All agents
AI Agent
Sales
Service
Finds the right location or service area, then books it - a visit to the store, or a technician or estimator coming to the customer.
Progressive profiling collects the product they had in mind, or the make, model, access notes and address, and passes it ahead. The assigned specialist starts with context instead of questions.
Start with simple manual slotting and move to AI-optimized scheduling against technician availability and travel time when you are ready.
Empathetic voice & Conversational data capture
Localized data lookup for personalization
Keep customer engaged - additional data capture for the associate.
Attempt to capture contact information.
An AI agent is given a job and finishes it. It works from your business data, decides what to do next, and carries the task through - resolving a case, qualifying a lead, onboarding a supplier - with people reviewing the exceptions rather than every step. Some of that work faces your customers. Plenty of it runs inside the business, alongside employees, field teams, franchisees and suppliers.
Where Rosetree comes in: we build agents where you run your business, starting with one job that is well understood and measurable, then widening scope as the results hold up. Agents built that way are running in production at places like OpenTable, Batteries Plus, and BambooHR.
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