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Invoco's Integration with GenieAI

GenieAI is the incredible ‘all-in-one’ marketing platform from Entrepreneurs Circle that empowers you to run your business properly and professionally. It enables you to get more customers, keep clients longer and properly scale your business – automagically!

This integration will:
  • Do a lookup to your GenieAI database and attempt to match a telephone number to a contact as the phone rings.
  • If we find a match, you’ll see automatically generated call notes, including a link to a call recording, appear in the 'notes' tab of that contact's record in GenieAI.
  • If we don’t find a match for the telephone number, the integration can create new contacts whilst still populating the same call notes, ready for you to amend with the correct caller name.
  • If enabled, desktop notifications will pop up as you're called, which when clicked, will take you straight into that callers record - saving you from searching as you talk.
  • Display the caller’s name on your Invoco VoIP Phone, as long as you have the Contact Lookup feature enabled!
And optionally, with our Invergence system:
  • Sentiment analysis scores (and a short explanation on the reasoning for the score), generated by our AI, will help you track how your customer service team are doing, as well as giving you the ability to trigger a workflow if the score is too low.
  • Transcribe calls and upload them to contact records automatically.
  • Trigger GenieAI automations from different call scenarios.
How to set up the integration between Invoco and GenieAI....
How to configure your workflows in GenieAI using the Invoco integration...

Still unsure about how it all works or just need some advice?

Request a call back from one of our friendly sales team!

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