AI-Based Workflow Automation: How to Personalize and Scale Customer Journeys

Automate follow-ups, reduce delinquencies, and boost ROI with AI Collections. Discover how Regal’s AI Agents are changing the future of loan servicing.

See how AI Agents are transforming the Medicare call center by automating AEP, screening, scheduling, and onboarding—with 24/7 support.

Learn how to build AI agents for beginners with this step-by-step guide. Discover key skills, tools, and no-code AI agent builders to get started today!

The more lines of communication you open with your customers, the more likely you’re starting the conversation on the right foot. Regal helps you unlock a more unified customer experience in a matter of days. See how.

It’s critical for call center managers to understand how their power dialers work and to measure if they’re performing as intended. With Regal’s new Predictive Dialer, You can do just that, and much more.

Worried your AI Agent will say the wrong thing? Well, they might. But find out why that's just a natural part of the process, and how to mitigate the risk of it happening.

AI Agents for home services help drive speed, increase capacity, and make all of your workflows and interactions predictable. For you and your customers.

Discover how healthcare AI Agents are transforming patient engagement from intake to billing. See 8 powerful use cases driving higher adherence, faster scheduling, and better outcomes.

Discover the game-changing benefits of AI in insurance. Learn how AI Agents improve customer experience, reduce costs, and boost efficiency in claims processing, underwriting, and customer interactions.

Discover effective strategies for phone number inventory management and learn how to maintain a stellar phone number reputation. Explore best practices, expert insights, and innovative solutions to optimize your communication operations.

Not everyone gets excited about buying insurance. Learn how AI Agents improve the experience for policyholders, bring down your cost to serve, improve your response times, and help you get rid of the hold music for good.

AI Agents for Education are transforming student engagement—boosting enrollment, improving retention, and making support more human. Discover 8 game-changing use cases that free up your staff while delivering better student outcomes.

Many contact center leaders still wander through customer journeys as if they're in the Land of Oz. Dive in to see why and how A/B testing is your shortcut to unlocking provably, repeatably, and scalably better CX.

Discover how customer experience journey mapping helps contact center leaders make small tweaks with big impact. Learn dynamic mapping tactics for personalization, optimization, and ROI.

Maximize your AI Voice Agent’s impact with strategic conversational AI testing. Discover 5 must-run A/B tests to optimize engagement, refine responses, and drive better business outcomes.

Regal is officially one of Forbes America’s Best Startup Employers 2025, ranking #164 out of 500. This recognition is a testament to our incredible team, our innovative work culture, and our unwavering commitment to advancing AI technology.

Here's our February 2025 product releases, including live progressive dialer performance measurement, support for Outlook signatures, and some new API endpoints for better data access!

AI in education is helping to streamline admissions, automate student engagement, and enhance higher ed outreach. Discover key education technology trends to boost enrollment and learn why automated student engagement tools are the future.

Learn how you can start measuring customer experience effectively with key metrics, tools, and AI-driven strategies. Discover how to track CX impact, prove ROI, and enhance personalization to drive business growth.

Choosing a text-to-speech provider for AI voice agents can make or break your contact center’s customer experience. Discover how to evaluate TTS providers and find the best fit for industries like healthcare, insurance, and more.

Discover key KPIs for measuring AI agent success in your contact center. Learn how to track performance, improve efficiency, and optimize AI-driven conversations for better business outcomes.

When it comes to comparing AI Agents vs. AI Assistants, Siri & Alexa handle simple tasks, but Gen AI Voice Agents—like Regal’s AI Phone Agent—drive real business impact with human-like conversations, automation, and seamless integration.

Here's our January 2025 (and last December's) product releases, including user profile URLs, deleting unintentional contacts, and early access to our Outlook integration!

In this article, we’ll answer the question "What is an AI Voice Agent for CX?" and explore the technology behind AI voice agents, their benefits, real-world use cases, and how they are reshaping customer service across industries.

Regal’s Q1 2025 product roadmap brings AI Agents, Intelligent Orchestration, and Enterprise Functionality to the contact center. Discover what’s coming next!

Discover how AI Agent Assist transforms CX by boosting agent efficiency and customer satisfaction. Get real-time insights, automate tedious tasks, and empower your team to drive revenue.

Discover how AI in customer experience can revolutionize your contact center. Learn to replace legacy tools, scale personalized outreach, and drive better outcomes with modern CX platforms like Regal.ai.

Learn how to create a personalized customer experience using AI and automation. Discover actionable steps to grade your CX, expert insights, and strategies for 2025.

Explore the ethics of AI agents and the impact of AI agent disclosure timing on customer trust. Learn best practices for balancing transparency and performance in AI-powered customer interactions.

Discover the 2025 contact center automation trends and tools to help you grow. Learn how AI-powered tools and best practices can enhance efficiency, customer experience, and cost savings.

Build your own data model and keep your agents in one tool with Regal Custom Objects.

November 2024 Releases

The year Enterprise customers embraced Regal and AI Phone Agents came to contact centers. We look back at major milestones achieved in 2024.

Discover the 10 most essential call center metrics and KPIs for 2025. Learn how to measure and optimize your call center's performance with our comprehensive guide.

Discover how AI sales tools enhance call center performance, improve efficiency, and increase customer satisfaction with these 10 powerful strategies.

Learn how conversation intelligence can enhance customer experience and provide valuable sales and support insights. Discover key technologies, implementation strategies, and best practices.

Discover 6 real-world examples for how high-consideration B2C companies are arming their agents with real-time customer data to drive more effective sales, support and retention interactions across industries.

October 2024 Releases

In order to build loyalty, it’s essential to create proactive outreach strategies that demonstrate your awareness of your customers' challenges and show that you’re taking action before they even need to ask for help.

In this blog, we share tips to improve agent productivity for handling high volumes of calls, whether it's inbound support teams or outbound sales teams. The guiding principle is simple — focus your agents on tasks that absolutely requires their attention, and automate everything else.

Regal just raised $40M to accelerate our mission of building the new standard in high-touch customer communication with the rollout of our exceptional AI Phone Agents for contact centers.

Discover 8 proven strategies to improve call answer rates by 40%. Learn how personalized outreach, Branded Caller ID, and AI-driven solutions can transform your outbound contact center and boost engagement. Increase your call answer rates and drive more revenue today!

The modern B2C growth stack for high consideration brands is different from the retail and B2B growth stacks. AI agents are the next change vector for these stacks.

September 2024 Releases

Discover 10 customer data management strategies to help you build engagement, increase conversions, and drive revenue.

As AI technology continues to evolve, the use cases for AI Voice Agents in contact centers will only increase. By answering these six key questions, you can identify where AI agents fit best today in your contact center and plan for future integrations.

Learn five game-changing outbound call center strategies that’ll help you reach the right people, at the right time, with the right message.

Explore tips for building AI Agents that perform for your business - Spoiler: It's a lot like coaching human agents.

Learn more about how AI emotional intelligence allows artificially intelligent voice agents to create emotion-regulated interactions using empathy, while keeping their cool even in heated situations, ensuring calls stay on track and productive.

AI Phone Agents can only do a fraction of your interactions today. But they are the future. Understand why you should not wait to invest.

Improve agent context with a synthesized view of the buyer's journey -- leading to more personalized conversations.

August 2024 Releases

Explore how AI for contact centers is transforming businesses and how leveraging AI can enhance customer interactions and improve retention.

July 2024 Releases

There is no one "best" auto dialer. There's just the right auto dialer for your campaign goals. We compare the capabilities of each and outline a framework for how you can make the right choice.

Regal's advanced AMD algorithm uses multiple factors to determine if a human answers your call. Learn more about the different techniques available.

Explore 5 actionable strategies to keep your outbound abandon rate low, optimize your dialer efficiency, and maintain customer trust.

Progressive dialers achieve more reach and agent efficiency, but there are compliance and customer experience implications.

The effectiveness of your Branded Caller ID strategy should be evaluated based on business impact using these 5 metrics.

Branded Caller ID is a great tool to increase call answer rates. Find out the best use cases for Branded Caller ID, and learn when it's not the right solution.

Regal and 8x8 launch a joint offering, through the 8x8 Technology Partner Ecosystem, making Regal the only Journey Builder provider for 8x8’s outbound contact center customers.

Identity Resolution is necessary to build a 360-degree view of your customer and power personalization. Learn how Identity Resolution works and why it matters for outbound contact centers.

June 2024 Releases

The fastest growing Home Insurance brands are using SMS in intelligent ways to drive higher customer engagement and more revenue. Get started with these 4 essential campaigns.

Our Co-Founder & CTO, Rebecca Greene, delivered a presentation at the recent Insurtech Insights NYC 2024 event about how insurance brands can meet the moment of global uncertainty and rebuild trust by turning untapped customer data into personalized, revenue driving conversations across the Policyholder lifecycle.

May 2024 Releases

April 2024 Releases

With Custom Objects, brands will be empowered to tailor their customer data models within Regal and provide a single pane of glass for agents – leading to better customer conversations.

Improve agent efficiency and win more customers with REGAL AI.

Monitor intraday call center metrics in real-time to adjust staffing, campaigns or coaching on the spot.

Regal’s IVR leverages unified customer profiles to personalize inbound caller experience – delivering better customer experiences and business outcomes.

Regal’s powerful progressive dialer multiplies your reach and maximizes agents’ time for personalized conversations.

March 2024 Releases

Regal helps Healthcare brands deliver proactive care, better patient outcomes, and improve provider efficiency by personalizing patient outreach and increasing patient engagement.

Use these 5 essential SMS campaigns for home services drive higher customer engagement and more revenue for your business.

Why are so many contact centers stuck being cost centers? Why do they keep looking for cost reductions instead of revenue increases? Bad data and technology decisions are at the core of this issue. We need "marketing automation" (aka unified customer profiles, event-driven systems and a/b testing) like Regal.io in the contact center to empower teams to start looking for incremental revenue instead.

February 2024 Releases

Discover 6 ways customers are using REGAL AI Call Summaries to drive better business outcomes.

Consumer businesses are implementing AI-enabled customer experiences without any change in behavior on the part of consumers, which is leading AI to become common with more speed than past transitions like the internet and the smartphone. And it means that the next step in AI will not come from the LLM providers. The next big step forward in AI rests in the hands of consumer businesses.

Modernizing your Contact Center to drive personalization and more revenue requires a new tech stack you won't get with legacy CCaaS.

Explore Eric Hauser's remarkable career journey from GovTech to healthcare disruption at Cadence, highlighting the transformative power of innovation, collaboration, with a special focus on the pivotal role of Regal in driving patient engagement and outcomes.

Discover the transformative power of AI in conversations and how Regal's cutting-edge technology is reshaping call analysis and optimization for enhanced customer experiences with Balto's Marc Bernstein on our B2C Sales Podcast.

Discover how Regal.io's AI-powered personalized outreach solutions are revolutionizing outbound sales and customer experience across industries like healthcare, finance, and insurance in our latest eBook, "Modernizing Outbound Contact Centers: How to Treat Millions of Customers like One in a Million."

January 2024 Releases

Use custom tasks to orchestrate Agent actions beyond just customer conversations.

We look back at major product releases in 2023.

November 2023 Releases

Combining collaboration functionality into CCaaS workflow tools invites more cross-functional users from a company to participate in designing the end-customer experience, leading to better omni-channel orchestration and customer outcomes. Learn more about Regal's collaboration features.

Uplevel agent performance with Regal's QA Scorecards. With QA Scorecards, managers can ensure that all interactions meet the criteria and standards of excellence established by your company.

October 2023 Releases

Jon Heaps, former VP, Channel at Observe.ai, Talkdesk, and inContact interviews Alex Levin, Co-Founder & CEO of Regal.io, about the history of the contact center industry and some of the key challenges teams making outbound calls face as customers demand more online experiences.

Are you using Branded Caller ID for outbound calls or SMS? New SMS and Branded Caller ID regulations rolled out in Q2 2023 that you MUST KNOW ABOUT. The new regulations require that every company register their SMS campaigns and Branded Caller ID campaigns before being allowed to send texts or brand calls.

August 2023 Releases

The fastest growing insurance brands are using SMS campaigns in intelligent ways to drive higher customer engagement and more revenue. You can too with these 4 essential SMS campaigns.

Discover how a power dialer can revolutionize outbound calling and enhance sales team productivity. Schedule a consultation with our experts to explore Regal.io's power dialer.

Discover how working with Regal.io led to a 547% ROI for businesses. Learn more about the financial impact and success stories in our comprehensive case study.

Regal's powerful 1:1 email channel enables agents to have more touch points with customers from a unified platform.

Regal’s Conversation Intelligence drives higher conversion rates for B2C sales teams. We use both the traditional QA/coaching tools, and brand new conversational triggers that allow you to update customer profiles and send automated follow up messages based on what is said in a conversation.

Regal’s SMS Suite allows brands to actually drive revenue from SMS. Drive cross-channel engagement using our comprehensive Triggered & Scheduled SMS Journeys (aka SMS Marketing), 1:1 SMS Conversations (aka 2-Way SMS), and AI SMS Bot.

Regal’s powerful, no-code Segment Builder enables any business user to segment, target, suppress, and send blasts of cross-channel communications (SMS, calls or webhooks) to their customers – all based on a real-time unified customer profile.