Using an inbound API, you can pull information from your existing Customer Relationship Manager to gather the telephone number and appointment dates of your clients. This can be especially helpful for businesses that may have other sensitive data attached to client profiles, such as medical records ‚¬œ you can choose to import only these specific fields.
After your data is imported and parsed by the automation platform, it will look at the appointment day and schedule an execution delay so that a phone call is sent out one week in advance. There are two different options when it comes to sending automated reminder calls: either recording a personal message, or using text-to-speech functionality. After this phone call, another delay will be created so that your clients will receive a second reminder phone call on the day before their appointment. This multi-reminder approach grants the opportunity for clients to still receive a reminder If they happen to miss the first one.
After the second phone call has been received, a tag will be added to the contact in the CRM to verify that they received the call and are aware of the upcoming appointment. If another appointment is scheduled, the tag can be removed and the process can begin anew.
