What is RocketPhone?
RocketPhone provides an advanced, all-in-one voice platform engineered with artificial intelligence to significantly enhance the productivity of sales and customer service teams. Its primary focus is reducing administrative workload through smart automation, allowing teams to concentrate on customer interactions. The platform integrates seamlessly with CRM systems, particularly Salesforce, offering a comprehensive view of customer interactions and automating tedious tasks like record updates.
Leveraging AI, RocketPhone delivers powerful features such as real-time call transcription, AI-generated call summaries, and intelligent coaching suggestions directly within calls. It utilizes AI Bookmarking to identify critical moments in conversations, triggering workflow automations and providing context-sensitive agent assistance. This functionality spans across voice, cellular, and web channels, ensuring unified activity monitoring and data capture. RocketPhone is built for scalability, supporting growing businesses with flexible deployment options without requiring specialized hardware.
Features
- AI Bookmarking: Detects critical moments in calls to trigger automations and provide real-time assistance.
- Action Automation: Configures AI bookmarks to trigger workflows live on the call, reducing non-talking time.
- Real-time Agent Assist: Provides automatic call prompts and information based on conversation context.
- Call Transcription: Automatically transcribes entire calls in real-time and stores them.
- AI Generated Call Summaries & Coaching: Creates concise summaries and actionable coaching tips from call data.
- Salesforce Integration: Offers deep integration with Salesforce for automated logging, record updates, and unified customer views.
- Unified Activity Monitoring: Tracks team calling history across mobile, Salesforce, and web channels in one place.
- Dialer Options: Includes preview, progressive dialers, and AI-powered predictive scheduling.
- IVR & Auto-Attendant: Configurable systems to manage and route inbound calls efficiently.
- Hyper-local Presence Dialing: Automatically uses local area codes for outbound calls in the UK and US.
Use Cases
- Improving sales team efficiency with real-time coaching and opportunity spotting during calls.
- Enhancing customer service through faster issue resolution and AI-driven upsell suggestions.
- Automating CRM data entry and administrative tasks for sales and service representatives.
- Monitoring team performance with AI-driven insights and identifying coaching needs for managers.
- Ensuring compliant communication practices, particularly for financial services.
- Optimizing communication workflows across various industries including retail, technology, and utilities.
- Unifying business communication across voice, mobile, and web platforms.
FAQs
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Does the Transcription work in real-time?
Yes, call transcription is available to see during the call and is saved with the call log in Salesforce. -
Do I have to pay for additional numbers?
Every user has a phone number included in their license. Every account also receives one additional number which can be used as a company number. If you require additional numbers, they start at £1/$2 per month. -
What happens if we exceed the fair usage policy?
All licenses are subject to fair usage limits. If this limit is exceeded in any given month, call minutes over the limit will be charged with an additional per-minute fee. Full details are available in the Acceptable Use Policy. -
Can I call international numbers?
Yes, you can, however international calls will be charged at a higher rate and the difference added to your bill. Please contact RocketPhone for a full breakdown of international calling fees. -
What is the implementation fee for?
All RocketPhone.ai implementations incur a one-off implementation fee covering managed installation, training, telecom configuration, and Salesforce setup to ensure rapid onboarding and optimal performance. This fee varies depending on the size and complexity of the implementation.
