Use Cases Archive - CloudTalk

Feedback AgentE-commerceHealthcareInsuranceManaged Services & ITSaaS / Software & AppsTelecom/UtilitiesTravel & HospitalityOutbound

"I want to know how customers felt about the support they received, and catch any issues we missed."

Agent Goal: Captures post-support feedback to improve service quality and catch unresolved issues.

"We want to quickly qualify trial signups so sales doesn’t waste time on curiosity clickers.”

Agent Goal: Filters trial and demo signups to identify real buyers and prioritize outreach.

"I want to automatically screen applicants so our recruiters only spend time with serious candidates.”

Agent Goal: Reduces recruiter workload and speeds up time-to-interview by pre-qualifying job applicants quickly and consistently.

Qualification AgentInsuranceOutbound

“I want to qualify inbound insurance leads, so my agents only talk to serious buyers”

Agent Goal: Increases quote-to-sale conversion by qualifying inbound leads and routing high-intent prospects.

"I want to quickly qualify student inquiries and connect the most promising ones to our admissions team."

Agent Goal: Increases enrollment conversion by qualifying student inquiries quickly and consistently.

Qualification AgentHealthcareOutbound

"We want to qualify patients before they take up time on the phone — especially for private or non-standard care.”

Agent Goal: Reduces administrative load and improves care access by qualifying high-intent patients.

"I want to automatically screen incoming case inquiries so my team only deals with serious legal matters."

Agent Goal: Saves attorney time by qualifying legal inquiries and surfacing high-value cases.

"I want to collect feedback after onboarding or a sale so we can improve and follow up if something’s off.”

Agent Goal: Captures timely customer feedback to identify risks, wins, and improvement opportunities.

"I want to follow up after interviews or events to understand how candidates or clients felt — and improve our process.”

Agent Goal: Collects feedback after interviews, recruiting events, or consultations to improve future interactions.

Reminder AgentAnyOutbound

"I want to automatically remind prospects about time-sensitive offers without overwhelming my sales team."

Agent Goal: Accelerates deal conversion by reminding prospects about expiring offers.

"I want to gently remind customers about outstanding payments so we can collect what’s owed without harming the relationship.”

Agent Goal: Recovers unpaid revenue by following up with customers on overdue invoices.

"We want to proactively remind customers about renewals so we don't lose them just because we didn’t follow up in time.”

Agent Goal: Prevents churn and drives renewal by reminding customers ahead of upcoming contract or subscription expirations.

"We need to capture verbal acceptance of updated terms from every customer — without overloading our team.”

Agent Goal: Automates legal opt-in collection at scale and ensures regulatory traceability.

"I want to automatically remind customers to complete onboarding tasks or submit missing info without relying on manual follow-up.”

Agent Goal: Improves process completion rates by reminding customers to take critical next steps.

AI Voice Agent Use Case Library

"I want to know how customers felt about the support they received, and catch any issues we missed."

"We want to quickly qualify trial signups so sales doesn’t waste time on curiosity clickers.”

"I want to automatically screen applicants so our recruiters only spend time with serious candidates.”

“I want to qualify inbound insurance leads, so my agents only talk to serious buyers”

"I want to quickly qualify student inquiries and connect the most promising ones to our admissions team."

"We want to qualify patients before they take up time on the phone — especially for private or non-standard care.”

"I want to automatically screen incoming case inquiries so my team only deals with serious legal matters."

"I want to collect feedback after onboarding or a sale so we can improve and follow up if something’s off.”

"I want to follow up after interviews or events to understand how candidates or clients felt — and improve our process.”

"I want to automatically remind prospects about time-sensitive offers without overwhelming my sales team."

"I want to gently remind customers about outstanding payments so we can collect what’s owed without harming the relationship.”

"We want to proactively remind customers about renewals so we don't lose them just because we didn’t follow up in time.”

"We need to capture verbal acceptance of updated terms from every customer — without overloading our team.”

"I want to automatically remind customers to complete onboarding tasks or submit missing info without relying on manual follow-up.”