// Case study / AI outbound sales

Cold calls, warm pipeline.

A sales organisation running high-volume outbound campaigns with a team of human agents. We built a conversational AI agent to run the calls and keep the record-keeping honest.

This engagement is shown without the client's name, at their preference. The problem and the build are described as delivered.

The situation

Cold calling was agent-intensive and inconsistent between reps, and the manual CRM entry after every call was slow and error-prone. Reps were spending more of the day typing than selling, and the data they produced under that pressure could not be relied on.

What we built

Runs the call end to end

The agent handles the conversation from opener through to close, at a consistency a large human team is hard-pressed to maintain across a full campaign.

Live qualification

It asks the qualifying questions during the call and captures the answers as they are given, rather than relying on what a rep recalls afterwards.

CRM hygiene, automatically

Every conversation is transcribed, summarised, and written to the CRM — so the record exists whether or not anyone had time to write it up.

Knows when to involve a human

When a lead is genuinely ready, the agent triggers the meeting request itself, so the human team joins conversations that have already qualified.

The interesting outcome here was not volume. It was that every record looked the same — which is what makes a pipeline forecastable rather than anecdotal.

Questions

Does this replace the sales team?

No — it changes what they spend the day on. The agent handles the repetitive top of the funnel and the write-up; qualified conversations still go to people, which is where a sales team is actually worth its cost.

How do you keep an outbound agent from overstating things?

The same way we build any agent that speaks for a business: it works from an approved script and defined qualifying questions, and hands over rather than improvising. An agent that invents a commitment on a sales call is a liability, not a feature.

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