Every inbound lead gets a conversation, not a voicemail
Qualify the prospect, book the consultation and chase missing documents — while you stay in the meeting that is already on the clock.
Llamada en curso…
Dónde suelen fallar las llamadas
Los mismos problemas aparecen en casi todas las colas antes de que intervenga un agente.
The lead calls during a client meeting
Billable hours and inbound inquiries collide. A voicemail from a hot lead is usually a first meeting at another advisor.
Scheduling and FAQs eat the day
Product questions, document lists and 'does Thursday work' are not advice — but they still steal the calendar.
Follow-ups never happen
Warm prospects go cold because nobody has a block to call the list. Pipeline dies in the CRM, not in the market.
Milian · Agente de IA
Llamada entrante
Llama un interesado
Milian atiende al instante y abre el flujo adecuado. Sector: asesoría financiera.
Dónde el agente te ahorra trabajo
Creado para las llamadas que tu equipo atiende cada día. Sin guiones genéricos.
Lead capture and qualification
Every inbound call is asked about goals, horizon and whether they already have an advisor — before it reaches you.
Consultation booking
Qualified prospects get a real slot from your calendar, with a topic note so you can prepare.
Document reminders
Outbound calls name the missing ID, depot statement or Versorgungausweis instead of a generic nudge.
Process and product FAQs
How onboarding works, what you do and don't advise on — answered from your knowledge base, never as a personal recommendation.
Nurture the quiet pipeline
Outbound follow-ups reach prospects who went quiet, and either book a next step or close the file cleanly.
After-hours capture
Evening shoppers still get a structured conversation, so Monday starts with appointments, not a voicemail dump.
Preparado para cualquier volumen
Tres cifras muestran lo que el agente aporta en cada llamada.
Lower cost of handling inbound inquiry calls
Lead capture while you're in a client meeting
Faster path from first call to a booked consultation
Las piezas detrás de este flujo
Las partes de la plataforma que tu equipo más usa para este flujo.
Preguntas antes de empezar
No. It qualifies, books and follows up. Recommendations stay with licensed advisors; the agent will not pick a product on the call.
Pruébalo con tu equipo
Activa un agente para este flujo, dale una tarea y llámalo en unos minutos.
