Workflow Automation

Automate workflows with conversation intelligence

Transform manual processes into automated workflows. Retellio automatically extracts key information from conversations and integrates with your systems to reduce busywork and human error.

Key Benefits

How Retellio helps you extract more value from customer conversations

Smart integrations

Smart integrations

Connect Retellio with your CRM, ticketing, and other systems to automatically update records based on conversation data.

Custom workflows

Custom workflows

Design conditional workflows that trigger actions based on specific conversation events or detected patterns.

Use Cases by Team

RevOps

Streamline processes and eliminate manual data entry by automatically capturing and routing information from customer interactions.

Process Efficiency

Automate repetitive tasks like contact updates, opportunity creation, and ticket generation based on conversation content.

Data Accuracy

Ensure consistent, error-free data capture across all customer touchpoints without relying on manual note-taking.

Sales

Focus more on customers and less on administrative tasks with automated follow-ups and data entry.

Follow-up Automation

Automatically generate and send follow-up emails based on conversation content and detected next steps.

Task Management

Create and assign tasks in your project management system based on commitments made during customer conversations.

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