The check-in agent
A check-in that knows your customer and your product
The check-in agent knows the context before it asks, speaks their language, remembers the last conversation and answers product questions like a specialist. Three minutes that feel personal, with every customer.
A product specialist for every customer
The check-in agent knows your docs, product specs and every new release. Customers get answers right in the check-in. For anything it can't answer, you decide what it does.
Upload your docs
Product specs, guides and release notes. Add new ones as you ship, and the agent knows them from the next check-in.
Or connect your knowledge base
Point the agent to your help center, and it stays up to date on its own.
You set the guardrails
Decide what the agent may talk about, what it never says, and what happens with a question it can't answer.
Context
The agent reads the customer before it asks
The agent draws on four sources, so each person gets questions that fit their role, their plan and their history with you.
What the agent reads
- Your CRMPlan, users, products and renewal date
- Your product dataUsage and spend, and how they change
- Earlier check-insWhat they said, and what your team did
- The personTheir role and time in it, from LinkedIn
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Main question 1 of 3
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The check-in agent
Questions that fit the person
- Renewal in 45 days
What would make the biggest difference for you in the coming year?
- Usage down this month
How does your team handle the weekly sales today?
- Said in June: stock count is off
Does the stock count match now?
- New in the role, three weeks
What do you need from Tallora to get your team going?
Languages
In their language, with a native voice
Each contact gets the check-in in their own language, even people at the same customer. Choose from more than 20 languages, each with a native voice. Your team reads every signal in English.
- English
- Svenska
- Deutsch
- Français
- Español
- Nederlands
- Dansk
- Norsk
- Suomi
- Polski
- Português
- Čeština
- 한국어
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Sara says, in Swedish
Lagersaldot stämmer fortfarande inte, och det tar tid varje vecka.
Your team reads, in English
The stock count still does not match, and it costs time every week.
Memory
The agent remembers, and it adapts
The agent picks up where the last conversation with that person ended. Nobody is asked the same thing twice.
MarchOnboarding
Only the office uses it so far.
Asked what would help the rest of the team start.
JuneEvery quarter
Everyone uses it now. Friday sales take an hour to enter.
Did not ask about the rollout again. Asked one more why about Fridays.
SeptemberBefore the renewal
Much better since the import. The stock count still does not match.
Started from June. Kept it light, then asked about the coming year.
- Keeps it light when things go well
- Asks one more why when they do not
- Welcomes a new contact as new
- Never repeats a question
Triggers
The check-in agent knows when to ask
A change in your data starts a check-in about it, before the change turns into churn. Set up the triggers once, and invitations go out on their own.
Product usage drops
The agent asks how the team works today and what gets in the way.
Spend changes
Up or down. The agent asks what changed in their plans and where your product could help more.
A stakeholder changes
A new contact, or a key stakeholder who leaves. The agent asks what matters to the people who stay.
NPS or health score falls
Or CSAT, or any score you track. The agent asks for the reason behind the number.
Your team hears the reason behind the change while there is still time to act.
- Day 7StartDid the first week go as planned?
- Day 21OnboardingIs the whole team up and running?
- Every 90 daysEvery quarterWhat works, and what does not?
- 45 days before renewalRenewalWhat would you miss, and what is changing?
- Quotes prices or makes promises
- Mentions your other customers
- Pretends to be a person
- Sells, argues or pushes back
In the demo
Hear it for yourself
In the demo you take a check-in the way your customer would. Then you see what your team gets from it.
You will meet
Mernosh Saatchi
CEO and Co-founder, Nava