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Prospecting agent

Prospecting agent

Summary​

The prospecting agent phones the contacts in a campaign, asks about their interest in the catalog, qualifies them as Hot, Warm or Cold and places each one in its pipeline: hot and warm contacts move to Sales with a call report; cold ones move to Remarketing.

In detail​

  1. Someone on the team launches a prospection: target company, goal, catalog, key questions, type (Outbound or Inbound), language and contacts.
  2. The agent calls within the cadence's time window, in each contact's time zone, and retries if they don't answer.
  3. In an outbound campaign, the first call probes interest; if there is interest, a second call qualifies. In an inbound one, it qualifies directly.
  4. Each call leaves the recording, the transcript and the Interest report.
  5. If the attempts run out with no answer, it can try to recover the contact via WhatsApp with an approved template.
  6. If Retell runs out of credit, the campaign pauses itself and sends an alert.

To get it running you need: the Prospecting Pipeline module, an AI key, Twilio and Retell credentials, a verified phone line, the voice agents provisioned, a complete agent context, a monthly budget and, to recover via WhatsApp, the WhatsApp prospecting line with an approved template.

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