AI virtual assistants are reshaping how organizations address repetitive, time-consuming tasks, allowing your employees to focus on what matters most. Hooked CRM has brought these AI tools specifically built for call center environments.
Tacklebox AI was built to bring clarity to your team and accomplish tedious tasks, so your team can work on what they do best. It’s a simple tool that automates, suggests, and reports, giving your team exactly what they need. Our assistant can be customized for you — utilizing the information you choose and the capabilities you want.
Here are all the ways Tacklebox AI can assist your team, what makes it different from other AI tools on the market, and other capabilities you should consider.
Interested in learning more about Tacklebox AI? Book a demo with us today or email us at support@hookedcrm.com, and one of our representatives will show you how to utilize these AI tools in your process.
What is Tacklebox AI?
Tacklebox AI is the set of AI tools native to Hooked CRM. Each tool was crafted to ensure it integrates with your team without becoming another complicated, unfriendly process. Here’s how you can access each of these tools through Hooked.
Interested in using Tacklebox AI? Fill out our quick survey or book a live demo, and our team will get back to you as soon as possible.
Live AI Assist
Live AI Assist is the AI assistant that listens to your conversation, transcribes the call, and offers suggestions in real time. These are completely optional for your call, and you can toggle them on and off as the call progresses.
When you begin a call, you can click on the “Tacklebox AI” button at the header of the page to activate Live AI Assist. It will automatically transcribe your conversation and prompt you with suggestions you can use. These transcriptions will be condensed into an AI summary, which is uploaded to the client profile.
If you would rather the AI not transcribe your conversation, you can click the toggle next to “Live transcription”. If you’d like to end Live AI Assist altogether, you can click on “End AI Assist” on the call toolbar at the top of the screen.
Live AI Assist automatically updates your CRM, so your call representatives and agents can focus on what they do best instead of filling out tedious forms. It can pull key information, update client profiles (such as name clarification, address, email, and date of birth), and add appointments to your calendar.
Knowledge AI
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Knowledge AI is the backbone of Tacklebox AI. You can upload documents and workflow guidelines for Tacklebox AI to pull from, so you know your answers are secure for your workplace. After you’re finished uploading the documents, you can ask the AI any questions by clicking on “Tacklebox AI”, and the chatbox will appear.
From here, you can ask Knowledge AI any questions related to your previous calls and company policies. This information will only be pulled from the documents that you or your admin have uploaded to the system and the conversations you’ve had with clients.
AI Reporting
AI Reporting is a special feature locked behind admin and supervisor access. With this AI tool, you’re able to request specific graphs and pull data from your team instantly. This will provide you with a comprehensive view of how your team is performing and which agents need a bit more focus on their call center training.
If you’re not satisfied with a particular graph, you’re always able to make adjustments and ask the AI to provide a new graph that is based on your data.
What Makes Tacklebox AI Different from Other AI Tools?
Tacklebox AI is different from other AI tools because all the information it pulls from is native to your workspace. With other AI virtual assistants, you’re pulling information from every resource, which can sometimes provide answers outside of your company’s guidelines. Tacklebox AI ensures all of its responses are pulled from approved sources uploaded by your supervisor or system administrator.
Another specialty of Tacklebox AI, and Hooked in general, is that it can pull information from both your calls and your CRM. You could be paying for a CRM that has an AI assistant that can pull information from what you’ve input. However, if you want to ask the AI questions specific to your call history, you’ll be out of luck. With Tacklebox AI, it’s able to pull information from both without having to switch over, since Hooked is a dialer and a CRM.
Overall, Tacklebox AI solves problems you and your agents face during the workday and minimizes the number of tools you have to pay for. If you’re interested in elevating your workspace and team, book a demo with us or email us at support@hookedcrm.com. We would love to have a conversation with you and talk through your current call process.
How Can We Use Tacklebox AI in Our Current Workflows?
Tacklebox AI can be used in many different industries and scenarios. While it was created to solve a problem we saw in sales, we’ve manufactured Hooked and Tacklebox AI to adapt to your workflow, no matter what. Here’s how you can use Tacklebox AI no matter what your workplace:
Sales Teams
Sales teams work in a fast-paced environment that requires making phone calls and confirming payment information. But between those calls, there is a lot of form-filling, logging information, and taking detailed notes for the future. That can take a lot of time, and if something is missed, that can lead to mistakes and future errors.
With Tacklebox AI, you have Live AI Assist working in the background, filling out client information and summarizing the call directly into your CRM. It can also provide detailed reports on your sales agents, pinpointing agents who need further training.
Hooked and Tacklebox AI are made to enhance your sales team.
Medical Offices
Technicians, nurses, and physician assistants all take calls during their shifts in medical offices. Especially when working at a medical office, scheduling appointments and taking down client information is essential.
Tacklebox AI can automatically schedule appointments and give you an AI summary of the conversation so you don’t miss a single detail. This ensures schedules are clear and visible.
Hospitality and Travel
The hospitality and travel industries are built on the backbone of scheduling travel accommodations. Tacklebox AI offers tools to expedite lengthy processes, allowing your travel agents and hotel staff to work efficiently.
Most hotels and travel agencies have specific processes that need to be followed to be compliant with their company, so having a database that you can pull from, like Knowledge AI, will help answer any lingering questions a potential customer may have.
Home Improvement
In the home improvement industry, the goals are to schedule appointments, provide estimates, and take payment information. Tacklebox AI can provide all the information needed at a moment’s notice and organize your schedule while you’re actively on a call.
After administrators and supervisors upload pricing information, your staff can ask Knowledge AI to provide instant, accurate pricing based on your documents. Live AI Assist can also send call details to your schedule, providing the information needed for the appointment.
Higher Education
There are three ways higher education institutions use call centers: admissions, financial aid, and student services. With Tacklebox AI’s Knowledge AI tool, call representatives can instantly provide information that has been uploaded into the system. Whether it is their enrollment status or room availability for a student organization, you can answer them with full confidence.
Plus, if you’re contacting alumni for donations, you can recall a database that shows every alumni’s history and log their donation status. Statistics can be easily displayed using the AI Reporting feature native to admin and supervisor accounts.
Legal
In a law firm, one of the most important tasks is tracking time. Whether it is the time it takes to complete forms or the length of a client phone call, time is the most tracked statistic in a legal office. With Tacklebox AI, Live AI Assist can track the entire conversation and send a detailed report to your client, so they will understand exactly what they are being charged for.
Maintaining your client relationship builds trust in your company, and juggling every client can be difficult. However, Hooked also prompts you to send emails and messages by automatically scheduling events while talking with your client, creating a strong relationship between both parties.
Conclusion
Tacklebox AI is a series of AI tools you can’t find anywhere else. Each tool works in tandem with the others to create an environment that elevates your team. They seamlessly integrate into your current workflow and eliminate tedious and time-consuming tasks that keep your team from performing.
No matter what industry you’re in, using Tacklebox AI to assist in your calls will keep your schedule organized and provide valuable insights you might not catch otherwise. If you’re interested in Tacklebox AI or switching to Hooked CRM, book a demo with us today or fill out our quick, two-minute form, and a representative will get back to you as soon as possible.
