Warm Transfers That Feel Human — Context packets, sentiment triggers, and SLAs

Warm Transfers That Feel Human — Context packets, sentiment triggers, and SLAs

Warm Transfers That Feel Human — Context packets, sentiment triggers, and SLAsEvert Vorster
Published on: 23/11/2025

Design warm transfers that feel human: capture the last 5–10 turns, detect urgency/sentiment, and route to the right person with clear SLAs. InOne CRM logs the transfer event, context, and outcome so ops and finance get the full story.

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Task Bots > FAQ Bots — Flows that do work (quotes, bookings, payments)

Task Bots > FAQ Bots — Flows that do work (quotes, bookings, payments)

Task Bots > FAQ Bots — Flows that do work (quotes, bookings, payments)

Evert Vorster
Published on: 22/11/2025

Most chatbots answer questions; the useful ones do tasks. This guide shows how to turn WhatsApp into a results engine—collect the minimum, confirm the goal, and complete a booking, quote, or payment in-thread—fully logged in your CRM.

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Speed-to-Lead Benchmarks — How minutes vs hours change deal rates (with targets)

Speed-to-Lead Benchmarks — How minutes vs hours change deal rates (with targets)

Speed-to-Lead Benchmarks — How minutes vs hours change deal rates (with targets)Evert Vorster
Published on: 20/11/2025

Most deals are won by the team that replies first. This guide gives you practical speed-to-lead targets, a simple escalation ladder (AI caller → human), and the InOne CRM fields to track so you lift connect rate, booking rate, and revenue per conversation—without adding headcount.

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POPIA-by-Design Messaging

POPIA-by-Design Messaging

POPIA-by-Design MessagingEvert Vorster
Published on: 18/11/2025

: A practical, non-DIY guide to building WhatsApp and voice journeys that respect POPIA from the first “hello.” Learn exactly which data to collect (and why), which fields to avoid, and how to log proof of consent and opt-outs inside InOne CRM—with ready-to-ship copy you can paste into templates today.

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RAG, Citations & Confidence Bars: Safer Chatbots That Show Their Sources

RAG, Citations & Confidence Bars: Safer Chatbots That Show Their Sources

RAG, Citations & Confidence Bars: Safer Chatbots That Show Their SourcesEvert Vorster
Published on: 18/11/2025

Build chatbots your legal team (and customers) trust. This guide shows how to combine Retrieval-Augmented Generation (RAG), inline citations, and visible confidence bars—with fallbacks and audit trails wired into InOne CRM.

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Fail-Safes & Audit Trails

Fail-Safes & Audit Trails

Fail-Safes & Audit TrailsEvert Vorster
Published on: 12/11/2025

Keep your automation helpful and audit-ready. This guide shows how to design fail-safes (fallback intents, confidence thresholds, human hand-offs) and build complete audit trails—template IDs, consent events, and outcomes—centralised in InOne CRM.

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