AI Call
Let AI make sales calls on your behalf with natural conversation and intelligent follow-up.
What AI Call Does
Automated Calling
- AI places calls to contacts in your Cortex
- Natural voice conversation
- Follows your call script
- Handles objections intelligently
Call Outcomes
- Qualified leads — AI identifies interested prospects
- Scheduled meetings — AI books appointments on your calendar
- Not interested — AI marks leads appropriately
- Voicemail — AI leaves customized messages
Setting Up AI Call
- Select contacts from Cortex
- Choose or customize call script
- Set calling hours and timezone
- Launch AI call campaign
Script Customization
- Introduction and company pitch
- Qualifying questions
- Objection handling responses
- Meeting booking flow
What Happens During Calls
AI Handles
- Introduces your company
- Explains your product/service
- Asks qualifying questions
- Responds to objections
- Schedules follow-up meetings
- Takes notes on conversation
Call Recording
- All calls are recorded (where legally permitted)
- Transcripts available in Cortex
- Review conversation details
- Extract key insights
After Calls
Automatic Updates
- Contact status updated in Cortex
- Call summary and transcript added to notes
- Follow-ups created for interested prospects
- Meetings added to Calendar
Call Analytics
- Connection rate
- Qualification rate
- Meeting booking rate
- Average call duration
- Common objections
Best Practices
Script Quality
- Keep intro under 30 seconds
- Focus on value, not features
- Have 3-4 qualifying questions max
- Offer clear next steps
Contact Preparation
- Ensure phone numbers are valid
- Set appropriate timezone for calls
- Review contact context before launching