Vision Clips

Building and managing a virtual agent has never been so easy — because we do it all for you. From the conversation design, implementation, and continuous optimization, the SmartAction CX team supports you at every step in the conversational AI journey.

Browse Per Industry

See how SmartAction's cutting-edge AI takes customer service to the next level in your industry.

Paratransit: Scheduling a Ride

Schedule Non-Emergency Medical Transportation

Watch how easy and seamless scheduling a ride can be. SmartAction's intelligent virtual agent helps passengers get where they need to go by scheduling non-emergency medical transportation (NEMT) over voice, chat, and SMS text.

MTM: Scheduling a Ride

Schedule NEMT | MTM

MTM provides non-emergency medical transportation (NEMT) - an essential service that millions of Americans rely on for access to medical care. Watch this clip to learn how passengers can easily schedule a ride over the phone with SmartAction's AI-powered virtual agent.

Logisticare Transportation Scheduler

Schedule NEMT | Logisticare

In this real-time call, conversational AI assists a caller with scheduling a paratransit ride. Using natural language, AI virtual agents can capture intent and authenticate a customer through ANI lookup and a few pieces of identifying information. Through behavioral data from system of record integration, intelligent virtual agents can pull up the last ride and provide details to save the caller time.

Payment Service Providers

Collecting Payments Over the Phone

Make payments easy for customers. Through PCI-compliant protocols, AI virtual agents can collect payment for services.

Homeserve Appointment Scheduling

Scheduling a Home Service Appointment

Hear how HomeServe's AI virtual agent helps a customer find the best available appointment for a heating tune-up in just under 2 minutes.

Place Order

Placing an Order

Listen to an intelligent virtual agent assist and process a complex order. With database integration, authentication is made easy and with human-centered design, the IVA is able to suggest an appointment with a technician for installation if needed. The customer completes his purchase in under 3 minutes!

Claim Rewards

Claiming Rewards

Drive sales with an intelligent virtual agent that helps customers manage their rewards and keeps them in the know about upcoming deals and reward program offers.

Troubleshooting Telecom

Triage and Tier-1 Tech Support

Listen to a SmartAction intelligent virtual agent handle multi-turn troubleshooting. The customer remains in self-service and resolves their issues in less than 2 minutes.

Survey

Outbound CSAT/NPS Surveys

Virtual agent calls to confirm time that service provider arrives and how satisfied customer is with the service while capturing CSAT and NPS scores.

Old Republic Home Protection

Scheduling a Home Service Appointment

Hear how Old Republic Home Protection automates complex appointment dispatches with a SmartAction AI Virtual Agent.

Automation Samples

Utilities Automation Samples

Think your utilities customer service processes are too complex for self-service? Think again. As a utilities provider, you get customer inquiries every day that are bogging down your customer service reps. Leading companies are now using AI and 100% Natural Language Processing (NLP) to automate conversations they never thought possible. Find a solution for every part of the customer journey!

Report Outages Utilities

Report Outage

When utility providers are faced with unprecedented events such as weather emergencies or blackouts, AI virtual agents can be scaled to meet the demand of inbound calls. Enable customers to report an outage immediately with conversational AI. The AI virtual agent will collect outage information and proactively update and notify customers when service has been restored.

Authentication and Transfer Utilities

Authentication and Transfer

Data gathering & authentication self-service solutions reduce agent handle times, allowing agents to focus on high-value tasks instead of mundane and repetitive processes. Conversational AI allows you to capture customer intent in natural language & personalize an interaction for the best customer service experience.

Service Cancellation Utilities

Service Cancellation

With conversational AI, customers can start, stop, or transfer a service securely. AI virtual agents can exercise the ability to act like as live agent in order to open service tickets for assistance to be rendered. This frees up live agents to focus on complex edge cases and reduces hold time for the customer.

Payment Arrangements

Payment Arrangements

See how an intelligent virtual agent helps a SECO Energy customer settle their bill and a negotiate arrangement through with PCI-compliance.

Automation Samples

Retail Automation Samples

Think your retail customer service processes are too complex for self-service? Think again. As a retail brand, you receive inquiries every day that are bogging down your customer service reps. Leading companies are now using AI and 100% Natural Language Processing (NLP) to automate conversations they never thought possible. Find a solution for every part of the customer journey!

DSW

Update Address | DSW

Hear how a DSW AI virtual agent assists an established Shoe Lover in natural language to update their home address. By incorporating customer self-service, DSW improved their CSAT by 30%!

Fabletic

Billing Inquiries | Fabletics

Listen to a Fabletics AI virtual agent assist a customer in skipping a month in their subscription. In less than 2 minutes, the customer is refunded their full amount. Self-service automation has helped TechStyle Fashion Group reduce their AHT by 45 seconds!

Tier One Tech Support

Triage and Tier-1 Technical Support

Listen to a SmartAction intelligent virtual agent handle multi-turn troubleshooting. The customer remains in self-service and resolves their issues in less than 3 minutes.

Order Status

Order Status | Fabletics

Delight your customers with a virtual agent that’s always ready to help with orders. By automating repetitive call types, retailers like Fabletics have saved over $1M in a quarter in headcount costs!

Product Registration

Product Registration

Product registrations are multi-turn conversations that are too complex for traditional IVR, but tedious and repetitive for live agents. Listen to an intelligent virtual agent register a product with a customer in just 2 minutes flat!

Outbound Collections

Outbound Collections

Approximately 30 million Americans have at least one debt in collections. AI virtual agents work in everyone’s favor by taking the load off live agents and allowing customers to handle collections best suited for their financial situation.

Order Return

Returns

There are nearly a dozen repetitive processes related to customer accounts & memberships that can be automated and fully contained using virtual agents. Delight your customers with a virtual agent that’s always ready to help with orders.

Ordering

Ordering Pizza

Listen as customer calls in to order pizza, is asked if she wants to reorder the same items as her previous order, she confirms, and makes a PCI-compliant payment to the system.

Account Authentication

Account Authentication and Password Reset

Listen to an intelligent virtual agent authenticate a customer and assist in a password reset through a fully omnichannel experience incorporating voice and SMS. Automating repetitive customer interactions can reduce AHT and improve CSAT!

Electrolux

New Product Registration | Electrolux

Listen to a new Electrolux customer registering their product through self-service with the help of an AI virtual agent.

Financial Services

Financial Services Automation Sample

Think your financial services customer service processes are too complex for self-service? Think again. As a financial institution, you get customer inquiries every day that are bogging down your customer service reps. Leading companies are now using AI and 100% Natural Language Processing (NLP) to automate conversations they never thought possible. Find a solution for every part of the customer journey!

Report Lost or Stolen ATM/Credit Card

Report Lost or Stolen ATM/Credit Card

Give the ease and convenience of frictionless conversational AI to your digital banking customers. With best-in-breed tools and the industry's leading CX experts, your customers can report a lost or stolen ATM/Credit card through self-service.

Request Statment & Order Checks

Request Statement & Order Checks

Digital banking customers are empowered through self-service. With the help of an AI virtual agent, they can request a statement from any month and order checks quickly and easily.

Credit Card Collections

Inbound Credit Card Collections

Approximately 30 million Americans have at least one debt in collections. AI virtual agents work in everyone’s favor by taking the load off live agents and allowing customers to handle collections best suited for their financial situation.

Make Payment

Make a Payment

Allow customers to make payments arrangements through PCI-compliant protocols — all through your intelligent virtual agent.

Payments

Payments

Listen to a virtual agent greet and authenticate the customer's identity, offer payment options, and process credit card payment on a mortgage with PCI-compliant protocols.

Balance Inquery and Transfer

Balance Inquiry & Transfer

Customers can complete digital banking tasks through voice with ease and speed. Give customers the self-service convenience of checking balances on multiple accounts, and still give them the ability to speak to a live agent for human-only engagements.

Vanguard - Balance Inquery and Transfer

Balance Inquiry & Transfer | Vanguard

Conversational AI makes checking balances easy for financial customers. See how an AI virtual agent handles balance inquiries and money transfers in just under 2 minutes!

Brightree - Outbound Collections

Outbound Collections Sample | Brightree

Watch the Brightree AI virtual agent make payment arrangements with a customer for successful debt collection. Conversational AI has helped them collect over $4.75M in late stage debt.

Roadside Assistance

Automotive Sample Automation

Think your automotive customer service processes are too complex for self-service? Think again. You get customer inquiries every day that are bogging down your customer service reps. Leading companies are now using AI and 100% Natural Language Processing (NLP) to automate conversations they never thought possible.

Service Scheduling

Schedule Service Appointment

Help customers find an available appointment that works for them for service scheduling through self-service. Customers can confirm, reschedule, or cancel an appointment all through conversational AI. Additionally, notify customers of recalls upon scheduling service and save your front desk or service department the headache of repetitive calls that can be automated with an AI virtual agent.

New Customer Vehicle Service Check-up

Vehicle Service Check-Up: New Customer

Help new customers find a best-available service appointment that works for them through self-service. Extend the exceptional customer service with outbound reminders proven to reduce no shows!

Existing Customer Vehicle Service Check-up

Vehicle Service Check-Up: Existing Customer

Help existing customers find a best-available service appointment that works for them through self-service. Extend the exceptional customer service with outbound reminders proven to reduce no shows!

Auto Loan Collections

Outbound Auto Loan Collection

Approximately 30 million Americans have at least one debt in collections. AI virtual agents work in everyone’s favor by taking the load off live agents and allowing customers to handle collections best suited for their financial situation.

Scheduling

Schedule Appointment: Recall

Recalls happen every day. Give your customers the ease and convenience of scheduling a service appointment through conversational AI. Recall information will be provided upon request and outbound capabilities allow for SMS reminders of booked service appointments.

Roadside Assistance

Emergency Roadside Assistance

Being stranded on the side of the road is a frustrating experience. Give motorists self-service ease with an AI Virtual agent. Using the power of conversational AI, intelligent virtual agents can give a personalized greeting and capture intent to dispatch service needed in the matter of minutes.

AAA

Emergency Roadside Assistance | AAA

AAA trusts SmartAction with their customer experience that's cut their hold time in half. Watch how an AI virtual agent helps a stranded driver who is calling under terrible audio conditions - on speakerphone, outdoors, and with poor cell connectivity.

Intelligent Front Door

Intelligent Front Door & Authentication

Answer every call with a “How can I help you today?” and authenticate policyholders with a virtual agent who excels at alphanumeric capture. Route customer to appropriate live agents or contain through self-service for interactions like First Notice of Loss (FNOL), Claim Status, and more.

Lienholder Verification

Lienholder Verification

Virtual agents can reduce AHT through the marriage of best-in-breed conversational AI technology and industry-leading CX experts. See how an AI virtual agent handles lienholder verification with ease.

File Claim

File a Claim

In auto insurance, there are 7 annual claims per every 100 insured vehicles on average, and in home insurance, that number is 5 annual claims per 100. AI virtual agents work in everyone’s favor by taking the load off live agents and allowing customers to handle claims that don't require human judgment or critical thinking.

Update Address

Update Address

There are nearly a dozen repetitive processes related to customer accounts that can be automated and fully contained using virtual agents. By offload these routine calls to intelligent virtual agents, insurance companies have seen on average a savings off 66% in operational costs!

Policy Information

Policy Information

Make it easy for policyholders to get information on what’s covered, make changes to their policy, and update account information. Leading insurance providers can achieve an average of 66% operational cost savings with SmartAction’s conversational AI solution.

Claim Status

Claim Status

There are nearly a dozen repetitive processes related to customer accounts & memberships that can be automated and fully contained using virtual agents. Enable policyholders to check the status of an open claim or get information on previously filed claims, anytime they want.

Payment and Transfer

Payment and Transfer

Allow customers to make payments through PCI-compliant protocols and transfer to a live agent for the human-only engagements — all through your intelligent virtual agent.

Make a Payment

Make a Payment

Allow customers to make payments through PCI-compliant protocols — all through your intelligent virtual agent.

Legal & General

Payment | Legal & General

Legal & General trusts SmartAction with their customer experience. That's how they grew to 1.3 million customers without adding additional headcount!

Travel & Hospitality Samples

Travel & Hospitality Sample Automation

In travel & hospitality, you receive customer inquiries every day that are bogging down your call center agents. Leading T&H companies are now using AI and 100% Natural Language Processing (NLP) to automate conversations they never thought possible.

Hotel Reservations - After

Intelligent Front Door & Hotel Reservations Transfer

In this live call, listen to an AI virtual agent capture a customer's intent through natural language and gather data to provide a live agent that will then give the best rate for their stay. Conversational AI integrates with your system of record for a seamless transfer.

Hotel Reservations

Book Hotel Reservation

Listen to a SmartAction intelligent virtual agent handle a complex hotel reservation. Automating repetitive customer interactions can reduce AHT and improve CSAT!

Greet & Route

Intelligent Front Door & Transfer

Listen to a SmartAction intelligent virtual agent identify a group reservation and transfer a customer to a live agent.

Change Reservations

Change Reservations

There are nearly a dozen repetitive processes related to customer accounts & memberships that can be automated and fully contained using virtual agents. Make it easy for travelers to make changes to an existing reservation through conversational AI self-service.

Balance Request

Balance Request

Allow customers to check on remaining balances through PCI-compliant protocols — all through your intelligent virtual agent.

Check Rewards Balance

Check Rewards Balance

Drive more revenue with an AI virtual agent that helps travelers manage their rewards. Implementing self-service conversational AI in your contact center can greatly reduce average handle time (AHT) and allow you to save an average of 66% per call!

Healthcare Samples

Healthcare Automation Samples

Think your healthcare patient service processes are too complex for self-service? Think again. As a healthcare provider, you get customer inquiries every day that are bogging down your customer service reps. Leading companies are now using AI and 100% Natural Language Processing (NLP) to automate conversations they never thought possible. Find a solution for every part of the customer journey!

Appointment Scheduling

Schedule Appointment & Update Address

Finding the right date and time for an appointment can be a hassle. Fortunately, our intelligent virtual agents are trained to understand and handle complex scheduling requests. With SmartAction, customers can easily book appointments in natural language, whether they’re looking for the soonest available opening or have a specific day and time in mind.

Schedule Appiontment & Change Address

Schedule Appointment & Change Address

Finding the right date and time for an appointment can be a hassle. Fortunately, our intelligent virtual agents are trained to understand and handle complex scheduling requests. With SmartAction, customers can easily book appointments in natural language, whether they’re looking for the soonest available opening or have a specific day and time in mind. Additionally, virtual agents can change addresses in your system of record to ensure up-to-date patient files.

Rapid Response Virtual Agent

Rapid Response

SmartAction's Rapid Response Virtual Agent intercepts callers with a seamless channel switching experience to deflect calls to chat that do not need human assistance.

J&B Medical Supply

Reorder Supplies | J&B Medical

Watch the J&B Medical Supply AI virtual agent make reordering supplies for a customer easy. Integrating into a system of record, the intelligent virtual agent lists out supplies for confirmation in natural language.

FAQ

FAQs

Virtual agents are perfect for handling the routine and repetitive frequently asked customer questions that often end up with live agents.

Patient Authentication

Patient Authentication

Answer every call with a friendly greeting and capture user intent in natural language. Our virtual health agents authenticate patients through HIPAA-compliant protocols and route calls to the appropriate caregiver or department.

Outbound Collections

Outbound Collections

Listen to an intelligent virtual agent greet a customer and identify who it is calling on behalf of, then verifies customer identity for security purposes to processes payment on overdue balance.

Don’t Take Our Word for It

Now that you’ve seen our AI in action, hear how we’ve helped companies like yours gain a better customer experience without adding to their headcount.

#1 Rated AI-Powered Virtual Agents for Contact Centers

5 Star Reviews

Most contact centers have an over-reliance on live agents for even the most repetitive and rudimentary calls and chats. With cloud-based virtual agents, you can automate conversations your live agents are handling today without sacrificing an ounce of CX.

Request a demo and hear call samples from your industry!