Omni Agents · Outbound and SMS
The follow-up call, made every single time.
Outbound agents call new leads while they're still interested, ring back missed calls, and follow up reminders and renewals by text and phone. Everything is logged back into your systems.
What it does
Most follow-up doesn't fail. It just never happens.
Leads go cold, reviews slip, invoices age and nobody means for it to happen. The team is simply busy with the work in front of them.
An outbound agent works through the list every day: calling, texting and emailing on the schedule you set, and handing warm conversations to a person.
Capabilities
What an outbound agent keeps moving.
Call new leads in minutes
The moment a lead lands in your CRM, the agent calls, says who it is calling for and qualifies them.
Missed-call callbacks
Rings back anyone who called while the team was busy, before they call someone else.
Texts people reply to
Reminders, confirmations and updates by SMS, with replies like "can I move it?" handled properly.
Reminders and renewals
Reviews, rate expiries, renewals and appointments, followed up by text, email and a call.
Every attempt logged
Each call and text, its outcome and any promise made goes back into your CRM or database.
Clear about who is calling
The agent says who it is calling for, follows the rules you set on timing and frequency, and stops when asked.
Live demo: get a callback from a demo agent
Soon you will be able to leave your number here and get a call back from a demo agent.
Worked examples
Outbound and SMS examples.
Lead callbacks, reminders, renewals, screening calls and payment follow-up across industries.
Settlement day updates for a conveyancing team
Texts and calls buyers and sellers at each settlement milestone, so the team stops fielding "has it settled yet?" calls.
Year-end document chaser for accountants
Follows up clients for missing year-end records by email, text and a friendly call, and tells the team who is ready to start.
Instant lead callback for a mortgage broker
Calls every new website or referral lead within minutes, asks the qualifying questions and books a meeting with a broker.
Fixed-rate expiry reminders for a mortgage broker
Contacts existing clients before their fixed rate ends and books a review, so the broker keeps the relationship.
Annual review booking for a financial advice practice
Books every client's annual review, collects the pre-meeting questionnaire and never gives advice itself.
Tenant maintenance request line for a property manager
Logs tenant maintenance requests any time of day, sorts urgent from routine and gets the right tradesperson moving.
Rental viewing booker for a property manager
Answers questions about vacant rentals and books prospective tenants into viewings.
Open home follow-up calls for a real estate agent
Calls every open home attendee the next day to gather feedback and spot serious buyers, in the agent's own voice if they choose.
Missed-call catcher for a plumbing business
Answers the phone when the plumbers are on the tools, books the job and texts the details to the right person.
Booking line for a physiotherapy clinic
Books, moves and cancels appointments over the phone so the front desk can look after the people in the clinic. Admin only, nothing clinical.
Appointment reminders and rebooking for a health clinic
Sends reminders, handles replies like "can I change it?" and fills cancelled slots from the waitlist. Admin only, nothing clinical.
Reservations line for a restaurant
Takes bookings, answers menu and dietary questions and handles changes during service, when nobody can get to the phone.
First-round candidate screening calls for a recruitment agency
Calls applicants for a role, asks the agreed screening questions and books shortlisted people with the consultant.
Trial follow-up for a software company
Emails and calls trial users based on what they've actually done in the product, and books help for the ones who are stuck.
Membership renewals for a sports club
Reminds members to renew, answers fee and grade questions from the member database and keeps volunteers out of the chasing.
Daily briefing call for a business owner
Calls the owner at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser from your accounting data
Works through overdue invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Web chat agents
A chat and voice widget on your website that answers, qualifies and books.
Email agents
Triage the inbox, draft or send replies from your knowledge, escalate the rest.
Agents on your data
Answers from your own database and systems, not a generic script.
Internal agents
For your own team: ask the business anything, log work, chase money.
Tell us what your phone and inbox look like.
Thirty minutes with Sam. Bring the calls you miss and the emails you answer every week, and we will show you which agent to build first.
Book a discovery call →