Enterprise DNA

Internal operations · Worked example

Voice job logging for field teams

Field staff call in at the end of a job and talk. The agent writes the job notes, hours and materials into your database.

InternalVoiceYour data Answers from your dataIntegrationsSummariesMultilingual
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The problem

People in the field hate filling in forms on a phone, so notes are late, short or missing. The office then chases them for details needed to invoice.

How it works

  1. Staff call a number or tap a button when they finish a job
  2. The agent asks for hours, materials, what was done and anything to follow up
  3. Checks the job number against open jobs in your database
  4. Writes structured notes and timesheet entries straight into the system
  5. Flags follow-up work and quotes for the office

What it connects to

  • Job management database
  • Timesheets
  • Omni Command Centre
Sample conversation
  1. Staff memberHi, finished at the Wilson job on Queen Street.
  2. AgentThanks. That's job 4471. How many hours on site, and who was with you?
  3. Staff memberMe and Tama, three and a half hours each.
  4. AgentGot it. Any materials used, and is there anything to follow up?
  5. Staff memberTwo lengths of 20 mil pipe. And the client wants a quote for the outdoor tap.
  6. AgentAll logged. I've added the outdoor tap quote to the office's list.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Multilingual. Switches language mid-conversation when the caller does.
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