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Drive Process Completion Without Manual Chasing

You want to: Reduce drop-offs by nudging users who haven’t completed a critical step, without tying up your team.

Your AI agent can: Call users with incomplete actions, remind them professionally, and guide them toward completion or escalate if needed

Contact Sales
Industry: Education/EdTech FinTech/FinServ Insurance Legal Services Logistics Real Estate SaaS / Software & Apps Telecom/Utilities
Business Goal: Operational Efficiency
Call Direction: Outbound
Agent Type: Reminder Agent

What can this AI Agent help you achieve?

Increase process completion

More KYC forms submitted, agreements signed, tasks done

Reduce manual work

Fewer tickets or follow-ups for operations and support

Prevent drop-offs

Keep users moving forward in your process

Use the agent when:

  • Customers often stall mid-process (e.g., signed up but didn’t verify)
  • Ops/support teams are chasing low-level actions
  • Business processes rely on document collection, identity checks, or user uploads

What you need:

  • Customer status field (e.g., KYC = Incomplete)
  • Trigger for overdue tasks or action delays
  • Escalation plan for inaction or resistance

How to set it up:

Trigger it:

  • When [Task Status] = Incomplete after [X] days
  • After [Signup], [Document Request], or [Process Step Start]

What it says (Sample dialogue)

“Hi [Customer First Name], just a quick reminder that we’re still waiting for [Document/Task] to complete your [Process Name]. Can I help you finish that now?”

What it does next:

  • If task completed → confirm + notify system or team
  • If not ready → ask for reason or preferred follow-up
  • If stuck or unclear → escalate to human support

Setup prompt template

Setup Prompt Template

Objective:

  • Remind users to complete [Action/Task Name] for [Process Name] and support them in finishing the step or escalating if blocked.

Scope:

  • Don’t answer technical, legal, or security-related questions.
  • Only guide the user back to the correct action or help channel.

Tone and Style:

  • Professional, polite, and helpful
  • Clear and action-oriented — no pressure

Key Phrases to Use:

  • “This is a quick reminder that your [Action/Task Name] is still pending.”
  • “I can help you complete it now or guide you to support.”
  • “Would you like me to resend the [link/document]?”

Phrases to Avoid:

  • Don’t suggest urgency like “final warning” unless explicitly configured
  • Avoid implying penalty or failure

Required Actions:

  1. Greet with [Customer First Name]
  2. Reference the incomplete task or document
  3. Ask if they’d like help or a reminder link
  4. If ready to complete → trigger completion logic or send [Link]
  5. If not ready → log reason and defer
  6. If unclear → escalate to [Assigned Support Contact]

Escalation Rules:

  • Completed = log success
  • No response = retry or hand off
  • Blocked = escalate to support or ops team

Table of contents

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All Use Cases

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FinTech/FinServHealthcareInsuranceLegal ServicesSaaS / Software & AppsTelecom/UtilitiesOperational EfficiencyOutboundReminder Agent

"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.

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Education/EdTechFinTech/FinServInsuranceManaged Services & ITSaaS / Software & AppsTelecom/UtilitiesRevenue RecoveryOutboundReminder Agent

"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.

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FinTech/FinServHealthcareHome ServicesLegal ServicesManaged Services & ITSaaS / Software & AppsTelecom/UtilitiesRevenue RecoveryOutboundReminder Agent

"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.

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