AI Sales Follow-up Calls

The scenario

Acme AI hosted an “AI for Customer Service” webinar last week. Lisa from Bright Support Co attended. Your sales rep Jake wants to follow up, qualify the lead, and schedule a 30-minute demo if Lisa is interested.

Instead of Jake spending 20 minutes dialing, waiting, and leaving voicemails, one API call handles the outreach. The agent references the specific webinar, asks discovery questions, and closes on a demo booking or a follow-up date.

The API request

Send a single POST to kick off the call:

curl -X POST https://voice.talktomyagent.io/v1/calls \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "to": "+14165550345",
  "targetName": "Lisa",
  "triggeredBy": "Acme AI sales pipeline",
  "maxDurationSecs": 240,
  "task": {
    "goal": "Follow up with Lisa about the AI for Customer Service webinar. Qualify interest and schedule a 30-min demo if interested.",
    "script": "sales-discovery",
    "facts": {
      "prospect_name": "Lisa",
      "company": "Bright Support Co",
      "webinar_title": "AI for Customer Service",
      "webinar_date": "May 20",
      "rep_name": "Jake",
      "demo_link": "https://calendly.com/acme-ai/demo",
      "product": "Acme AI Assistant"
    },
    "escalation": "If Lisa asks technical questions beyond the agent\'s knowledge, offer to have Jake follow up directly with answers."
  }
}'

Key fields

• maxDurationSecs - 4 minutes allows for a brief discovery conversation without dragging on.
• task.script - references the sales-discovery playbook profile below.
• task.facts - gives the agent specific context so it never sounds like a generic cold call.

What Lisa hears

Outcome branches

• ✓ Books a demo - the agent shares the Calendly link and confirms Lisa will pick a slot.
• 💬 Interested but not ready - the agent asks when would be a good time to follow up, notes the date, and closes warmly.
• ✗ Not interested - the agent thanks Lisa for her time and ends the call immediately. No pushback.
• ? Already using a competitor - the agent notes which product, thanks Lisa, and closes politely.

Playbook script profile

Add this block to your voice playbook. The agent loads it when task.script matches sales-discovery.

#### sales-discovery

**Opening**: Greet the prospect by name. Reference the specific webinar
they attended and the date. Thank them for joining. Ask if they have a
couple of minutes.

**Discovery (before any pitch)**:
Ask what caught their attention at the webinar. Listen. Ask about their
current customer-service setup and biggest pain point. Keep responses
to 2-3 sentences per turn.

**If the prospect is interested**:
Briefly describe how the product addresses their stated pain point (one
sentence). Offer to schedule a 30-minute demo with the rep. Share the
demo booking link. Confirm they'll pick a slot.

**If the prospect is interested but not ready**:
Ask when would be a good time to follow up. Note the date. Thank them
and close.

**If the prospect is not interested**:
Thank them for their time. Do not push back or ask why. End the call.

**If the prospect already uses a competitor**:
Ask which product (one question only). Note it. Thank them and close
politely. Do not badmouth the competitor.

**Hard limits**:
- Never pitch before asking at least one discovery question
- Never pressure or use urgency tactics ("limited spots", "price goes up")
- Never make claims about the product that aren't in the facts
- Keep each response to 2-3 sentences maximum
- Respect "not interested" immediately - zero pushback

Tips

• Call within 48 hours of the event. Lead engagement drops sharply after 2 days. Trigger the API call from your webinar platform's attendee webhook.
• Reference the specific webinar. “AI for Customer Service on May 20” is warm context. A generic “I'm calling from Acme AI” sounds like a cold call and gets hung up on.
• Respect “not interested” immediately. The agent must never counter-object. Trust builds when prospects feel zero pressure - some call back later.
• Track competitor mentions. The webhook outcome includes the competitor name from the “already using” branch - feed it into your CRM for market intelligence.