AI Voice Agents
SalesPulse has two kinds of AI voice agent. The AI Receptionist answers your inbound calls. AI Voice Agents call your new leads back while they are still warm. Both hold a natural conversation, qualify the caller, and book an appointment or transfer the call to you.
What AI Voice Agents Do
Answer inbound calls
The AI Receptionist answers calls on your SalesPulse number, asks your qualification questions, and follows your after-hours rules.
Call new leads back
With Auto-Call New Leads on, a new lead that comes in from your lead sources is called within the calling hours you set.
Book appointments
Qualified callers are offered a time from your booking calendar, and the appointment lands on your SalesPulse calendar.
Follow-ups and callbacks
Start an AI call from any contact to follow up or return a call, using the agent and script you choose.
Natural conversation
The AI handles common objections and can transfer the call to you live when the prospect asks for a person or is ready.
Call history
Every AI call is logged with its outcome, so you can see who was reached, who booked, and who was transferred.
Scripts for What You Sell
You describe your product, who you are calling, and the outcome you want, and the AI script builder writes the opening greeting and conversation script. Edit it directly, or tell the builder what to change in plain English. Examples of what a script can cover:
Setting Up an AI Voice Agent
- 1
Open AI Agents, then AI Voice Agents
Click Create AI Agent. For inbound calls, open AI Receptionist instead.
- 2
Pick a goal
Appointment Setter, Lead Qualifier, Transfer to Agent, Follow Up, or Survey. Choose the booking calendar and the number calls are transferred to.
- 3
Build the script
Use the AI Script Builder or write it yourself, then choose a voice.
- 4
Set calling hours
Outbound AI calls only go out inside the hours you set. Do Not Call lists are checked before each call.
- 5
Turn on Auto-Call New Leads
Both the Auto-Call New Leads switch and the agent's Active status must be on. Only new leads are called automatically; imported contacts stay off until you switch AI outreach on for them.
Live Transfer to You
When a prospect is ready or asks for a person, the AI can say "Let me connect you with [your name] right now" and transfer the call to you. The AI handles the first part of the conversation; you pick up the warm ones.
Set the transfer number on the agent. The AI Receptionist also has a score threshold and after-hours transfer rules.
Compliance
Safeguards built into outbound AI calls:
- ✓Calls are placed only within the calling hours you set
- ✓Do Not Call lists are checked before each outbound call
- ✓Imported contacts are not called until you switch AI outreach on for them
Note: You are responsible for ensuring you have appropriate consent to contact leads. AI agents should only be used on leads where you have obtained proper opt-in consent.