· Reviewed by Issabela Masters
Why do Convoso users need a virtual assistant?
Convoso is built for speed to lead. The DX5 engine, the dialing modes, the voicemail detection, the caller ID reputation tools and Convoso Ignite all exist to put a live person on the phone faster than the competition. All of it is wasted if the seat is empty, if the agent picks up four seconds late, or if the call ends with no disposition so the record recycles wrongly and gets dialed again. Staffing those seats is the part most operators find hardest: coverage across time zones, calling windows that differ by state, a script that changes on Monday, and turnover that makes last month's training worthless. We employ the agents, train them on your script and your compliance rules, and give you a team lead who scores their calls. And we do the desk work around the dialer that nobody has time for: list hygiene, callback queues, DNC entries, suppression checks and the daily report.
What can a virtual assistant do inside Convoso?
- Agents on the dialer
- Staffs your Convoso seats in the dialing mode your admin chose, ready when the connect lands so the greeting is not clipped, and holds the pace you set rather than rushing the conversation.
- Dynamic scripting
- Follows your dynamic script exactly, including the disclosure and recording lines, takes the branch the answer calls for, and flags any wording that keeps causing confusion so your compliance lead can change it.
- Dispositions and recycling
- Records a disposition on every attempt, correct rather than convenient, because your retry logic, recycling rules and reporting are only as good as what the agent selected.
- Callbacks and appointments
- Works the scheduled callback queue at the promised time, books appointments into your calendar with the notes the closer needs, and confirms them the day before.
- Consent and do-not-call work
- Calls only lists with lawful consent and do-not-call scrubbing applied, checks the suppression and litigator scrub ran before a campaign opens, observes calling hours and state holidays, and records opt-outs the same day.
- Caller ID and number health
- Watches flagged and blocked numbers in your Ignite number health screens, reports a number that has started failing, and rotates campaigns onto healthy ranges under your admin's direction.
- Omnichannel follow-up
- Sends the SMS and email steps in your cadences with lawful consent and do-not-call scrubbing, honors STOP and unsubscribe immediately, and keeps the reply threads read and answered.
- Lists, filters and reporting
- Uploads and maps lead files, applies your lead filters and priority rules, and sends a daily report on connects, contact rate, conversion by list source and time on the dialer.
Integrations we handle
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Convoso and Salesforce
With Convoso for Salesforce the agent dials from the record, so the lead, disposition and callback all live in Salesforce and your reports stay in one place.
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Convoso and HubSpot
Pushes outcomes and booked appointments onto the HubSpot record through the API or a Zap, so marketing sees what happened to the leads it sent.
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Convoso and Zendesk
Turns a service call taken on the dialer into a ticket with the account details filled in, and checks open tickets before making a follow-up attempt.
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Convoso and Zapier
Moves new leads into Convoso and pushes results back out to your CRM or sheet, with failed runs reviewed and re-run weekly.
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Convoso and Make
Handles the multi-step routes, such as a booked appointment writing to the calendar, the CRM and the client sheet at once, with error branches watched.
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Convoso and Google Workspace
Books appointments into the right Calendar and keeps the daily numbers in a Sheet your managers already open every morning.
