Sales
Follow-up with leads, qualify them, and set appointments for your sales team
Building a Customer Service Voice Agent
Introduction
Let’s face it: your CRM is full of leads that your sales team hasn’t had time to follow up with. How many new deals could you close if you could just get in touch with those leads? How much revenue is slipping through the cracks because your sales team is too busy to make those calls?
That’s where Thoughtly comes in. With Thoughtly, you can build a Voice Agent that will follow up with your leads, qualify them, and set appointments for your sales team. Your Voice Agent is trained to handle objections just like your top-performing sales reps.
The best part? Your Voice Agent never gets tired, never gets sick, and never takes a day off. They just work– 24/7.
The Federal Communications Commission has implemented new protections against telemarketing fraud, affirming that AI-generated voices used in robocalls are illegal under the Telephone Consumer Protection Act (TCPA). This includes calls to consumers and calls to businesses.
Violations can result in significant penalties, and Thoughtly has the right to promptly revoke your access to our platform if non-compliant. You will not be entitled to a refund if your access is revoked due to non-compliance. Ensure you are compliant with the Telemarketing Sales Rule and the Do Not Call Registry when making outbound calls.
If the recipient of the call did not explicitly request the call, you should not make the call.Use Case Example
In this example, we’re going to build a Voice Agent sequence that follows up with leads that haven’t been contacted in the last 6 months. For this scenario, we’ll be using Salesforce as our CRM and Cal.com to schedule appointments.
By the end of this guide, you’ll have a fully-functional Voice Agent that will:
Call old leads
Follow up with leads that haven’t been contacted in the last 6 months, qualify them, and set appointments for your sales team. Your Voice Agent will update Salesforce with the results of each call, such as whether the lead is qualified or not.
If no answer, send a text
If your Voice Agent can’t reach a lead by phone, they’ll send a Conversational SMS to the lead’s phone number. If the lead responds, your Voice Agent will interact with them just like they would over the phone.
Wait two weeks, then call again
If your Voice Agent still doesn’t hear back from the lead, they’ll wait two weeks and try calling again.
Getting Started
Was this page helpful?