Outbound AI Calling
An outbound voice agent that follows up with consented leads and customers, at scale and on schedule.
- AI agent
Hi Jordan, this is the AI assistant for Kellridge Insurance, calling about the home quote you requested yesterday. This call may be recorded. Is now a good time?
- Caller
Sure, quickly.
- AI agent
Great. Is the home your primary residence, and roughly what year was the roof replaced?
- Caller
Yes, primary. Roof is from 2019.
- AI agent
Thanks. I’ve booked you with Maria, a licensed agent, tomorrow at 1 PM to go over options.
- Consented callback
- Details captured
- Agent call booked
Our commitments
- AI always says it’s AIEvery conversation starts with an AI disclosure
- Live in days, not monthsStandard agents typically go live within days
- Reviewed after launchWe read conversations, tune answers and report
- One-step off switchTurn the agent off whenever you need to
- Your data, your accountsNumbers, data and custom code stay in your name
The problem we solve
- People who request a quote or a callback expect to hear back soon, but outbound calling is usually the first task to slip when the team is busy.
- Manual callback lists get worked unevenly: the newest leads get a call, older ones get forgotten, and nobody tracks how many attempts were made.
- Confirmation and renewal calls are repetitive work that pulls licensed or senior staff away from the conversations only they can have.
What you get with Outbound AI Calling
Ideal for: Businesses with consented web leads, quote requests, appointment confirmations or past customers to call back.
- Call scripts and qualification flow
- Consent and Do Not Call checks in the setup
- Voicemail detection
- Booking into your calendar
- Branded caller ID registration
- Call outcomes in your CRM
Scoped to your business
Most businesses start with one of these and expand once it’s working. We recommend the right starting point on a short call.
Single campaign
- One use case, such as lead callback or reactivation
- Results report
Always on
- Continuous lead callback and confirmations
- Multiple scripts
- Ongoing optimization
Optional add-ons
- Spanish (bilingual) agentThe agent detects Spanish and continues the whole conversation in Spanish.
- Custom brand voiceA unique, consistent voice for your brand (designed voice, or a licensed voice with consent).
- Call QA & insights reportCalls scored for outcome and sentiment, with a monthly report on what customers ask and where opportunities are lost.
Standard, Custom or Deep
Launch fast on our standard framework, or have us design the agent around your exact process.
Standard
- Our standard agent framework configured for your business
- Your FAQs, policies and one booking flow
- Common integrations (Google/Outlook calendar, popular CRMs and booking tools)
- Scenario testing before launch
Custom
- Conversation design around your sales process
- Multiple flows (e.g. quote, book, reschedule, urgent)
- Live data lookups such as pricing, inventory or order status
- Brand persona and tone
- Extended scenario testing
Deep
- Several agents (voice, text, operations) sharing one knowledge base and data
- Custom backend, tools and APIs
- Custom dashboards and reporting
- Dedicated engineer
Quote callbacks for an independent insurance agency
Illustrative example with a fictional business.
Ellwyn Insurance Group, a fictional independent agency, collects auto and home quote requests through its website. The form includes a clear consent checkbox for calls and texts, including AI calls. Each request is routed to the outbound agent, which calls within the agency's calling hours, says it is an AI assistant calling on behalf of Ellwyn, and notes that the call is recorded. It confirms the vehicle or property details already on the form, gathers the missing basics and books a review with a licensed agent. When the prospect asks whether a specific situation would be covered, the AI explains that only a licensed agent can answer questions about what a policy includes and adds the question to the appointment notes. Anyone who says to stop calling is marked do-not-call immediately in the CRM.
From kickoff to live
Consent and list review
We confirm that every contact gave prior express written consent for AI calls, check Do Not Call status and set calling windows by time zone before a single number is dialed.
Script and outcomes
Together we write the opening, the AI disclosure, the questions to ask and the possible outcomes: booked, call back later, not interested, wrong number or opt-out.
Caller ID and testing
We register branded caller ID where available, then run test calls with your team playing difficult customers until the flow holds up.
Launch in batches
Calls go out in controlled batches. Outcomes, recordings and opt-outs sync to your CRM, and we adjust the script based on what people actually say.
What you receive
- A call script with disclosure, recording notice and outcome tree, approved by you
- A consent and Do Not Call checklist applied to every list before it is called
- Branded caller ID registration support for your outbound numbers
- CRM sync of every call outcome, recording, transcript and opt-out
- Voicemail rules, retry spacing and calling windows by time zone
- A results summary after each campaign with recommended script changes
When we’re not the right fit
- Cold calling purchased lists or anyone who has not given prior express written consent. We do not run AI cold calls to consumers.
- Sales conversations that require a licensed professional to give advice on the call. The AI books that conversation instead of having it.
- Businesses that cannot export contact data with consent records from their current systems.
Outbound AI Calling connects with
- HubSpot
- Salesforce
- GoHighLevel
- Zoho CRM
- Pipedrive
- Google Calendar
- Microsoft Outlook
- Calendly
- Twilio
- Zapier
Plus most tools with an API. We connect where the vendor provides API access; names are trademarks of their owners.
Free missed-call & speed-to-lead check
We place a test call and send a test inquiry to your business, then email you a short written report of what happened: whether it was answered, how long a reply took and whether anyone followed up, with practical suggestions. No obligation, and nothing to install.
- A test callWe call your main number like a new customer would.
- A test inquiryWe send an inquiry through your website form or text line.
- A written reportAnswer, response time and follow-up, plus suggestions.
Frequently asked questions
Do you make AI cold calls?
No. AI-voice calls fall under the TCPA’s artificial-voice rules, and marketing calls need prior express written consent. We only call people who opted in, and we help you collect that consent correctly.
Does the agent say it’s an AI?
Yes. Every call starts with a clear disclosure that the caller is speaking with an AI assistant on behalf of your business.
How do we collect the right consent for AI calls?
We review your web forms, lead forms and intake scripts and help you add clear consent language that names your business and mentions calls and texts that may use AI or automated technology. Final legal decisions on that language rest with you and your counsel.
What happens when the call reaches voicemail?
The agent detects voicemail and leaves a short, approved message with your business name and a callback number, or hangs up without a message if you prefer. Retries are spaced out and capped so nobody is called over and over.
Can the agent transfer a live call to my team?
Yes. When a prospect is ready to talk to a person, the agent can warm-transfer to a named team member or a ring group. If nobody picks up, it books a time instead and sends the details to your team.
Do you call customers in Canada?
Yes, with the same consent-first approach. We respect the National Do Not Call List rules and calling hours, and keep identification and opt-out handling in every call.
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