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)
Calling Donna doesn’t cost anything extra — it’s just like calling your mom. No hidden fees, no surprises.
Enable “Post-meeting nudge” notifications in your Personal Preferences and choose to receive them on Whatsapp. Donna will now send messages after your calendar meetings end. Every one of these messages will contain a “Call me to debrief”-button. Once pressed, Donna will call you about this meeting after a few seconds.
By doing this, you ensure Donna already knows exactly what meeting you’re talking about and she will already have figured out which contacts and/or accounts are associated with this meeting.
You can call Donna even if you do not have any event scheduled in your calendar. To ensure Donna can assist you as effectively as possible, please follow these 5 simple steps during your conversation:
Call Donna on one of the following numbers (depending on your region or the one closest to you:
🇺🇸 US +1 (872) 469-7087
🇧🇪 Belgium +32 9 313 30 48
🇬🇧 UK +44 7426 924298
🇧🇷 Brazil +55 (61) 3181-0368
🇳🇱 The Netherlands +31 970 1027 5445
Mention the contact or company you just talked to and provide any details about the conversation you just had with them
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.
Speak clearly and avoid interrupting Donna while she’s processing to ensure smooth communication. Do not forget to keep our Best Practices in mind for calling as well.
Start from a nudge: Even though Donna supports spontaneous interactions (e.i. not linked to a specific entry in your calendar), she works a lot better when she’s aware you’re calling her about a specific entry. These can be initiated using the button accessible through your post-meeting nudges.
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.
Avoid short responses: Similar to your interactions through messaging, Donna performs best with detailed responses that provide more context. For example, “Yes, you can create that task” is more effective than simply saying “Yes.”
Understand the actions Donna can perform: When calling Donna, she is limited to several actions. These include pushing new notes or tasks to your connected CRM (when enabled) and executing custom implementations defined during onboarding. Make sure to only mention these by saying “push this to my CRM or send me a note” instead of “send an email”.
Nudging Donna: If it feels like Donna is taking too long to respond, you can nudge her to re-engage.
Silence doesn’t mean she’s stuck: If Donna doesn’t respond immediately, she might still be processing what you said. Be patient.
Ending the call: Hang up the call after Donna performed the action you wanted. One call should equal one interaction (with a client) on your end.
