Voice AI Agents

Advanced CSM Practice

What is this?

Voice AI Agents let you create automated voice assistants that can handle basic calls for your business — like reminders or quick follow-ups. While GoCSM always encourages human-first communication for customer success, Voice AI Agents can support your team by taking care of the simple or repetitive tasks.

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How it fits with GoCSM:

• Use it to send reminders for Success Sessions or Walkthroughs, especially when you’re short on time.

• It can follow up on no-shows or check if customers need to reschedule.

• Helpful for after-hours support — give customers basic guidance or collect info so your team can follow up.

• Use it as a backup, not your main method — for times when your team isn’t available, not instead of personal calls.

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What You Can Do:

1. Create a Voice Agent Set up your assistant with a name, number, and personality.

2. Pick the Right Triggers For example, no-show follow-ups, payment reminders, or inactivity pings.

3. Customize the Message Use your own script to keep the tone friendly and on-brand.

4. Review Call Logs Check what was said, track outcomes, and follow up when needed.

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✅ Why Use It with GoCSM?

Because not every touchpoint needs to be tech-touch, but having a support layer in place helps when your team is busy or unavailable.