1. 1Upload your product FAQ, pricing sheet, and objection-handling scripts to the knowledge base.
2. 2Configure a sales agent with a confident, concise tone and a clear call-to-action.
3. 3Run a test call to verify the agent handles common objections before bulk dialing.
4. 4Review post-call lead scores and outcomes in Analytics to refine your script.

Teams report 15–25% higher connect-to-meeting rates with consistent AI follow-ups.

1. 1Set working hours, slot length, and timezone in Calendar settings.
2. 2Train the agent on services offered, duration, and booking policies.
3. 3Enable the appointment flow so the agent can check availability live on calls.
4. 4Confirm bookings appear in your dashboard calendar after each successful call.

Reduces no-shows by sending verbal confirmations and capturing preferred times.

1. 1Add support docs, return policies, and troubleshooting guides to knowledge.
2. 2Use a calm, empathetic tone with escalation phrases for complex issues.
3. 3Route unresolved calls by capturing callback numbers and issue summaries.
4. 4Track sentiment and resolution outcomes in call history.

Handles tier-1 queries 24/7 while your team focuses on complex cases.

1. 1Import or dial reminder lists via bulk campaigns.
2. 2Keep scripts short — confirm appointment, offer reschedule, thank the customer.
3. 3Use Pro or Enterprise for higher monthly call volume on reminder batches.
4. 4Monitor completion rates and adjust call windows for best pickup times.

Automated reminders cut manual dialing time by up to 85%.