Gizmo DocsOutcomes
Define clear outcomes for your AI Agents.
Outcome types
Gizmo Agents currently supports two outcome types:
- Voice Transfer: The agent's goal is to get the borrower on a phone call and transfer them to a loan officer.
- Link: The agent's goal is to get the borrower to visit a specific URL.
Each campaign can have two outcomes: Primary and Secondary. The agent will try to achieve the primary outcome first, and if it fails, it will try to achieve the secondary outcome.
Voice Transfer
These agents are trained on mortgage-specific sales scripts. They are able to:
- Overcome objections (e.g. "What is your rate?")
- Schedule future calls
- Answer common questions (e.g. "Do your work with low credit scores?")
Here is an example of a common, well-supported use case:
A new lead is created in Gizmo, either via Gizmo CRM or by posting to the Ingest API.
The agent reaches out to the borrower with your pre-configured initial message, substituting your template tags with the borrower's information.
The borrower objects and asks for the interest rate.
The agent overcomes the objection and asks for a quick phone call.
The borrower agrees to talk now.
The agent calls the borrower and after a brief introduction, transfers them to a loan officer.
Tip: Many customers will set up a Secondary Outcome for the agent to send an "Apply online" link to their Point of Sale solution in case the borrower is not willing to talk.
Link
These agents are trained to encourage the borrower to visit a specific URL. They are able to:
- Send a link to the borrower
- Track whether or not the link was clicked
- Thank the borrower once the link is clicked and stop contacting them further
Here is an example of a common, well-supported use case:
A new lead is created in Gizmo, either via Gizmo CRM or by posting to the Ingest API.
The agent introduces itself and asks the borrower to visit a link to leave a Google review.
The borrower doesn't reply for a few hours and the link is not clicked.
The borrower visits the link and leaves a Google review.
The agent thanks the borrower for their review and stops contacting them further.