u/SuperEzzy6

My plan is to use Ai to help customers quicker and free my people so they can sort the more complicated issues.

I have cloud talk and hubspot.

Started with a simple receptionist, asking for name and reason for calling? This then transfers to the correct human.

What I have found is this has scared our customers, listen to the calls there is fear in their voice and either speak like they would to a small child or so fast even I get confused.

Would love to know how you postion the ai with customers, so they know its to help them!

The reason for this is we process a high volume of quotes and orders everyday, our quote conversation is 60%. B2B products is what we sell.

Love hubspot, but we still use sage200 for orders n quotes, to reduce admin time I want to use hubspot to quote and then convert to order, the first issue to tackle is having to make the deal it takes to long, makes more sense to me you quote and then the deal is auto created.

Help please.