Demo Guide: The Agentic SDR (Returned Missed Call)
1. Demo Overview
The Scenario: You (the prospect) are returning a missed call from an unknown number. The AI Agent (representing Oracle NetSuite) answers the phone, recognizes who you are based on the CRM data, and attempts to qualify you or book a meeting.
Objective: To demonstrate the AI’s natural latency, its ability to handle "context-aware" conversations, and its persistence in driving the sales process.
2. Preparation
Link: ERP Demo Link
Hardware: Use a headset if possible to avoid echo. Ensure your browser has microphone permissions enabled.
Persona: Imagine you are a CFO or Operations Manager at a mid-sized company who is currently frustrated with manual spreadsheets and looking for a better ERP solution.
3. Step-by-Step Execution
Phase 1: Initiation
- Open the link.
- Review the "Call Details" (Confirm it says Oracle NetSuite).
- Click the "Start Call" or "Join Meeting" button.
- The "Hook": When the Agent answers, stay silent for a second or start with:
- "Hi, I'm returning a missed call from this number?"
Phase 2: The Conversation (The "Meat")
To show off the agent's capabilities, use these talking points during the demo:
- Test Contextual Knowledge: Ask, "Who is this again? Why were you calling me?" (The AI should identify itself as an SDR for NetSuite and mention they were reaching out regarding business scaling).
- Throw a Curveball: Mention a specific pain point. "We're actually using QuickBooks right now and it’s a mess. Can you guys even handle inventory management?"
- Test Interruption: While the AI is explaining a feature, interrupt it with a question like, "Wait, does this integrate with Salesforce?" (Observe how the AI pauses and pivots immediately).
Phase 3: The Close
- Request a Meeting: Once the AI has provided value, say, "This sounds interesting, but I have to run to another meeting. What are the next steps?"
- Scheduling: The AI should attempt to book a follow-up. Let it walk you through the scheduling process.
- End Call: Say goodbye and hang up.
4. Key "Magic Moments" to Highlight
If you are running this demo for a client, point these out:
- Zero Latency: Note how the AI responds in near-human time.
- Brand Voice: Notice how the AI maintains the professional, helpful tone of an Oracle NetSuite representative.
- No "Press 1" Menus: Emphasize that this is a conversational interface, not an IVR (Interactive Voice Response).
5. Troubleshooting & Tips
- Background Noise: If the AI is "hallucinating" or talking over you, ensure you are in a quiet room.
- The "Wait" State: If the AI pauses, give it a second. It is processing the intent of your last sentence.
- Resetting: If you want to show a different outcome (e.g., a "rejection" scenario), simply refresh the page and start a new session.