Avantis Medicina
Occupational Medicine
Avantis Medicina offers a range of occupational health and safety services. To organize new contacts and quickly identify the reason behind each request, Verticis built a screening automation integrated into the company's operations.
Automated screening to organize new contacts before they reach the team
The problem we solved
Leads reached Avantis with different needs, but without any initial classification to help the team quickly see which service or information each person was looking for. Before moving forward, the team had to ask the same basic questions over and over to understand the request and decide where that contact should go.
What we did in this project
Design of the automated screening flow
Qualification questions built in Typebot
Identification of each contact's service and need
Integration of the data with the operation's database
The project automated a recurring step in the operation, organizing new contacts' information before they are routed to the team.
Results that make a difference
Avantis Medicina
The project automated a recurring step in the operation, organizing new contacts' information before they are routed to the team.
Automated screening
of new contacts
2
integrated tools
Need identified
before the first conversation
Context
Because it offers a variety of occupational health and safety solutions, Avantis receives contacts with very different needs, which have to be understood before they are routed to the right service.
Challenge
Organize how these contacts come in and cut the time the team spent on repetitive opening questions just to identify the reason for each request.
Results
With the automation, the team no longer receives a new contact with no context. The key information and the lead's need are identified upfront, making routing easier and the start of each conversation more organized.
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