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Ooma adds AI agents that read customer calls and suggest next steps

Ooma launched the AI Productivity Agent Bundle on November 11. It is an add-on for Ooma Office Pro Plus, the company's phone system for small businesses. The agents read your customer calls and tell your team what to do next.

The bundle has four groups of tools. Daily Briefs and Customer Briefs sum up recent activity and each customer's history. Watchlists track key accounts, Real-Time Alerts flag calls that need attention now, and Recommended Actions suggest the next step. Drafted Responses and SMS Replies help staff answer customers faster. Opportunity Scoring ranks leads, and Risk Scoring looks for signs that a customer is unhappy.

Ooma says people still own the conversations and the decisions. The AI points out what matters, and your staff act on it.

The bundle costs from $15 a month per account license, plus taxes and fees, with up to 1,250 calls or actions included. Current Pro Plus customers can add it now, and Ooma plans more features in the coming months at no extra subscription cost.

What it means for your work

  • For small business owners: Read the Daily Brief each morning to see which customers need a call back.
  • For sales staff: Use Opportunity Scoring to choose which leads to call first, then check the call notes yourself.
  • For service teams: Set alerts on unhappy customers and edit each drafted reply before you send it.

Other tools also bring problems to you before you ask. See our report on Databricks Genie as an always-on agent.

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