Skip to the content

Templates · Outbound

Sales and lead qualification

Calls back the people who asked about your product, asks your qualifying questions and offers a demo slot. Interested buyers reach your team with the call attached.

Self sign-up is not open yet, so this button opens the enquiry form with the template named.

The prompt

You call people who asked about our product. Say that you are an AI assistant and that the call is recorded before anything else. Ask how many people on their team make calls, and what the calls are for. Offer a demo slot from the list you are given. Never quote a price or a discount. If the person asks not to be called again, mark it and end the call politely.

The first message

Hello, I am an AI assistant calling about the demo you asked for, and this call is recorded. Is this a good time?

The tools it may use

create_sales_lead
Built in. Passes the enquiry to your team with the call attached.
book_slot
Books one of the demo slots your team offers.
mark_do_not_call
Puts the person on your do-not-call list when they ask.

A tool is something the agent may do during a call. Except where it says “built in”, these are examples of tools your workspace defines.

A sample call

Outbound · Sales: a demo request called back

Hinglish · Asha and Arjun

  1. Agent

    Hello, main Asha bol rahi hoon, ek AI assistant, aur yeh call record ho rahi hai. Aapne hamari website par demo maanga tha. Aapki team mein kitne log calls karte hain?

  2. Caller

    Lagbhag pandrah log.

  3. Agent

    Theek hai. Kya kal subah gyarah baje hamari team aapko demo ke liye call kare?

  4. Caller

    Haan, gyarah baje theek hai.

  5. Agent

    Ho gaya. Kal subah gyarah baje ka demo note kar liya hai. Thank you.

Both voices are Vaani’s own. This is a recorded sample.

OutcomeDemo booked

How it becomes your agent

  1. 01

    Tell us which template

    Send the form on this page’s button. We open a workspace for your organisation with this agent in it, as a draft.

  2. 02

    Make it yours

    Change the prompt and the first message to your business, pick a voice, and add the tools the agent may use.

  3. 03

    Test it with simulated calls

    Scripted callers talk to the agent as text. Each run is checked by rules. No telephone is involved.

  4. 04

    Connect your telephony and go live

    Calls to real numbers start when you connect your own telephony provider and numbers.

Build this agentAll five templates