Passisto
Passisto Clients

Hear Every Client, Keep Every Promise

An AI voice agent regularly gathers your clients' feedback on your behalf. Every conversation becomes a clear report for the Account Manager: satisfaction, churn risk, pain points, needs and commitments, picked up again at the next follow-up.

5–15 min
per voice conversation
< 2 min
to get the report
0
promises made by the AI
Client Record — 3 Follow-ups
v1.0
AL
Atlas Logistique
Contact: CFO · Client since 2024
Churn risk: low
Trend · Jan → Sep
Satisfaction82%
Service quality78%
Responsiveness80%
2 commitments kept
Checked with the client
1 open pain point
Picked up at next follow-up
Voice conversation live
Claire · CFO · 06:42
Every promise checked
The agent asks if it was done

5 follow-up types

Post-deliveryPeriodic check-inBefore renewalAfter an incidentCustom

THE CONVERSATION

From conversation to report, in under 2 minutes

The agent runs the conversation on behalf of your company, comes back to what was promised and never commits in your place. The Account Manager then gets a report ready to validate.

Periodic check-in · Atlas Logistics
Live
Passisto agent
Last time we spoke, Sarah committed to setting up a weekly check-in with your logistics team. Is that in place?
CL
Claire, CFO
Yes, and it really helped. Invoicing is still hard to follow, though.
Passisto agent
Could you give me a recent example?
CL
Claire, CFO
Last month, three invoices had no purchase order number. Could you make a gesture?
Passisto agent
I understand. I'm noting this and passing it on to Sarah, your Account Manager, who will get back to you.
No promise made: request passed to the Account Manager
Follow-up report
Ready in 1 min 40
Satisfaction
8/10
Up since last follow-up
Churn risk
Low
Commitment kept, relationship feels smoother
Suggested by AI · to validate
Commitment kept
Weekly check-in with logistics
Approved
Pain point
Invoices without PO number
Approve
Request
Commercial gesture requested
Approve
Quote
“It really helped.”

AI AGENT

Everything you need to follow the relationship, not just a score

One AI agent runs the conversation, writes the report and updates the client record. Your Account Manager validates and acts.

Voice conversations in your name

Clients talk with an AI agent that introduces itself on behalf of your company, asks one question at a time and follows up on vague answers to get the "why".

Report ready in 2 minutes

Summary, satisfaction, churn risk with reasoning, positives, pain points, needs, sales signals and client quotes. Full transcript and PDF export.

Account Manager validation

The AI suggests, the Account Manager decides: every pain point, need or commitment is approved, edited or rejected before it enters the client record.

Commitments checked next time

Approved commitments and open pain points are carried forward: the agent asks the client whether what was promised has been done.

Portfolio and campaigns

Import clients and contacts by CSV, then launch a follow-up from a client record or a campaign covering many clients at once.

Consent and transparency

Clients know they are talking to an AI and that the conversation is recorded. They accept or decline, and can unsubscribe at any time.

< 2 min
to get the report after the conversation
4
languages: English, French, Spanish, Italian
0
promises made by the agent on your behalf
One Record, Full History

Every Follow-up Picks Up Where the Last One Left Off

Validated pain points, needs and commitments stay attached to the client. The agent comes back to them at the next follow-up instead of starting from scratch.

Client Record — Follow-up History
Jan · Post-delivery
Apr · Periodic
Sep · Renewal
Jan · Post-delivery

Pain point raised: delivery delays

Commitment approved by the AM: weekly check-in with the logistics team.

Apr · Periodic

Commitment kept, pain point resolved

The client confirms the weekly check-in happens and delays have improved.

Sep · Renewal

Satisfaction up, new need

Interest in an additional service: sales signal sent to the AM ahead of renewal.

Why It Matters

  • Client feedback no longer sits in emails or personal notes: everything lives in one shared record

  • Satisfaction is comparable follow-up after follow-up, not just at one moment

  • Early churn signals are spotted before it's too late

  • Every commitment made is checked with the client at the next follow-up

Built For

Account Managers
Customer Success Teams
Sales & Executive Leadership

Tracked Per Client

SatisfactionChurn riskPain pointsNeedsCommitments

One client, several contacts, a single record for the whole history.

HOW IT WORKS

From setup to action, in four steps

Once your services and templates are in place, launching a follow-up takes less than two minutes.

The email your client receives

From: NordTrans Services
Your feedback matters: 10 minutes with our assistant
Sarah Benali, your Account Manager
Service: Transport & logistics
Estimated time: 10 min
Conversation led by an AI assistant and recorded
Share my feedbackUnsubscribe
Personal, secure, time-limited link
01

Set up and import

Declare your services, generate interview templates with AI and import your client portfolio.

  • Templates generated from your goals, topics, duration and tone
  • CSV import of clients and contacts, invalid rows flagged
  • Each Account Manager only sees their own clients
02

Launch a follow-up

Pick the client, contact, service and follow-up type. The contact gets an email in your name with a personal, secure link.

  • Post-delivery, periodic, pre-renewal, post-incident
  • One client or a campaign of many
  • Status tracking and one-click reminders
03

The client shares feedback

They open the link, give consent, answer a few quick questions, then talk with the agent out loud, right in their browser.

  • Nothing to install, on desktop or mobile
  • Resumes where it stopped if the connection drops
  • The agent promises nothing and passes requests to the Account Manager
04

The report updates the client record

The Account Manager gets an email, reads the report, validates the suggested items and finds everything in the client record and action list.

  • Satisfaction, churn risk, pain points, needs, commitments
  • Only validated items become active
  • Everything is picked up at the next follow-up

THE IMPACT

Client relationships followed over time

Every conversation adds to the client's history. Your teams know what was said, promised and delivered.

< 2 min

to get the report after the conversation

The Account Manager is notified by email and can react while the topic is still fresh.

AI suggests, your team decides
Nothing goes live without human approval

FAQ

Your questions about Passisto Clients

An AI voice agent that regularly gathers your clients' feedback on your behalf, in a 5 to 15 minute conversation. Each conversation produces a report for the Account Manager and updates a shared client record.

New in Passisto Enterprise

Don't wait for a client to leave before you listen

Launch your first follow-up wave and spot at-risk clients before it's too late.

Conversation minutes count against your AI interview hours quota

Passisto Clients — AI Client Follow-up