AI voice and sales automation
AI Cold-Calling Agent for Solar Sales Teams
A voice-based outbound system being developed to read CRM exports, prioritize records, call leads, deliver a controlled sales introduction, and route callbacks or follow-up.
- Status
- In development
- Designed for
- Solar sales organizations with CRM exports and large lead lists
The problem
Why this system exists.
Solar sales teams often hold large lead lists that require repetitive dialing, consistent qualification, accurate dispositions, and timely callbacks. Manual outreach makes coverage and follow-up difficult to sustain.
The system
One accountable workflow.
The system is designed around a CSV or CRM export, a governed call workflow, scripted qualification, outcome logging, callback routing, customer-retention use cases, and a clear handoff to a human salesperson.
- CSV and CRM lead ingestion
- Automated outbound dialing
- Controlled pitch and qualification logic
- Call outcome and callback tracking
- Customer reactivation and retention workflows
- Human escalation for qualified conversations
System areas
Current direction
What comes next.
The current work is focused on call quality, workflow reliability, disclosure requirements, and accurate CRM write-back before production use.