• Planorama AI Agents are always on: 24/7 availability with no holidays, sick days, or notice periods. They don’t need incentives to cover night or weekend shifts, they just work.

• Lightning-fast responses: Planorama Agents engage with leads instantly across all channels, giving your prospects immediate, professional replies that boost trust in your brand from the first touchpoint.

• Reliable and consistent: Our Agents never have an off day. They maintain the exact tone of voice and messaging you’ve approved, every time.

• Effortless scalability: Whether it’s a seasonal spike or a quiet quarter, Planorama Agents scale with your lead volume. No need to hire, train or let go of staff.

• Cost-effective by design: Planorama Agents are more affordable than comparable human roles. No commissions, benefits, or paid leave. Just consistent performance, so you can reinvest in your human team where it really matters.

Planorama AI Agents are designed to mimic sales development staff in small to medium size organisations. They handle inbound leads, qualify them and answer questions. From this, they can either politely end the conversation or seamlessly hand the lead over to a human Sales Executive. 

The short answer is if you want to convert more leads without spending more time than necessary, we’ll probably be a good fit. 

Right now we’re expanding at a phenomenal rate but here are some of the more common factors our existing happy customers have in common:

1. Typically have 10-100 staff.

2. Have an existing lead generation process‍.

3. Many have CRM systems but might be struggling to get the best use from them‍

4. They’re all finding it a challenge to handle inbound leads in a timely and profitable way. 

1. A potential customer reaches out to your business, whether through email, a web form, SMS, WhatsApp, Facebook Messenger, or your website chat.

2. The Agent instantly analyses the message and responds within seconds. It uses its training to qualify the lead while answering any questions they may have.

3. Based on the outcome, the Agent will either hand the lead over to your Sales Development Team, schedule an appointment or politely end the conversation.

On top of the sophisticated training we provide our Agents, we layer in as much information about your business as possible. This includes learning everything about your product inventory, services, and anything you'd typically use to train a new team member — we use it to train your new Agent.

We also analyse your website by crawling it, much like a search engine would. This allows us to extract relevant information to train your Agent and identify areas where we may need further clarification. From there, we compile a set of FAQs to ensure every common question is covered. By the time your Agent is ready to go live, it will know your business inside and out — possibly even better than you do!

Getting your Planorama Agent fully operational typically takes around two to three weeks. The majority of this time is dedicated to learning the ins and outs of your business, so the Agent can perform at the highest level.

We handle all necessary technical setup FOR FREE — including integration with your CRM — and ensure all permissions are in place so your Agent can communicate seamlessly via your email domain, WhatsApp Business, Messenger, and more.

While we work on the technical infrastructure, we also begin the training process. Through simulated conversations and real-time feedback, we fine-tune your Agent’s knowledge base and tone of voice, ensuring it communicates just like a member of your own team. 

Once we’re ready to go live, you’ll receive the first 20 calls for free so you can experience the effectiveness of our software for yourself.

Once the Agent has been trained on your data, it's time to put it to the test. We encourage all our clients to challenge it, break it, confuse it, or catch it off guard (so far, no one has succeeded). Nothing goes live until you're 100% confident that it can handle your leads effectively.

When trying something new, it's important to clearly analyse the value you're getting. That’s why we tailor KPIs to what matters most to you — you decide which metrics you want to track.

Here’s what we typically offer:

- Client Portal Access: View full conversation histories with accurate timestamps.

- Conversation Insights: Dive deeper into sentiment analysis, recurring themes, common questions, and objections — all within the portal. Ongoing -- Improvement Tracking: Every suggested update or correction is logged, giving you clear insight into optimizations over time.