Your inside team asks Workd for any order, invoice or account by voice. When the phones get busy, a Workd phone agent can take the routine questions too, as backup, and hands every call that needs a person to your team with the context.
Today's calls
Handled while your team was busy
| Time | Caller | What happened |
|---|---|---|
| 10:42 AM | Ramos Plumbing | Delivery ETA given |
| 10:15 AM | Lakeview Electric | Invoice copy sent |
| 9:58 AM | Nguyen HVAC | Stock check |
| 9:31 AM | Summit Builders | Handed to Dana |
Where's my order? What do I owe? Did my payment go through? The same calls come in all day, and your best people stop what they're doing to look things up.
Every one of those look-ups means clicking through screens in the ERP. The questions that need real judgment, and the relationships, wait while your people dig.
Routine answers handled, so your people can focus.
Inside sales asks Workd out loud for an order, invoice or balance and has it in seconds. When lines are busy, routine calls can go to Workd too.
Your people and your callers just say what they need, in their own language.
Orders, invoices and payments come live from your ERP and CRM, the same data your team sees.
Routine answers are handled and logged on the account. Anything that needs a person goes to your team with the full context.
did thisA caller needs an order while your team is tied up. Workd finds the account, takes the order, confirms delivery and logs it for your team.
Tony's Grill
"Where's my order?" Workd checks whether it shipped, gives the tracking and the delivery status.
Balances, paid and open invoices, and copies of invoices emailed while the caller waits.
Customers pay open invoices by card over the phone. Card numbers never land in recordings or transcripts.
Routine orders can be taken by phone as extra coverage. The order goes into your system with a confirmation emailed.
About 80 languages, picked up from the first sentence. Your team reads the summary in English.
Ask for a person and the call transfers with the context. If nobody is free, Workd takes a message and books a callback.
Workd says so whenever it is asked. Most callers just want their answer fast, and they get it.
The call transfers right away, as a warm transfer with the full context. If nobody is free, Workd takes a message and books a callback.
No. Workd takes routine look-ups off their plate and covers busy moments. Your people keep the customers and the judgment calls.
Workd reads your ERP and CRM live, the same data your team sees. If something isn't there, it says so and connects the caller with someone who can help.
Yes. Workd speaks about 80 languages, handles regional accents and background noise, and asks again when it did not catch something, the way a person would.
Yes. Payments are PCI compliant, and card numbers are never stored in call recordings or transcripts.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.
Salesforce
HubSpot
Microsoft Dynamics
Epicor Prophet 21
NetSuite
SAP
Sage
Acumatica
QuickBooks