For sales representatives on the go, Donna can offer her services through the Voice integration. As soon as a user has connected their phone number to Donna, they can start interacting by calling her.
Donna will gather as much info as possible during your conversation and is able to:
push a new note to your connected CRM (when enabled)
push a new task assigned to yourself or others to your connected CRM (when enabled)
use a custom implementation (as defined during onboarding)
To ensure Donna can assist you as effectively as possible, please follow these 5 simple steps during your conversation:
Call Donna on +32 800 70 571
Mention the contact or company you just talked to and provide any details about the conversation you just had with them
Answer Donna's questions to help her create clear and comprehensive notes (find out how to customize Donna’s response in our Templates article)
Once Donna has gathered sufficient information, she'll perform all necessary actions
When your conversation is over, simply hang up!
After your conversation, you’ll receive a wrap-up email about your conversation and the full transcript will be available in the platform under Conversations.
Troubleshooting & limitations
Speak clearly and avoid interrupting Donna while she’s processing to ensure smooth communication.
Call Environment Matters: Ensure you’re in a quiet environment with minimal background noise (e.g., avoid calling in windy areas or places with loud sounds) for optimal audio quality and processing.
Speech Detection Limitations: Donna detects when you speak and when you pause. As with human interactions, avoid long pauses until you have finished talking.
Silence Doesn’t Mean She’s Stuck: If Donna doesn’t respond immediately, she might still be processing what you said. Be patient.
Nudging Donna: If it feels like Donna is taking too long to respond, you can nudge her to re-engage.