Qualify need and risk before a human ever dials back
Answer product inquiries, capture KYC-ready details and book the specialist — then keep CRM, calendar and follow-ups in sync.
Llamada en curso…
Dónde suelen fallar las llamadas
Los mismos problemas aparecen en casi todas las colas antes de que intervenga un agente.
Inbound volume outruns the branch
Account questions, card blocks and loan inquiries hit the same number. Peak days overflow; quiet days still need coverage.
Intake quality is inconsistent
Two agents, two versions of the same script. Risk and need get captured differently, so the specialist starts every file from scratch.
Follow-up lives in someone's notebook
A promised callback that never hits the CRM is a complaint — or a customer who takes the product elsewhere.
Milian · Agente de IA
Llamada entrante
Llama un cliente
Milian atiende al instante y abre el flujo adecuado. Sector: servicios financieros.
Dónde el agente te ahorra trabajo
Creado para las llamadas que tu equipo atiende cada día. Sin guiones genéricos.
Product inquiry triage
Cards, accounts, loans, deposits — the caller is routed to the right queue with the reason already on the ticket.
Structured first-pass capture
Identity, existing-customer check and the minimum fields your process needs, captured the same way every time.
Specialist booking
Qualified requests get a real appointment with the right desk, written to the calendar before the call ends.
Card and access issues
Lost-card and login problems follow your lock-and-replace path, with a transfer when a human has to complete the block.
Collections and reminder campaigns
Outbound lists reach customers about outstanding items or expiring products, with outcomes written back to the CRM.
After-hours coverage
A Saturday card block still gets a first response, instead of waiting until the branch opens.
Preparado para cualquier volumen
Tres cifras muestran lo que el agente aporta en cada llamada.
Product and service inquiries answered outside branch hours
Countries you can get a local number in
Languages available for customer calls
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 captures the request, runs the identity questions you set, and books a specialist. Credit decisions stay with your lending team.
Pruébalo con tu equipo
Activa un agente para este flujo, dale una tarea y llámalo en unos minutos.



