Turn your sales script into an agent that makes the call.
Write the call as steps. Test it from your browser or your phone, run it on a lead list, and read what was said on every call.
Recorded demo
Sample script and sample lead, played at 3x
The transcript appears here as the call plays.
Steps
- Introduction (not yet)
- Purpose of call (not yet)
- Discovery (not yet)
- Propose demo (not yet)
- Set up time (not yet)
- Closing (not yet)
Every call follows steps you can read and change.
Each step has a prompt, a goal that moves the call on, and a fallback for when the lead goes off script. These six steps are a sample. You write your own.
What the agent does
Greet the lead, give your name and the company name, and ask if they handle scheduling. If they ask whether you are a real person, say you are an AI assistant calling on behalf of the company.
Goal to move on
The lead confirms they are the right person, or says who is.
If the lead goes off script
If they are busy, ask for a better time to call back and end politely.
The same agent answers on your website, by phone and by text.
Give it knowledge, skills and tools.
- Knowledge bases
- Documents and pages the agent answers from. One knowledge base can serve many agents.
- Skills
- Reusable instructions, such as how to talk about a product. Attach them, reorder them, and keep versions.
- Tools
- Actions the agent takes during a call, such as booking a time on a calendar or sending a confirmation email.
Every call gets a scorecard of yes or no questions.
Pick a question to see the line of the call it was judged on. This is a sample call.
4 of 5 applicable questions passed, 1 not applicable
- 00:02
AgentHi, this is Ava from Demo Co. Am I speaking with whoever schedules appointments there?
- 00:08
LeadYes, that's me.
- 00:10
AgentThanks. I'm an AI assistant calling for Demo Co, and I'll keep this to a minute. We help shops fill open appointment slots.
- 00:17
LeadOkay, go ahead.
- 00:19
AgentHow many open slots does the shop usually have in a week?
- 00:26
LeadMaybe six or seven, mostly mornings.
- 00:31
AgentI can show you how we'd fill those in a short call. Would Thursday work?
Fail. Began the offer before the lead had finished describing their schedule.
- 00:37
LeadThursday afternoon, yes.
- 00:40
AgentDoes two o'clock Thursday work for you?
- 00:44
LeadTwo works.
- 00:48
AgentBooked for Thursday at two. I'll send a confirmation. Thanks for your time.
Run the agent on a lead list, and only during the hours you set.
A campaign pairs one agent with a lead list and a calling schedule. Try the schedule.
Calls run Mon, Tue, Wed, Thu, Fri, 9:00 to 17:00, in the lead's own time zone.