Features

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Sales Skills

Sela agents are designed to conduct effective, natural sales conversations. They support essential sales skills throughout each customer interaction:

• Discovery
• Qualification
• Objection handling
• Personalized pitching

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Warm Call Transfer

Sela manages the handoff between a customer and a loan officer from start to finish. During the customer conversation, Sela can contact a loan officer to confirm availability. Once both parties are ready, Sela connects the calls, provides a brief introduction, and exits the conversation. This coordinated process provides a more seamless experience than a cold transfer or basic call forwarding.

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Metadata

Sela supports custom metadata for each lead, enabling agents to personalize their conversations with relevant context. Fields included in lead creation or update requests are stored automatically unless they are reserved for system use. This metadata can then be incorporated into the agent’s talk track.

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Scheduling

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Automatic callback scheduling

Sela agents can schedule and place callbacks at a customer’s requested date and time. For example, if a customer asks to be called the following day, the agent schedules the follow-up and places the call at the appropriate time.

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Calendar integrations

Sela agents can check availability and book meetings through:

• Cal.com
• Calendly
• Microsoft Bookings

Contact support@trysela.com to discuss additional calendar integrations.

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Voicemail Detection

Sela can detect when a call reaches voicemail and leave a dynamic message tailored to the conversation context.

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Next Steps

Learn how to integrate Sela with your systems or speak with an AI assistant.