Book and confirm the next step
Connect suitable conversations to calendar booking, then use the configured confirmation workflow to make the next action clear.
Operations
Keep bookings, confirmations and reminders connected.
Connect calendar booking, automatic confirmations and reminders to the sales conversation. Keep your team informed and your customer’s next action clear as work moves forward.
naya · OperationsIllustration
From booking to follow-through
- 01
Agree the next step
Calendar booking and handoff
- 02
Confirm and remind
Configured confirmations and reminders
- 03
Keep the team informed
Outcomes, records and reporting
Connected by your playbook
One connected sales operating system
Connect this capability to the wider sales process, from the first enquiry to the next action your customer and team agree.
Explore Naya’s capabilitiesWhat it is · Who it is for
Sales operations that connect the next action.
Sales operations automation coordinates the work around a conversation: booking the next step, confirming it, reminding the customer and keeping the team informed. Naya connects calendar and real-time booking with automatic confirmations and scheduled reminders, including voice-call reminders where configured. Knowledge, supported integrations, reporting and conversation records help the team understand what has happened and what should happen next.
Who it is for: Businesses with small teams that book appointments, coordinate follow-up or repeatedly chase confirmation of the next step. It is useful when customer handoffs and reminders take time away from the sales conversation.
Ways businesses use Naya
A connected process after the conversation.
Send reminders at the right time
Schedule reminders around the appointment or action, including voice-call reminders where that channel is appropriate and configured.
Keep handoffs and outcomes visible
Carry relevant context into the next action, use supported integrations and review campaign and conversation reporting.
How Naya works
From booking to follow-through.
01 Agree
Capture the booking or next action from the sales conversation.
02 Confirm
Apply the appropriate confirmation workflow.
03 Remind
Schedule the reminder channel and timing around the next step.
04 Review
Keep outcomes visible to the team and improve the process.
05 Keep the outcome visible
Keep the relevant outcome and next action available to the team through the configured records and reporting.
Trust and control
Operations built around your workflow.
Define the triggers, channels, timing and handoff rules for each process. Automation should support the next action the customer and team have agreed. Read the AI Transparency Statement
Clear triggers and timing
Choose the event that starts a confirmation or reminder and the conditions that should change or stop it.
Human ownership of exceptions
Identify who should handle a request, question or handoff when the standard workflow is not the right next step.
Useful records and reporting
Use reporting, call logs, recordings and transcripts to understand outcomes. Confirm integration scope and access for the deployment.
Frequently asked questions
Common questions about operations with Naya.
Yes. Voice-call reminders are included in the operations features. Timing, triggers and channels depend on the configured workflow.
No. Agree the triggers, timing, channels and exceptions for your business before enabling a workflow.
The page covers the sales-related workflows listed here. Integration support and the scope of any existing system should be agreed for your setup.
Yes. Automatic confirmations are part of the operations feature set, with channels and triggers configured for the business.
Calendar and real-time booking are included in the described workflow. The calendar connection and booking rules should be configured for your business.
Naya supports integrations within the agreed setup. Confirm the specific systems and the information they exchange rather than assuming every platform is supported.
Campaign and conversation reporting, plus call logs, recordings and transcripts, provide visibility into the activity and outcomes available in the deployment.
Explore more of Naya
Continue through Naya’s connected sales workflow.
Make the next step clear for your customer and your team.
Build a repeatable process that helps your team handle more opportunities and keep the next action moving.