Voice AI for Pega Sales Automation

This is a demonstration of Voice AI for Pega Sales Automation.

The use cases that we're going to be covering are case creation, form filling, and knowledge suggestions.

We'll show these use cases in the demonstration and then we'll do a quick debrief after the demonstration to review the use cases.

The value proposition is about increasing the sales representative's productivity by surfacing relevant actions and reducing clicks and data entry.

The experience for the customer or prospect is improved by ensuring they always receive relevant content and giving an impression of a well-prepared organization.

This is the intelligent guidance widget where recommendations surface, and where the sales representatives can take actions based on the recommendations. Keep an on eye on it.

Let's dive into the demonstration.

TM: Hi. This is Terry Mason with U+ Security. How can I help you today?

SC: Hey Terry this is Sarah Conner with Acme Software. I wanted to discuss a renewal that is coming up next month.

TM: Hi Sarah, yeah I can see here you have a renewal that's coming up on November 1^st.

SC: Yes, we've been reconsidering our vendor and to be honest, your competition SeeTec industries has given us a very competitive quote.

TM: Right. Now, a few things to keep in mind when it comes to SeeTec is that their pricing doesn't include the unlimited three-year warranty that ours does, and they ranked fourth place in a leading analyst's critical capabilities report, with U+ ranked number one.

SC: Well, you do make a good point, but we'll have to convince my manager Janet. Could you meet up with us next week?

TM: Absolutely! What day and time works best for you?

SC: How about next Tuesday at 10 am, at the 100 Main Street Boston office?

TM: Okay, let me check my availability – 10 am at the 100 Main Street Boston – and it looks like I'm available. I'll send that out right now.

SC: The good news is, we're also planning on expanding the system to include a purchase of a motion detection product in early December.

TM: Perfect. We have some great products in that category that we can discuss next week. What kind of budget did you have in mind?

SC: I would say up to $10,000 for the initial purchase.

TM: Okay, so $10,000 budget early December. I'll start working on that straight away. And lastly, Sarah, I'd like to send you that critical capabilities report that I mentioned earlier, so you and Janet can review it before Tuesday.

SC: Perfect, send it over. Looking forward to talking to you then.

TM: You got it. Talk to you soon. Bye Sarah.

SC: Bye Terry.

After ending the call Terry sees that he still has intelligent guidance that he has not acted on yet.

Terry promised to send the critical capabilities report to Sarah. He can open it and select Email this article.

After that, the intelligent guidance item is gone and Terry has completed all the intelligent guidance recommendations.

Let's summarize what we saw.

First was the internal knowledge guidance. The customer mentioned a competitor and it pushed the battle card to help the sales representative to position against the competitor.

Next up was customer intent, triggering a meeting create. The customer was asking about a follow-up meeting, and the time and location were populated. The sales representative simply confirmed the populated values and sent the meeting invite.

Similarly, an opportunity create was triggered when the customer said, "we're also planning on expanding the system to include a purchase". The customer said early December as their timeframe, and it was defaulted to December 1^st. The date and budget amount were populated.

Using a simulated live call, this demonstration showed how Voice AI helps increase sales representative productivity and improve the experience for customers and prospects.