
The company’s own content: web pages, PDF and CSV files, question-and-answer pairs, a connector to an existing knowledge base, with automatic and periodic synchronization.
What gains can I expect from the Advisor AI Agent?
The expected gains are a 30% reduction in handling time, a 25% reduction in turnover and a 20% increase in productivity. They depend on the scope deployed and the maturity of the knowledge base.