Lead qualification calls, made by a voice agent
Your sales people should talk to the leads that are ready. The bot calls the whole list first, talks to each person the way you trained it, and hands you the ones worth a call back.
What you set for a campaign
One short form, and the bot starts working through the list.
The lead list
An Excel or CSV file you loaded. Each file is kept with its date and with how much of it was called.
The bot
One of the bots you trained for outbound calls.
Calling hours
From which hour to which hour the bot may call.
New calls per minute
The pace of dialing, from 1 to 60.
Retries
How many times to try again a lead that did not answer, up to 5.
Transfer of hot leads
An extension, a ring group or a phone number that receives a lead who is ready now.
The campaign is in your hands
Start, pause and continue whenever you want. A campaign stops by itself when the list is finished or when the minutes run out.
- Draft, calling, paused, completed
- Leads marked "Do not call" are always skipped
- A lead is not loaded twice from two files
A report after every day of calls
Calls made, the answer rate, qualified leads, conversion, the average call and the minutes used, each one compared with the period before.
- Calls per day and the best hours to call
- A breakdown by campaign and by bot
- Every call with its transcript and recording
- Print it, save it as PDF or export all the calls
How it works
Train a bot for outbound
The opening line, the script and what makes a call a lead.
Load the leads
A file with a phone column. Names and other columns stay with each lead.
Set hours and pace, and start
Then open Lead rating and work on the leads that got 4 and 5.
Good to know
You are responsible for having the consent of the people on your list and for the calling rules where they live, including calling hours and do-not-call lists. Transfers to your phone system are connected together with our team.
Questions people ask
How many leads can the bot call in a day?
That depends on the pace and the hours you set and on how long the conversations are. You set new calls per minute, and the report shows how many were made.
What happens when nobody answers?
The lead is tried again as many times as you set for the campaign, and is then marked as no answer.
Can a hot lead be passed to a person during the call?
Yes. You set where hot leads are transferred: an extension, a ring group or a phone number.
Do I pay for calls that were not answered?
Minutes are counted for calls, per started minute. A call of zero seconds is shown as not answered.
Voice Bot
A voice agent that calls the leads in your file, answers your incoming calls and rates every lead from 1 to 5, with a recording and a transcript.
Open an account How it worksIn this system
Guides on this subject
- AI voice bot for business: what it is, how it works and who it fits
- Lead qualification calls: how to filter leads without wasting your sales team's time
- AI receptionist for small business: a virtual assistant that answers every call
- How to write a script for a voice bot: opening, questions, objections
- What an AI voice bot costs: what the price is made of and how to work out if it pays
- The rules of automated calling: what to know before outbound calls with an AI voice bot