AI Voice Agent: Instant Lead Qualification & Scheduling

Client's Goal: An AI automation company wanted to boost their lead conversion rates by instantly engaging new leads, qualifying them, and automatically scheduling sales calls—without relying on human reps to respond in real time.

Challenges: The client was missing out on hot leads due to slow follow-up, inconsistent qualification, and manual scheduling. They needed a system that could engage every lead 24/7, adapt to each prospect, and integrate tightly with their CRM and calendar.

Solution & Approach: I built and deployed a fully automated AI Voice Agent using Retell, Make.com, and direct API integrations. The system instantly calls every new lead as soon as a web form is submitted or a new contact appears in the CRM. The AI speaks naturally (with a witty, professional tone or even a cloned company voice), asks dynamic qualification questions based on form inputs, and scores each lead. Qualified prospects are offered real-time calendar booking, with appointments pushed directly to the sales team’s calendar. The agent can transfer calls to a human or another AI specialist as needed. All call data, transcripts, and lead scores are sent back to the CRM for tracking.

Instant outbound AI calls to new leads from web forms, CRM, or API/webhook sources

Dynamic, personalized qualification conversations and lead scoring

Automated sales call scheduling with direct Google/Outlook calendar integration

Seamless call transfer to human agents or specialized AI agents

24/7 operation with multilingual support and voice cloning for branded interactions

Real-time CRM updates, call transcripts, analytics, and compliance logging

Results: The client saw up to a 391% increase in lead conversion rates, with every lead engaged within seconds, regardless of time zone. The system handles up to 20 concurrent calls and unlimited monthly outreach, ensuring no opportunity is missed. Sales teams now focus only on qualified, booked calls, saving hours of manual work each week.

Ready to never miss another hot lead? Let’s make your funnel unstoppable.