10+
Businesses use this Template
This template is perfect for eCommerce businesses aiming to automate and enhance customer interactions over the phone. With Phonely’s AI, you can instantly provide detailed product information, answer customer questions accurately, and seamlessly direct callers to your online store via SMS. Ideal for businesses seeking to boost sales, minimize customer wait times, and significantly reduce labor costs, all while delivering exceptional and consistent customer experiences.
Phonely's eCommerce integration gives businesses the ability to provide product information effortlessly, answering caller questions promptly and accurately any time, day or night. With the help of Phonely's AI, callers can quickly get product details over the phone, have their questions expertly answered, and seamlessly receive a direct link to your eCommerce store via SMS. This means potential customers won't miss a beat between being informed and making a purchase.
Using Phonely AI, you can reduce the resources typically needed for product support calls, minimizing labor costs while increasing sales opportunities. Phonely handles high volumes of calls with virtually zero wait time, ensuring each caller feels valued and promptly assisted. Better yet, the platform offers up to 200 free minutes per month and includes a dedicated phone number, so you can implement this advanced AI solution without any initial investment.
Continue reading to discover exactly how Phonely’s eCommerce product information template works and how you can easily customize it for the unique needs of your online business.
Greet Caller Professionally – Phonely’s AI immediately answers calls with a professional, human-like greeting, providing a positive and welcoming customer experience. The AI identifies the caller, quickly assists with product inquiries, and skillfully provides relevant product information.
Determine Product Interest – The AI concierge engages the caller by briefly introducing the range of products or categories you offer and promptly asks for clarification on specific product interests or categories they're curious about.
Provide Insights & Answer Questions – Leveraging your comprehensive product information database, the AI delivers detailed, accurate responses, addressing any specific details or clarifications your customers might have regarding your products.
Offer Direct Store Link via SMS – If a caller wants further information or prefers browsing independently, the AI politely asks if they'd like to receive a direct link to your eCommerce store via SMS. Once confirmed, the link is sent instantly.
Confirm Customer Satisfaction – The AI finishes off by confirming that the customer's questions have been addressed and ensures they've had a helpful experience with your business.
Polite Call Closure – Lastly, the AI wraps up the call professionally, leaving a lasting positive impression about your brand.
Records, Transcribes, and Summarizes Conversation – Phonely automatically stores a detailed recording of each call and provides a concise AI-generated summary and actionable insights related to customer sentiment, essential topics discussed, product-specific interests, and important follow-up actions. Businesses can review interactions in Phonely’s dedicated dashboard anytime.
Customer Notifications – The customer receives an immediate text message linking directly to your online store, making it effortless to review, learn more, and buy your products right from their mobile device.
Internal Notifications & Follow-up – Phonely sends a detailed email notification to internal sales or customer support teams with the entire interaction transcript, key discussion points, sentiment analysis, specific product interests, unanswered customer questions, and recommended follow-up actions, ensuring no sales opportunities go unnoticed.
Every business has unique needs, and Phonely is built to adapt. The goal is to fully automate your phone receptionist system, ensuring that AI can handle calls just as effectively as your team would if not better.
By integrating directly with scheduling tools, knowledge bases, CRMs, and messaging systems, Phonely can answer customer questions, book appointments, send follow-ups, and even transfer calls to the right person without missing a step. Whether your business needs AI to handle complex inquiries, process transactions, or manage high call volumes, customization ensures that every conversation is efficient, natural, and tailored to your business. Keep reading to learn how to customize Phonely.
STEP 1
Create an account and customize your business
Setting up Phonely takes just a few minutes. After signing up, you’ll be guided through a simple onboarding process where you choose a voice for your AI agent and receive a dedicated phone number for your business. Once you have your Phonely number, you can easily forward your existing business number to it, allowing AI to start handling calls immediately.
During setup, you’ll go through a few key steps to customize your AI, including selecting call handling preferences and linking any essential tools. Once configured, your AI agent is ready to take calls, answer customer inquiries, and follow your business workflows no technical expertise required.
STEP 2
Connect your business knowledge
Phonely ensures your AI agent has all the information it needs to handle calls just like a human receptionist. You can import your entire website, allowing the AI to pull details about your services, pricing, and FAQs instantly. If you have a knowledge base or internal documentation, Phonely can integrate with that too, giving your AI access to specific policies, processes, and answers tailored to your business.
STEP 3
Add call floes to your agent
Phonely gives you complete control over how your AI agent handles calls by allowing you to build custom call flows. A call flow is a series of AI prompt blocks, question blocks, and real-time or post-call integrations that guide your AI through different interactions. Whether you need the AI to gather customer information, ask follow-up questions, transfer calls, or trigger an action like sending an email or updating a CRM, you can design the perfect workflow.
You can create call flows from scratch, import them from a template, or even have AI generate them for you using a recording or an existing call script. This flexibility ensures your AI agent adapts to your business needs while providing a structured and efficient experience for every caller.
STEP 4
View and analyze your AI Calls
Phonely provides powerful insights into every call, allowing you to track performance, refine call flows, and optimize customer interactions. You can access AI-generated summaries, full call recordings, and transcripts to quickly review conversations. Advanced analytics let you dive deeper into call sentiment, outcomes, and key topics, giving you a clear picture of how your AI agent is handling inquiries.
Beyond reviewing past calls, Phonely helps you improve performance over time. You can see where callers are hanging up or getting stuck, test different approaches with A/B testing, and fine-tune your call flows based on real data. With these insights, you can continuously enhance your AI agent’s effectiveness and ensure every call delivers the best experience possible.
If your business handles over 2,000 calls per month, you may qualify for Phonely’s Enterprise Plan, which includes advanced features designed for high-volume operations. Additionally, if you need priority support, white-glove monitoring, AI buildout and integrations, custom features, or additional data controls, our enterprise solutions provide the flexibility and security you require.
Some key enterprise features include:
Dedicated Infrastructure & Provisioned Capacity – Scale effortlessly with high availability and 99.999% uptime.
Advanced Security & Compliance – SOC2 Type II, HIPAA, and PCI DSS compliance for full data protection.
Custom AI Development – Work directly with our team to build AI agents tailored to your business workflows.
Priority Support & White-Glove Service – Get hands-on assistance with onboarding, monitoring, and ongoing optimizations.
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