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.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
From the example Instant lead callback.
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Worked examples
Outbound and SMS examples.
Lead callbacks, reminders, renewals, screening calls and payment follow-up across industries.
Settlement and closing updates
Texts and calls clients at each milestone of a commercial property closing, so the real estate team stops fielding "has it closed yet?" calls.
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Client document chaser
Follows up business clients for missing year-end records by email, text and a friendly call, and tells the team which jobs are ready to start.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Payroll query desk for outsourced payroll clients
Answers pay questions from the employees of outsourced payroll clients: payslips, leave balances, pay dates and cut-offs, by phone, chat or text.
Instant lead callback
Calls every new website or referral lead within minutes, asks the qualifying questions and books the right adviser from a team of 40.
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Annual review booking
Books every client's annual review across the firm's advisers, collects the fact-find update and never gives advice itself.
Seminar follow-up
Registers guests for the firm's workshops and briefings, then calls or emails each one afterwards to answer questions and book a free first meeting.
Know-your-customer document chaser
Chases every new account's missing identity and ownership documents by portal message, text and phone, so accounts can be funded on time.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Commercial client onboarding
Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Webinar follow-up calls
Calls webinar guests after the event, sends the recording, picks up on the questions they asked and books calls with the presenter.
Client meeting scheduler
Books design reviews and client meetings around the architects', engineers' and clients' calendars, and sends the drawings ahead.
Leasing inspection booker
Answers business enquiries about vacant office, retail and industrial space from the listing records, and books inspections with the leasing team.
Rent arrears calls
Calls commercial tenants whose rent invoice is overdue, records when it will be paid, sends the invoice details and hands disputes and hardship to a person.
Candidate screening calls
Calls applicants for a client's role, asks the agreed screening questions and books shortlisted people with the consultant.
Candidate questions chat
Answers candidates' questions about roles, fees and the process, and tells each applicant where their own application is up to.
Interview scheduler
Contacts shortlisted candidates, books them into the client's interview panels and handles the reschedules.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Proposal follow-up calls
Calls prospects a few days after a proposal goes out, hears their concerns and books the next conversation.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Course enquiry callback
Calls every new programme enquiry back within a working day, answers the first questions and books a call with an admissions adviser.
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Cash and debtor-days briefing for the finance lead
Calls the CFO every Monday with cash, debtor days, the accounts driving them and the low point in the 13-week forecast.
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Quarterly account health check calls
Calls each customer's workspace admin every quarter with their account numbers, asks the health check questions and books the customer success manager when something needs attention.
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
Daily five-minute learning check-in
Sends each staff member a five-minute learning check-in every morning, with realistic questions on the week's topic and instant feedback.
Approval chaser for purchase orders and contracts
Chases approvers for waiting purchase orders and contracts, explains each one in a sentence and records the decision.
Weekly KPI check-in calls with team leads
Calls team leads each Monday about last week's KPIs, asks about anything off target and writes their explanation into the weekly pack.
Staff engagement pulse check-ins
Runs short, confidential engagement check-ins with staff by voice in their own language, and turns the answers into team-level themes.
Exit interviews by voice
Runs exit interviews by voice in the leaver's language, asks the follow-up questions that matter and gives HR a clear, confidential summary.
Policy attestation reminders and questions
Reminds staff who haven't finished their annual policy attestation, answers what they're confirming and passes anything that needs a disclosure to compliance.
Audit evidence requests to process owners
Contacts process owners about open audit evidence requests, explains exactly what is needed and tracks every item until it's uploaded.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
Brochure download follow-up
Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.
Alumni event RSVPs and questions
Takes RSVPs for alumni events, answers questions about guests, venue and dietary needs, and runs the waitlist when an event is full.
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Subcontractor insurance and licence chaser
Tracks every subcontractor's insurance, licence and safety agreement, chases updates before they expire, and checks what comes back before compliance verifies it.
Shift absence line for production staff
Takes calls and texts from staff who can't make a shift, tells the supervisor straight away, records the absence and starts filling the shift.
Filling open shifts from the casual pool
Texts casual staff who hold the right skills about an open shift, shares hours fairly, and books the first person who says yes.
Reference check calls for shortlisted candidates
Contacts the referees of shortlisted candidates, books a short call at a time that suits them, asks the hiring manager's questions and writes up the answers.
Licence and training renewal reminders
Tracks forklift licences, food safety and first aid certificates, reminds staff before they expire and books them into the next refresher course.
Probation check-ins for new starters
Checks in with new starters during probation, passes on anything they raise, and books the probation review with their manager on time.
IT checklist for staff who are leaving
Runs the IT leaver checklist when someone resigns: books the device return, makes sure accounts and licences are switched off on the last day, and confirms each step to the manager.
Driver licence and medical expiry chaser for trucking firms
Reminds drivers before a licence, medical or dangerous goods ticket runs out, collects a photo of the new card, and tells dispatch when someone cannot be rostered.
Fatigue concern line for truck drivers
Lets any driver or dispatcher report that they are too tired to drive or are being pushed past their hours, at any hour, and gets the run re-planned straight away.
Incident and near miss report line for trucking firms
Takes the first report of a crash, load shift, injury or near miss from a driver, checks everyone is safe, tells the right people and opens the incident record.
Pre-start defect reporting for trucking fleets
Takes faults found in drivers' pre-start checks, logs them with the workshop, tells the driver whether the vehicle can go under the workshop's rules, and tells dispatch.
Customer site induction tracker for transport companies
Keeps track of which drivers hold a current induction for each customer site, reminds them before one expires, and tells dispatch who can be sent where.
Client seminar registration for accounting firms
Takes bookings for an accounting firm's client seminars by chat, email or phone, sends the invite and reminders, records dietary needs and fills cancelled seats from the waitlist.
Webinar follow-up for accounting firms
Contacts everyone who registered for an accounting firm's webinar, sends the recording to those who missed it, and offers a short call with an adviser.
Referral partner event RSVPs for accounting firms
Sends invitations to the bankers, lawyers and brokers who refer clients, takes RSVPs and plus-ones, chases the undecided and gives the partners a final guest list.
Guide download follow-up for accounting firms
Follows up people who downloaded one of an accounting firm's guides, answers questions about what the guide covers, and books a free first meeting when they want one.
Invoice approval chaser for restaurant and pub groups
Chases venue managers and head chefs to approve supplier invoices before the weekly payment cut-off, records why an invoice is wrong, and tells accounts payable what is stuck.
Month-end close and cost pack desk for hospitality groups
Reminds every venue of its month-end tasks, collects stocktake counts and uninvoiced deliveries, tells the group accountant what is missing, and gives venue managers their food, drink and wage cost once the pack is out.
Staff expense claims desk for restaurant and bar groups
Takes staff expense claims by text with a receipt photo, checks they have the details the policy asks for, sends them to the venue manager to approve, and tells staff when they will be paid.
New starter induction guide for physiotherapy clinic groups
Walks new physios and front-desk staff through their first two weeks: what to read, which sessions to attend, which systems to learn and who to meet, and tells the education lead what is outstanding.
CPD and mandatory training tracker for allied health clinics
Tracks each clinician's CPD hours and mandatory training, reminds them before anything expires, books in-house sessions, and sends external course requests to the education lead for approval.
Stock and price lookup for wholesale sales reps
Answers sales reps on the road about stock on hand at each warehouse, incoming stock dates, pack sizes, substitutes and a customer's price tier, and sends special price requests to the sales manager.
Warehouse procedures lookup for distributors and wholesalers
Answers warehouse staff and drivers who ask how something is done, such as returns, short picks, damaged stock and cold chain checks, from the written procedures, and sends anything out of range to the right manager.
Who handles what staff directory for wholesale distributors
Tells any staff member who handles what, from credit holds and special pricing to recalls and delivery changes, gives the name and how to reach them, and passes the message on with the details.
Maintenance request line for restaurant and bar groups
Takes reports of broken fridges, beer lines, lights and doors from venue staff, logs each job with a photo and urgency, passes it to the facilities coordinator, and tells the venue when a tradesperson is booked.
Shift close report and handover for restaurant groups
Takes the duty manager's close report by text or voice after each shift, writes a handover for the opening manager, and sends the operations manager one summary of every venue by 8am.
Stock transfers between venues for hospitality groups
When a venue runs short, finds which venue has spare stock, asks that manager to agree, records the transfer at cost so both stock counts are right, and books it on the runner van.
New staff onboarding for restaurant and bar groups
Sends each new starter their first-shift details, collects their employment paperwork through the secure onboarding link, and tells the people manager and venue manager what is missing 48 hours before the shift.
Corporate event client onboarding for function venues
Sets up new corporate function clients once they accept a quote: collects contacts, billing details, guest numbers, dietary needs and the run sheet, and tells the events sales manager what is still outstanding.
Delivery exception line for road freight companies
Takes drivers' reports of deliveries that cannot be completed, with photos and the consignment number, logs them in the transport system, alerts the dispatcher on duty, and passes dispatch's decision back to the driver.
Truck and trailer repair requests for freight fleets
Takes fault reports on trucks and trailers from drivers and depot staff, logs the job with fleet number, odometer and photos, books an overnight workshop slot, and puts drivers on the road straight through to the duty workshop supervisor.
New driver onboarding for trucking and freight companies
Sends new drivers their start details, collects licence, medical, traffic history and payroll paperwork, and tells the payroll officer and compliance manager what is outstanding before the first shift.
Subcontract carrier onboarding for freight companies
Collects insurance certificates, registrations, licences, the signed agreement and bank details from new subcontract carriers, and tells the subcontractor coordinator what is outstanding before they can be given work.
Liquor licence and RSA certificate expiry tracking for restaurant groups
Tracks every venue's licence items and every staff member's RSA, food safety supervisor and first aid certificate, sends reminders before they expire, files the renewed copies, and tells the compliance manager what is still missing.
Allergen enquiry line for restaurant groups
Takes guests' allergy and intolerance questions before they book or on the day, records them on the booking, and passes each one in writing to the head chef, who confirms with the guest.
Food safety incident logging for restaurant groups
Takes reports of temperature problems, pest sightings, foreign objects and unwell guests from any venue, records each one word for word with photos, and alerts the executive chef and venue manager straight away.
Supplier certificate and spec sheet chasing for restaurant groups
Checks every food supplier's food safety certificate, insurance and allergen specification sheets each week, emails suppliers whose documents are about to expire, and tells the compliance manager who is missing what.
Staff IT help line for allied health clinic groups
Answers clinic staff IT questions from the IT guide, logs anything it cannot fix as a ticket with the details the support team needs, and phones the IT manager when a whole clinic cannot work.
Password reset and access requests for allied health clinic groups
Sends staff the right password reset steps, checks the request comes from their own account, and sends every new access request to the manager and IT manager to approve.
Driver sick and absence line for freight companies
Takes sick and absence notices from drivers and warehouse staff at any hour, phones the dispatcher when a run starts soon, and logs every absence for the people manager to decide on.
Shift swap and cover finder for freight depots
Finds staff at the same depot with the right licence who are free and rested, texts them fairly, and sends the swap to the operations manager to approve.
Reference checks for new truck drivers
Contacts each shortlisted driver's referees with the candidate's consent, asks the standard questions, records the answers word for word, and sends them to the people manager.
Driver licence and training expiry reminders for freight firms
Tracks each driver's licence class, endorsements, medical certificate and training, reminds them before anything expires, and tells the health and safety manager on the day it does.
Staff handbook questions for transport and logistics companies
Answers drivers' and warehouse staff questions from the staff handbook and names the section, and passes anything about pay, entitlements or a complaint privately to the people manager.
Customer open day RSVPs for freight and logistics firms
Takes RSVPs for the depot open day, asks who wants the cold store tour, sends confirmations, reminders and directions, and runs a waiting list when it fills.
Trade show lead follow-up for freight and logistics firms
Thanks every person met at a trade show within 2 business days, sends the brochure they asked for, records what they ship, and passes anyone who wants to talk to the sales manager.
Customer review requests for freight and logistics companies
Asks every active customer the same way how things are going and invites a Google review, and passes any problem they mention to the sales manager the same day.
New property manager induction guide for property management firms
Walks new property managers and leasing consultants through their first three weeks: what to read, which inspections to shadow, which systems to learn and who to meet, and tells the training lead what is outstanding.
Routine inspection standards coach for property management teams
Coaches property managers on the firm's routine inspection standard: notice, photos, what to check and when the report is due, and sends new starters' first reports to their senior for review.
Staff training records tracker for property management firms
Tracks each staff member's refresher training and certificates, reminds them before anything is due, books in-house sessions, and sends external course requests to the training lead for approval.
Contractor invoice approval chaser for property management firms
Chases property managers to approve contractor invoices before the weekly payment cut-off, checks the owner's approval is on file, records why an invoice is wrong, and tells the accounts officer what is stuck.
Trust account month-end desk for property management firms
Sends each property manager their unallocated rent receipts and month-end tasks, chases them until they are clear, and tells the finance manager what is still open before the trust reconciliation.
Who handles what staff desk for property management firms
Tells any staff member who handles what, from owner payments and statement corrections to compliance questions and new contractors, gives the name and how to reach them, and passes the message on with the details.
Property file and key register lookup for property managers
Answers property managers on the road about a property's keys, owner maintenance limit, next inspection date and contractor history from the property file, and passes key and file problems to the operations manager.
Inspection report follow-up for rental property owners
Sends owners their routine inspection report, answers questions about what was found and when the next inspection is due, and passes repairs that need the owner's approval to their property manager.
Repair quote approval chaser for rental property owners
Chases owners to approve repair quotes over their maintenance limit, records the approval or the owner's question against the job, and tells the property manager what has come back.
Workshop tablet and diagnostic laptop support
Helps technicians and service advisors when workshop tablets, diagnostic laptops or key cabinets play up, so a bay isn't stopped waiting for IT.
Technician sick and absence line for car dealerships
Takes sick and absence notices from technicians, service advisors and sales staff at any hour, tells the service manager in time to move bookings, and logs each absence for the manager to approve.
Workshop shift cover for car dealer service departments
When a technician or service advisor is off, checks the cover list for people who are free and qualified for the booked work, messages them, and tells the service manager who said yes.
Referee check calls for car dealership hiring
Calls the referees a candidate has named, asks the set questions for the role, writes the answers down in the referee's own words, and sends them to the hiring manager the same day.
Licence and certification expiry reminders for car dealerships
Reminds staff and their managers before a driver licence, refrigerant licence, inspector appointment or training record runs out, collects the renewed copy and updates the register.
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.
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