Makes outbound calls to leads who didn't finish renting. Proactively reaches out to abandoned cart leads and guides them through completing the rental.
Like the Collections Agent, the Abandoned Cart Agent is part of an outbound sequence - Abandoned Carts. It proactively reaches out to leads who started but didn't complete the rental process.
Calls the lead and has a full sales conversation about their interest in renting.
Outbound CallSearches live inventory to share available unit sizes, pricing, and amenities.
Handles concerns like pricing, timing, wrong unit size, or still shopping around.
Offers alternative units at the same facility or searches nearby locations with availability.
Sends a link to complete the rental online, or walks the lead through finishing on the call.
Leaves a voicemail if no one answers. SMS and email follow-ups run alongside the call.
Abandoned cart outreach is triggered automatically based on how many days since the lead was created.
Uses the location's outbound phone number to place the call at the scheduled time.
Determines who picked up the phone and routes accordingly:
After the call, swivl saves the call record and updates the FMS with notes (if enabled).
The Abandoned Cart Agent is essentially a Sales Agent for leads who already showed interest. It follows a structured conversation flow:
The system delivers the voicemail message configured for that specific day. The message is read aloud using text-to-speech and follows these rules:
Configure the Abandoned Cart Agent in Sequences > Abandoned Carts in swivlStudio.
| Setting | What It Controls |
|---|---|
| Send Email Receipts | Send receipt emails to the store for each lead that's contacted |
| Add FMS Notes | Write notes back to the FMS when a sequence runs (SiteLink, StorEdge, SSMCloud, QuikStor only) |
| Use Shortlinks | Shorten URLs (https://my.spot.is) in SMS messages |
Each day in the sequence is independently configurable:
The FMS sync removes leads who have already converted to tenants. If this is happening, please reach out to support@tryswivl.com so we can investigate.
Each day has its own time setting. Check the time configured for the specific day in Abandoned Carts. Times are in the location's local timezone.
The voicemail message is delivered via text-to-speech. Make sure the Voice Message text reads naturally when spoken aloud. Write it the way you'd actually say it on the phone.