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Use Case

AI Lead‑Gen Appointment Setter

Asks qualifying questions and books meetings in reps’ calendars.

HubSpot
Slack
Calendly
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Pain Points

  • Manual qualification slows down pipeline
  • Leads go cold without fast contact
  • Calendar back-and-forth

Opportunity

Automate first-touch and booking to lift meetings and pipeline.

How AI can help?

AI qualifies leads against ICP, routes to the right rep, and books meetings in one pass.

It can: CRM dedup + optional enrichment before qualification; ICP rules (size, industry, tech) and routing by team/territory (round‑robin); Multichannel sequences: first touch (voice/SMS/email) + follow‑ups on no‑answer (anti‑spam, retries); Handoff: tentative hold vs firm invite; simple reschedule (reply 1/2); Calendar scheduling in reps’ calendars + Slack/Email notifications.

  • CRM hygieneDedup, enrich, field normalization; create/update contacts/opps/activities.
  • Smart routingRules by territory/product/capacity; round‑robin; speed‑to‑lead targets.
  • Omnichannel sequencesVoice/SMS/email cadences with retries and time windows.
  • Handoff optionsTentative hold vs firm invite; 1‑click reschedule links.

How it works

Step 1

AI triggers first touch; dedup/enrich in CRM, then qualify against ICP.

Step 2

Route to the right team/rep (round‑robin/territory).

Step 3

Offer slots; book and send invite (.ics).

Fast setup, iterative rollout
Step 4

Slack/Email notifications; follow‑up cadences if no‑answer.

Voice experience

  • Latency target: <300–500 ms turn-taking.
  • Barge‑in (interruption) and voicemail detection supported.
  • Confirmations/rephrasing for critical steps (e.g., dates, amounts).
  • Accents and languages configurable; speech rate and tone control.

Results & Benefits

  • Meetings booked

    +30%

    Increase in meetings set

  • Speed‑to‑lead

    <1 min

    First touch target

  • Activity capture

    +80%

    Contact/account/activity completeness

  • No‑show rate

    −15%

    Reduction on attended meetings

Figures are indicative “up to” ranges depending on scope, timeline and volume. Methodology available on request.

Integrations

HubSpot
Slack
Calendly

Personalization

  • ICP rules and routing
  • Calendars per rep

Common setups by vertical: scheduling (Cal.com / Google / Outlook), support (Zendesk / Intercom / HelpScout), workflow glue (Make / Zapier).

Security & Compliance

  • GDPR (EU), TCPA / Do‑Not‑Call (US/CA), SMS consent management and opt‑out.
  • Encryption in transit and at rest; configurable retention; PII redaction.
  • Region hosting options (EU / US); audit logs; role‑based access (RBAC).
GDPR logoGDPRTCPA logoTCPADNC logoDNCRBAC logoRBACPII logoPIIEU logoEUUS logoUS

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FAQ

Questions?

We got the answers

Short answers that cover process, timelines and integration. Still unsure? Book a quick call.

We target sub‑300–500 ms turn‑taking for natural conversations. Barge‑in (user interruption) and voicemail detection are supported to keep flows snappy.

Multiple languages and accents are supported. We can tune speaking rate, prosody and tone to match your brand, with male/female and regional variants.

We design for high availability with monitoring and alerting. Availability commitments are available on paid tiers; details on request.

Typically 5–10 business days after we receive access and assets (onboarding, integrations, flow tuning, QA, launch). Faster for standard stacks.

Yes. We customize prompts, policies and voice settings (pace, politeness, formality). We provide samples and iterate until it feels right.

We respect TCPA/Do‑Not‑Call and support consent capture, opt‑in/opt‑out keywords, and suppression lists per campaign and region.

Encryption in transit/at rest, configurable retention, PII redaction, audit logs and RBAC. EU/US regional hosting available. A DPA can be signed.