Handles inbound calls from new prospects looking to rent a storage unit. Acts as an always-on SDR for every facility.
When someone calls about availability, pricing, unit sizes, or moving in, swivl routes them to the Sales Agent.
Searches live inventory and shares available unit sizes, pricing, and amenities on the spot.
Describes features, amenities, hours, directions, and access info.
Recommends the right unit based on the caller's needs, with upsell and cross-sell options.
Shares discounts and admin fee details to help close the deal.
Walks callers through the reservation process and texts or emails a link to complete online.
Seamlessly hands off to a live sales rep when the caller asks to speak with a person.
The Sales Agent follows a structured flow to guide every prospect from first question to reservation.
Assesses what the caller needs: storage type, size, timing, and any special requirements.
Addresses concerns about pricing, availability, or logistics to keep the conversation moving.
Suggests the best unit based on their needs, including upsell options like climate control, drive-up access, moving services, and packing supplies. If the unit they want isn't available at this location, the agent suggests a nearby facility with availability.
Texts or emails the caller a link to complete their reservation or rental online.
If a location has VBP enabled, the agent uses a pricing-aware conversation flow. Units of the same size may have different prices based on amenities, floor level, or demand. The agent accounts for this when presenting options.
When someone calls in, swivl figures out whether they're a prospect or an existing customer.
This agent comes out of the box when swivl starts handling your inbound call traffic.
When a caller asks to speak with a person, the agent tries to connect them. Configure where those calls go in Voice Settings.
| Setting | What It Controls |
|---|---|
| Direct Line to Sales Team | Where escalated sales calls go: "swivl Conversations" (handled in swivl) or "External Phone Number" (forwarded to your team) |
| Sales Escalation Phone Number | The direct number to forward to. This should ring your staff directly, not your customer-facing number (that creates a loop). |
| Sales Extension | Optional extension to dial after connecting |
The Sales Agent pulls its knowledge from your FMS and the content you've configured in swivlStudio. If the agent is saying something wrong, update one of these areas: