ops leads phone agent for saving canceled Dynamics support retainers
Voice agent is integrated, handles canceled retainer save calls autonomously and logs outcomes in the connected system.
7BE independently verifies the result against the contract below. Payment is released only if it is met.
Verification
Primary metric
Canceled retainer save rate
+20%
Secondary metric
Callback booking rate
≥ 25%
Guardrails
No discounts beyond approved policy.
Baseline
Established by 7BE at kickoff — no current metrics required from the client.
Payment
In escrow
Full budget secured upfront
40% released
Agent deployed & working
60% released
Metrics verified by 7BE
One free re-test if a metric misses. Any unmet portion is refunded or independently re-scored should either party dispute the result.
Deliverables
Retention voice agent for canceled retainer calls
Call script and objection-handling flow
CRM outcome logging for save, lost and callback states
Escalation and human handoff workflow
Technical approach
LLM voice stack with telephony integrationDynamics CRM integrationPrompt flows and analytics tracking