Makes outbound calls to leads who didn't finish renting. Proactively reaches out to abandoned cart leads and guides them through completing the rental.

What It Does

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.

📞

Sales Conversation

Calls the lead and has a full sales conversation about their interest in renting.

Outbound Call
🔍

Realtime Inventory

Searches live inventory to share available unit sizes, pricing, and amenities.

💬

Objection Handling

Handles concerns like pricing, timing, wrong unit size, or still shopping around.

📍

Nearby Alternatives

Offers alternative units at the same facility or searches nearby locations with availability.

🔗

Rental Link & Walkthrough

Sends a link to complete the rental online, or walks the lead through finishing on the call.

📬

Voicemail & Follow-up

Leaves a voicemail if no one answers. SMS and email follow-ups run alongside the call.

The Outbound Call Flow

Abandoned cart outreach is triggered automatically based on how many days since the lead was created.

1

swivl Dials the Lead

Uses the location's outbound phone number to place the call at the scheduled time.

2

Answering Machine Detection (AMD)

Determines who picked up the phone and routes accordingly:

  • Human answered - The agent starts a live conversation about their interest
  • Machine/voicemail - The system delivers the voicemail message configured for that day
3

Call Record

After the call, swivl saves the call record and updates the FMS with notes (if enabled).

🧑 If a Human Answers

The Abandoned Cart Agent is essentially a Sales Agent for leads who already showed interest. It follows a structured conversation flow:

  1. Verify & open - Introduces itself on behalf of the facility and confirms they're speaking with the right person
  2. Inform - References the specific unit they were looking at (size, features, etc.) and explains why they're calling
  3. Understand - Asks why they paused the rental process and listens for concerns
  4. Resolve - Works to help the lead move forward:
  • Primary path - Sends a rental link via text or email and walks them through completing the rental on the call
  • If they have objections - Addresses concerns about pricing, timing, or logistics with details about the unit and facility
  • If they want a different unit - Searches inventory to offer alternatives at the same facility, or suggests nearby locations
  • If they're not ready - Offers to schedule a follow-up and emails the store and DM
  • If they're not interested - Thanks them for their time and ends the call gracefully
  1. Confirm & close - Recaps what was decided, confirms next steps, and wraps up

📬 If a Machine Picks Up

The system delivers the voicemail message configured for that specific day. The message is read aloud using text-to-speech and follows these rules:

  • Always mentions the facility name ("calling from [Location Name]")
  • Keeps it short (2 sentences max)
  • Spells out numbers and prices clearly for phone delivery

Configuration

Configure the Abandoned Cart Agent in Sequences > Abandoned Carts in swivlStudio.

Global Settings

SettingWhat 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

Per-Day Settings

Each day in the sequence is independently configurable:

Enabled - Enabled, Disabled, or Simulated (test without actually sending)
Time - What time of day in the location's timezone to trigger the sequence
Voice toggle - Enable/disable the outbound call (only shows when voice is enabled)
Voice Message - The voicemail message to leave if a machine picks up
SMS toggle - Enable/disable text messages
SMS Message(s) - Up to 2 text messages per day
Email toggle - Enable/disable email

Common Issues

⚠️ Leads aren't getting called

  1. Check that the day is enabled in Abandoned Carts
  2. Verify the Voice toggle is on for that day
  3. Make sure the FMS is enabled and syncing leads correctly
  4. Check that the lead has a valid phone number

⚠️ The sequence is calling leads who already rented

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.

⚠️ Calls are going out at the wrong time

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 sounds robotic or weird

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.