Prospecting
What this section covers
How to launch a voice agent campaign, how to read its calls and results, and how qualified leads move to the sales team.
Prerequisites
To launch a campaign the workspace needs the Prospecting Pipeline module, an AI key, the Twilio and Retell credentials, a verified phone line, the voice agents provisioned, the agent context completed and a monthly budget. The setup is in Phase 4 · Prospecting.
In this section
Prospecting pipeline
Stages and what the AI moves.
Prospecting campaigns
Launch, track, retry and cancel.
Calls
Statuses, recording, transcript and report.
WhatsApp recovery
The template and the recovery chat.
Leads
The details of each opportunity.
Remarketing
Cold leads.
Prospecting metrics
Where to see the results.
Balance alerts
Retell and Twilio out of credit.