Volie 15: Pulse Tips & Tricks

In this session of the Volie 15, Peter shares best practices for using Pulse to quickly identify and recover missed customer opportunities—such as service calls that could lead to lost business if not followed up properly. Drawing from his experience in retail and automotive, Peter demonstrates how to filter and review inbound calls to uncover cases where customers are turned away unnecessarily, especially for critical services like oil changes and check engine diagnostics.

He also introduces Volie’s highly requested new feature: the ability for agents to manually enter, reschedule, or cancel appointments that originate outside the Volie platform (like desk phone calls or third-party CRM communications), ensuring accurate performance tracking and payroll credit. The walkthrough concludes with a brief Q&A and a couple of lighthearted dad jokes to wrap things up.