You set the brief
Tell Pete what you sell, the point of the call and where to hand over. That brief drives every conversation, so he stays on message.
AI voice calls
Email and text do a lot of the work, but some prospects only move when someone calls. Pete makes the call, talks like a person, handles the usual objections, and either books a meeting or hands a warm prospect to your team. Every call is screened first, then recorded and written up on the deal.
A real call, not a recorded message. ↘
A real conversation
Pete is not a recorded blast down a list. He opens, explains why he is calling, listens to the answer and responds to it. When a prospect pushes back, he handles it the way a good rep would, then steers towards the next step.
Live transcript
Calls are part of the one system, so they follow the same rules and land on the same records as everything else.
Tell Pete what you sell, the point of the call and where to hand over. That brief drives every conversation, so he stays on message.
Every number is checked against the telephone preference registers and your own rules first. If a number should not be called, it is not. Calls to UK numbers need either the right subscriber type or recorded consent.
Pete calls, talks and handles the conversation. A human can listen in, and you decide which campaigns Pete calls on and which your team handles.
A good call ends with a booked meeting or a warm lead on your desk. Pete sorts the outcome into the pipeline on its own.
The recording and transcript save to the deal, with the outcome. Nothing relies on someone remembering to log it.
A call is one step in a sequence. If Pete does not reach someone, an email or text keeps the thread warm and tries again later.
Honest about the hard part
We treat UK calling rules as a gate, not an afterthought. Pete calls with your own brief and your own number, screens every number first, keeps recordings and consent on file, and only calls the campaigns you switch on. If a check cannot be made, the call does not happen. That is how a tool like this stays useful for the long run instead of getting you into trouble.
And your own calls
Not every call should be Pete. When you pick up the phone, the same system gives you a web softphone and a screen pop that shows who is calling and their full history. Pete for the volume, you for the ones that matter.
See the phone and CRM