Lesson 2: Key Use Cases

Key Use Cases

Retell agents handle a variety of phone-based workflows:

Appointment Setting

  • Schedule, reschedule, and cancel appointments
  • Integrate with calendar systems (Cal.com, Google Calendar)
  • Confirm details and send reminders

Lead Qualification

  • Inbound: qualify website/ad leads via phone screening
  • Outbound: reach out to leads with personalized pitches
  • Score and route qualified leads to sales reps

Customer Service

  • Answer FAQs from a knowledge base
  • Handle account inquiries, order status, returns
  • Escalate complex issues to human agents

Debt Collection

  • Automated payment reminders
  • Payment arrangement negotiations
  • Compliance-aware scripting (FDCPA)

Surveys & Feedback

  • Post-service satisfaction surveys
  • NPS collection
  • Market research interviews