Conversely AI
Getting Personal with AI to Improve Sales Conversion

It is well known that offering personalized communication is the key to successful customer engagement and retention. However, to date, seamlessly executing personalized correspondence that appears genuine has been challenging and expensive. It requires agents to add reliable and important call notes to a CRM system. Further, successful deployments require the manual creation of the communication copy and creative. This leads to a soaring cost per acquisition and ongoing operating expenses associated with sales and customer retention campaigns.

Conversely AI is on a mission to provide companies with genuine, personalized messaging capabilities to lower their

clients’ cost per acquisition. By designing automated, human-like two-way conversations, each based on topics shared by the consumer during current or prior conversations, the platform generates individual journeys and highly personalized messages in context with prior engagements. Its AI-enabled system leverages contemporary large language models to improve customer engagement throughout the customer’s journey for impactful and very natural dialogue.

For example, if a consumer shares that he wishes to talk with his wife before agreeing to purchase a new healthcare policy with a live agent, the system will analyze the call for the unique elements, including the plan discussed, the reason for the objection, and any other relevant items associated with the sale. Afterwards, the platform immediately creates a multiple-step journey for the consumer. It may begin with an SMS that says,

“Joe, I enjoyed our conversation this morning. Thank you for making the time. I know you wanted to discuss this new plan with your spouse. I thought you may find this short video helpful in reviewing the plan’s benefits.”

Obviously, the system will send the SMS with the attached video automatically. It then moves to the second touch point if the consumer doesn’t respond, which may be an email a day later, automatically generated to be unique content. It could be a short note,

“Joe, it was nice to talk with you Tuesday. I am curious about what you or your spouse thought about the plan. If you have any questions about it, please know I am here to help you in finding the right plan for you. I’ve attached a short list of reviews from others that I thought may be helpful in the selection process.”

The platform continues to automatically generate a journey based on the response (or lack of response) and then builds the content based on the uniqueness of the prospect and which phrases and content outperform others to increase conversion performance.

“We have found that the best information about prospects and clients is buried in the recordings from sales agents and the prospects. By analyzing prior calls, we create and send individual follow-up messages to each prospect automatically on behalf of the agent. It builds credibility and trust, and the messages help to keep the relationship top of mind with the prospect,” states Peter Schmitt, founder of Conversely AI.

When insights from each interaction are aggregated, it allows the visualization of sales performance across different dimensions, such as by agent, by product, by journey type, by lead source, etc. By easily identifying performance anomalies, it is easy to adjust training, recruiting, lead buying, and content creation to assist with the optimization of the sales process. To achieve these results, Conversely AI offers groundbreaking solutions dubbed AI Retention & Cross-sell, Dynamic Nurturing, and Quality Assurance.

What sets Conversely AI’s personalized messaging services apart is its algorithm integration process with the large language models and its curated data library.

Conversely AI’s offerings are in real-time for agent assistance. For example, it monitors conversations to make sure regulatory requirements are met and prevents a sale from proceeding if anything is left out. For example, in Medicare sales, over 180 compliance rules can be examined regarding compliance adherence for enrollment.

By analyzing prior calls, we create and send individual follow-up messages to each prospect automatically on behalf of the agent. It builds credibility, trust and the messages help to keep the relationship top of mind with the prospect

After the call, Conversely AI’s automated workflow process routes any anomalies to a QA agent for a detailed review and follow-up training. This is beneficial in improving clients’ QA programs enabling more time to resolve the root cause of the problem versus finding if an agent is experiencing problems from randomly sampling calls.

Clients can also enroll their underperforming agents to Conversely AI’s automated training and coaching. These sessions have role-play scenarios, where the agents practice the ideal way to manage a conversation with an AI-simulated customer.

“Our training and coaching tools are beneficial for preparing new agents faster. When our clients are spending significant money on leads, they want to make sure that their agents are well trained prior to handling fresh, expensive leads,” notes Schmitt.

When every company aspires to personalize their customer communications, Conversely AI’s system—an ensemble of best-in-class language processing algorithms and models—and their sheer focus on accuracy and quality of conversations make them the firm every business needs.