Overview
The client needed repeatable outbound follow-up without staffing a large agent floor. We built an AI voice workflow that handled qualification, reminders, and record updates around the clock.
1653
Calls Per Month
81
Availability
0
Human Agents Required For Baseline Flow
Challenge
•Manual calling capacity was limited and inconsistent across the month.
•Lead and policy follow-up depended too heavily on staff availability.
•Call summaries and updates were not landing reliably in the operating system.
Solution
•Implemented AI voice agents for outbound follow-up and qualification flows.
•Connected transcripts and summaries back into downstream records for operational visibility.
•Designed escalation paths so calls could hand off cleanly when human intervention was needed.
Impact
•The client gained predictable outreach volume without adding headcount.
•Operational teams could review outcomes and handoffs in one place.
•The outreach system remained active beyond standard business hours.
Technology Stack
TwilioLLM OrchestrationSpeech-to-TextAutomation WorkflowsCRM Updates