Conversation Automation

Let every conversation trigger the next step.

Automate follow-up, CRM updates and internal actions from real call outcomes — without turning your service into a maze.

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Trivoh Callers Hub

Live operations

All systems live

Active workflow · New lead follow-up

Call completed

Outcome: interested

Update CRM

Stage: qualified

Send follow-up

Personalised SMS

3.2×

Faster follow-up

78%

Routine admin automated

0

Manual re-keying

24/7

Workflow coverage

From talk to action

Build momentum after the customer hangs up.

Outcome triggers

Start a workflow from intent, disposition, sentiment or a custom call event.

CRM updates

Write notes, fields, tasks and stage changes back automatically.

Personal follow-up

Send a relevant SMS or email while the conversation is still fresh.

Smart escalation

Alert the right person when risk, urgency or a valuable opportunity appears.

From interaction to work

The value is not only in the conversation — it is in what happens next

Callers Hub connects conversations with structured work. Depending on configuration and permissions, supported outcomes can become tasks, tickets or calendar events so teams move from conversation to completion afterwards.

Instant Capture at Interaction End

Actionable next steps are captured immediately while the context is still fresh and linked to the relevant customer record.

Actionable results

Role-Based Accountability

Every generated task, ticket or booking is assigned to an accountable owner with due dates and visibility.

Accountable ownership

Connected Operational History

Calls, notes, tasks and follow-up actions remain connected across the customer record and operational history.

Connected trail

Integrated work actions

Integrated Action Capabilities

Move information into useful action immediately, supported by the wider customer record.

Smart calendar

Appointment Scheduling

Define supported booking types, available windows and confirmation rules so appointments can be created during a live conversation.

Configured action ready
Smart ticket

Support Tickets

Turn unresolved customer issues or agreed next steps into structured tickets with clear ownership and priority.

Configured action ready
CRM action

Tasks & Follow-Up

Create assigned tasks with due dates and the relevant call context so follow-up work does not disappear.

Configured action ready
History synced

Customer Activities

Record supported customer activities and outcomes in the connected customer timeline.

Configured action ready
No-code logic

Workflow Automation

Use supported triggers, conditions and actions to automate tasks, routing, updates and notifications.

Configured action ready
From conversation

Example: From Conversation to Follow-Up

A conversation can trigger a structured sequence of actions while keeping every step connected to the customer record.

1

Customer Speaks

Intent and requested outcome are identified.

2

Intent & Context

Approved business rules and customer context are checked.

3

Logic Applied

The correct workflow path and conditions are selected.

4

Action Registered

A task, ticket, booking or update is created.

5

Follow-Up Sent

The customer and responsible team receive confirmation.

Real-time scheduling

Scheduling during the customer conversation

Callers Hub can connect with calendar services so available times can be checked and appointments created while the customer is still on the call.

Availability in context

Check approved calendars and working hours without leaving the conversation.

Automatic confirmation

Send supported confirmations and meeting information as soon as the booking is created.

Multi-calendar discipline

Apply the appropriate calendar, owner and scheduling rules for each appointment type.

Live Scheduling Assistant

Wednesday availability

3 slots available
9:00 AM
10:30 AM
1:45 PM

Selected appointment

Consultation · 10:30 AMConfirmed

Open Customer Issue Escalations

Real-time tracking
AC-1048UrgentAssigned
ST-982NormalIn progress
CS-441EscalatedHuman review
Structured responsibility

Make customer issues accountable

When a customer raises an issue during a call, the follow-up should not depend on memory. Create an owned task or ticket with the customer context, priority and required next action.

Structured tickets

Capture the issue, owner, urgency and expected outcome.

Clear accountability

Make responsibility visible until the issue is resolved.

Operations team designing an automated customer workflow

Live impact

78%

of routine post-call admin automated

Automation with a human pulse

Remove busywork, not judgement.

Visual workflows handle predictable next steps while keeping people in control of sensitive, unusual and high-value moments.

No-code branching and delay rules
Reusable workflows for every team
Human approval steps where needed
Live run history and failure visibility

From first ring to resolution

A clearer way to run every conversation.

01

Choose the signal

Trigger from a call outcome, customer field, keyword, sentiment or schedule.

02

Build the response

Combine messages, tasks, CRM actions, alerts and approval steps.

03

Measure the outcome

See what ran, what converted and where the workflow needs attention.

Questions, answered

Frequently asked questions

No. The visual builder is designed for operations and customer teams.

Turn every call into forward motion.

Bring your calls, conversations and customer context together in one intelligent workspace.

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