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Outbound Agent

Most businesses wait for customers to call. An outbound agent flips that around.

Instead of waiting, it reaches out to your contacts automatically — following up on leads, reminding patients about appointments, checking in with customers, or running call campaigns — all without your team having to dial a single number.

It calls, talks, listens, and reports back. Your team steps in only when it matters.

What happens when the agent makes a call​

  1. The agent dials the contact — at the time you set, it calls the person on your list.
  2. It introduces itself — with a natural, friendly opening that represents your business.
  3. It carries the conversation — asks questions, shares information, or reminds the contact about an appointment.
  4. It takes action — confirms a booking, qualifies the lead, or updates the contact's details.
  5. The contact gets a follow-up — a WhatsApp message, SMS, or email is sent after the call with a summary or next steps.
  6. Your team gets a report — a call summary arrives with what was said, the outcome, and what to do next.

Your team knows exactly who was reached, what happened, and who needs attention — without making a single call themselves.

What the outbound agent handles​

  • Calls your contacts automatically — no manual dialling
  • Follows up with leads who showed interest but haven't converted
  • Reminds customers about upcoming appointments
  • Re-engages customers who haven't been in touch for a while
  • Qualifies leads by asking the right questions before passing them to your team
  • Runs call campaigns across a large contact list
  • Sends follow-up messages on WhatsApp or SMS after every call
  • Speaks 20+ languages including Hindi, Tamil, Telugu, and more

Who is this useful for?​

  • Clinics and hospitals — calling patients to confirm or remind them about appointments
  • Real estate — following up with property inquiries or checking in with potential buyers
  • Salons and spas — reminding customers about upcoming bookings or bringing back inactive customers
  • Sales teams — reaching out to leads and qualifying them before the sales team calls
  • Businesses running campaigns — calling a large list of contacts without needing a call centre

Next step​

To set up your outbound agent, start with Create Agent and then follow Configure Agent to complete the setup.