Phone
Open a call from the customer’s history. Read its saved summary, speaker-labelled transcript and recorded agent actions without losing the customer context.
Swarit Business
Keep the conversation going.
A missed follow-up is a missed chance to bring a customer back. Keep their history close, give your agents the context, and make the next step clear.
For your customers, conversations and follow-ups.
One customer.
The whole context.
A phone number is only the start. Remember what someone asked for, how they prefer to be contacted, and what your team promised to do next.
Swarit Business puts the customer profile at the centre. Search their activity, open a conversation, review saved details and see scheduled follow-ups in the same workspace.
Three ways to stay in touch.
Phone, WhatsApp and email each have their own records. The customer stays the same.
Keep message content, direction and the status reported by your connected automation with the customer. Carry that context into the next conversation.
Keep email records alongside calls and messages. See what was shared and what needs a follow-up, without treating each channel as a different customer.
From conversation
to follow-through.
You define the purpose. The agent works with the customer context and the tools you enable.
- 1
Start with the customer
Keep contact details, preferences, notes and conversation history in one profile.
- 2
Choose the next step
Use a campaign or connected automation to decide who needs a follow-up, why and when.
- 3
Give the agent useful work
Attach the customer to the conversation. Enable tools to read the profile, update details, save a note or schedule a follow-up.
- 4
Keep the outcome
Return the conversation record and the actual result to the customer’s history. Give your team a clear place to pick up.
Make returning
part of the process.
Follow up on an unanswered enquiry. Check in before a renewal. Pick up a conversation a customer asked to continue later.
Start with one useful customer journey. Connect the communication channel, set the follow-up rules and keep the results visible to your team.
Delivery uses your connected automations and channel services. Message status reflects the result those services report.
A few useful details.
How does a voice agent update a customer?
The call is attached to a customer profile. With the relevant tools enabled, the agent can read the customer’s details, save changes, record notes and schedule internal follow-ups. The saved results stay available after the conversation.
Does it send email and WhatsApp messages?
Your connected automation or channel service handles delivery. Swarit Business keeps its recorded content and reported outcome with the customer, so the next conversation has context.
Does a scheduled follow-up mean an appointment is booked?
A follow-up is an internal planned action. Confirmed calendar appointments require the relevant connected calendar or booking service.
Where do I configure the voice agent?
Use the Swarit voice console for agent configuration and voice APIs. Use Swarit Business for customer profiles, campaigns, automation work and communication history.
Give the next conversation
a place to begin.
Your customer’s history. Your team’s next step.
Open Swarit Business