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Proactive check-ins

AI Voice Agent for Customer Success Teams — Proactive Check-Ins & Renewal Calls

Let Spoki Voice call accounts proactively to check in, surface risk early, and prep renewal conversations — so your CSMs spend time where it counts.

Spoki Voice for Customer Success

The Challenge

Customer success teams are usually stretched too thin to proactively call every account on a healthy cadence, so check-ins slip until a renewal is at risk or a churn signal is already impossible to ignore. By the time a CSM notices, it's often too late to fix the relationship.

How It Works

Spoki Voice calls the account
Scheduled check-in calls go out automatically based on your renewal calendar or health-score triggers.
Asks the right questions
Spoki Voice checks in on usage, satisfaction, and upcoming needs in a natural conversation.
Logs signals automatically
Sentiment, blockers, and expansion opportunities are captured and synced to your CRM.
At-risk accounts flagged instantly
Any sign of dissatisfaction or churn risk is routed to the account's CSM right away.

Example

Spoki Voice

Proactive check-ins

Hi, this is Spoki calling on behalf of [Company] — just checking in on how things are going with the platform. Do you have two minutes?
Sure — honestly, the reporting feature has been a bit slow lately.
Thanks for flagging that — I'll pass it straight to your account manager along with the details. Anything else working well or not so well?
Everything else has been great, actually.

Business Impact

3x
More accounts checked in on per month
Early
Churn signals surfaced before renewal
100%
Check-ins logged automatically in CRM
-25%
CSM time spent on routine check-ins

Customization Options

Adapt Spoki Voice to your customer success motion:

  • Check-in cadence and renewal calendar triggers
  • Health-score and usage data integration
  • Sentiment and risk escalation rules
  • Call scripts by account tier or segment
  • Multi-language support
  • Sync with your CRM and customer success platform

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Frequently Asked Questions

What is Spoki?

Spoki is a comprehensive WhatsApp Business API platform that enables businesses to transform WhatsApp into a powerful channel for marketing, sales, and customer support.

With Spoki, you can:

• Automate communications: Send automated messages, create chatbots, and set up intelligent workflows

• Manage customer support: Multi-operator team management with ticketing system and conversation routing

• Increase sales: Recover abandoned carts, send payment requests, and manage your product catalog directly on WhatsApp

• Marketing campaigns: Send bulk messages to thousands of contacts with personalized templates

• AI-powered features: Leverage artificial intelligence to automate responses and qualify leads 24/7

• Integrate with your tools: Connect with over 4,000 platforms including CRM, e-commerce, and marketing tools

Spoki is an official Meta Tech Partner, guaranteeing reliability, security, and access to all official WhatsApp Business API features.

How does the WhatsApp Business API work?

The WhatsApp Business App and the WhatsApp Business API (used by Spoki) are two completely different solutions designed for different business needs:

WhatsApp Business App: • Designed for small businesses and sole proprietors • Manual message management • Limited to 5 devices simultaneously • Maximum 256 contacts per broadcast • No automation capabilities • Free but with significant limitations • No CRM or integration support

WhatsApp Business API (Spoki): • Designed for medium to large businesses • Unlimited operators: Your entire team can manage conversations simultaneously • Unlimited broadcasts: Send messages to thousands of contacts • Advanced automation: Chatbots, automatic responses, intelligent workflows • CRM integration: Connect with your existing tools (HubSpot, Salesforce, etc.) • Analytics & reporting: Detailed statistics on your communications • No ban risk: Official API approved by Meta for bulk messaging • Cloud-based: No need to keep a phone connected • Multi-channel: Integrate WhatsApp with SMS, Voice, and other channels

How much does a Spoki subscription cost?

Spoki offers three pricing tiers: a Free plan at €0/month for basic WhatsApp support and live chat, a Service plan starting at €19/month with AI-powered customer support and unlimited automations, and a Marketing plan starting at €49/month with bulk campaigns and advanced analytics. All plans include unlimited operators at no extra cost. WhatsApp conversation fees are charged separately by Meta based on usage volume.

Is there a free trial?

Yes, Spoki offers a permanent Free plan at €0/month that includes live chat with unlimited operators, basic automations, and a ticketing system. This allows businesses to test core WhatsApp Business API features before upgrading. Paid plans start at €19/month for the Service tier and €49/month for the Marketing tier, with no long-term contracts required.

Can I integrate Spoki with other tools?

Spoki integrates with thousands of platforms through native integrations, Zapier, Make (Integromat), and Webhooks.

Native Integrations:

• E-commerce: Shopify, WooCommerce, PrestaShop, Magento

• CRM: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign

• Marketing: Mailchimp, Google Sheets

• Payment: Stripe, PayPal

• Support: Zendesk

Via Zapier/Make:

Connect to 4,000+ platforms including: • Google Workspace (Sheets, Calendar, Drive) • Microsoft Office 365 • Slack, Trello, Asana • WordPress, Webflow • Custom apps via API

Webhooks & API:

Full REST API for developers to build custom integrations.

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