Use Case Library
Real-world examples your affiliates can use to tell compelling stories — quickly.
🔥 Top 10 Use Cases (Cheat Sheet Style)
🦷 Use Case – Dental Clinics Reducing Poor Service Levels & Call Overload
Section | Example |
🏢 Who | Multi-site dental practices or Dental schools who handle patient appointment setting requests in a centralized, or decentralized model |
❗ Problem | Patients calling for simple tasks (confirm, reschedule, directions), overloading live agents who handle lobby patient walk ups. |
✅ Solution | Layer AI self-service (like voice bots or SMS automation) on top of the existing phone system |
📈 Outcome | Less call traffic, reduced no-shows, faster resolution for patients with actual questions. Can also generate more appointment volume. |
🔗 Use this if… | Prospect complains about phones ringing nonstop or staff getting pulled away from patient care |
🏥 Use Case – Optimizing Outbound Campaigns with AI
Section | Example |
🏢 Who | Any organization running high-volume outbound calls (PBM, insurance, specialty healthcare) |
❗ Problem | Low contact rates, regulatory compliance worries, manual dialing inefficiencies |
✅ Solution | Implement AI dialer with smart routing and compliance guardrails (TCPA, state-level rules) |
📈 Outcome | More efficient agent use, better contact rates, and reduced risk exposure |
🔗 Use this if… | Prospect runs large outbound campaigns or is worried about outreach compliance |
🏦 Use Case – Secure Phone System Overhaul for Banks
Section | Example |
🏢 Who | Community or regional banks with legacy voice systems and limited IT bandwidth |
❗ Problem | Slow, outdated IVR experience, security gaps, and poor internal routing |
✅ Solution | Upgrade to CCaaS + UCaaS platform with AI call routing and encrypted communication layers |
📈 Outcome | Smoother customer experience, reduced fraud risk, stronger internal control |
🔗 Use this if… | Bank lead talks about aging systems, call complaints, or IT security needs |
🧩 Use Case – Infrastructure Modernization for Compliance
Section | Example |
🏢 Who | Mid-size orgs in healthcare, education, or finance with outdated infrastructure |
❗ Problem | On-prem systems causing call drops, low availability, or compliance headaches |
✅ Solution | Migrate to secure cloud-based systems, optimize bandwidth and connectivity |
📈 Outcome | More stable operations, higher uptime, easier compliance (HIPAA, SOC2, etc.) And reduced costs of LD/Telco network by 60%. |
🔗 Use this if… | Lead mentions "outdated tech," security audits, or expanding locations |
🦷 Use Case – Solving Front Desk Gaps in DSOs
Section | Example |
🏢 Who | Multi-location DSOs or dental orgs scaling without centralized front office support |
❗ Problem | Missed calls, scheduling delays, inconsistent patient experience |
✅ Solution | Deploy AI virtual receptionist + BPO live agent support to handle inbound flows |
📈 Outcome | More calls answered, fewer no-shows, scalable patient communication |
🔗 Use this if… | Lead complains about overwhelmed front desk or growth-related ops pain |
🧠 Use Case – Executive Teams Want Strategic Vendor Selection
Section | Example |
🏢 Who | Mid-market or enterprise orgs needing to choose between multiple tech vendors |
❗ Problem | Overwhelmed by options, lack internal bandwidth to properly vet solutions |
✅ Solution | TSarro & Associates acts as strategic filter — evaluates fit, negotiates terms, recommends best-fit partner |
📈 Outcome | Faster decisions, reduced risk, stronger vendor alignment with goals |
🔗 Use this if… | Prospect is evaluating CCaaS, BPO, or cloud tech but seems stuck |
🔐 Use Case – Cybersecurity Gaps in Voice & Cloud Systems
Section | Example |
🏢 Who | Healthcare, financial, or university IT leaders responsible for compliance and data protection |
❗ Problem | Insecure voice systems, phishing risks, unencrypted data |
✅ Solution | Introduce layered voice security, SOC2-compliant cloud infrastructure, and identity verification in call flows |
📈 Outcome | Lowered risk profile, better audit readiness, peace of mind for execs |
🔗 Use this if… | Lead brings up HIPAA, phishing incidents, or compliance deadlines |
🤖 Use Case – AI Agent Assist to Boost Live Agent Productivity
Section | Example |
🏢 Who | Contact centers with 50+ live agents handling complex service calls |
❗ Problem | Long handle times, inconsistent support quality, high agent attrition |
✅ Solution | Layer in AI Assist tools that surface next-best actions, summarize notes, and guide agent workflows in real-time |
📈 Outcome | Shorter calls, faster training, reduced QA burden, improved FCR, improved Agent Experience and ramp to rate from training |
🔗 Use this if… | Lead says "my agents are swamped" or “we’re hiring nonstop” |
🧪 Use Case – Pilot-Friendly Modernization Projects
Section | Example |
🏢 Who | Organizations skeptical of full migrations or burned by bad past rollouts |
❗ Problem | Leadership is risk-averse, wants low-lift experimentation |
✅ Solution | Recommend modular point solutions (e.g., AI bot for FAQs) with short implementation window |
📈 Outcome | Quick wins that build confidence for larger change |
🔗 Use this if… | Prospect seems hesitant or wants to "test before committing" |
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