Optimizing AI Agents for Outbound Call Campaigns
Outbound AI calls are essential for sales outreach, customer follow-ups, and appointment reminders. Properly configuring agent behavior ensures:
✔ Well-structured call scripting for better engagement
✔ Automated call transfers based on user responses
✔ AI adaptability using Freestyle Prompting
✔ Testing and refinement to improve performance
This guide covers how to customize your AI agent’s outbound call behavior in Awaz.ai for maximum efficiency and engagement.
Step 1: Access the Agent Settings
To customize outbound call behavior, follow these steps:
Log into Awaz.ai and go to the Agents section.
Select the AI agent you want to configure.
Click Edit on the Agent, then go to the Prompt tab.
Adjust settings and prompts to match your outbound calling needs.
💡 Tip: Outbound AI agents should have clearly defined objectives to avoid robotic or generic interactions.
Step 2: Define a Call Script & Set Transfer Conditions
A well-crafted call script helps the AI engage users naturally and handle different scenarios effectively.
🔹 Structuring an AI Outbound Call Script
1. Greeting & Introduction
"Hi {{contact_name}}, this is [AI Agent Name] from [Company]. We specialize in [Service]. Would you be open to a quick call to explore how we can help?"
2. Handling a Positive Response
"Great! I’d be happy to schedule a demo at your convenience. What time works best for you?"
3. Handling an Objection
"I completely understand! Many of our clients had the same concerns before seeing great results. Would a short call help clarify?"
4. Closing the Call
"Thanks for your time! I’ll send you more details via SMS. Have a great day!"
💡 Tip: AI agents should not sound overly scripted—use Freestyle Prompting to make responses feel natural and persuasive.
🔹 Setting Up Call Transfers & Follow-Ups
In the Actions tab, configure the following:
✅ Call Transfers
Transfer to a human agent when a customer requests direct contact.
Escalate calls based on predefined conditions (e.g., high-value leads).
✅ SMS & Email Follow-Ups
Send an SMS with next steps if a prospect is interested but unavailable.
Trigger email confirmations after booking a demo or appointment.
📌 Want to automate scheduling? Read our Agent Calendar & Scheduling Guide.
Step 3: Test & Optimize AI Behavior
Once the AI agent is set up for outbound calls, testing ensures that it:
✔ Speaks naturally and confidently.
✔ Handles objections smoothly.
✔ Redirects calls correctly when needed.
🔹 How to Test AI Outbound Calls
Use the Test & Train panel to simulate real interactions.
Run sample outbound calls and analyze AI responses.
Identify areas for improvement, such as delays in response or unnatural phrasing.
Adjust Freestyle Prompting to refine how the AI engages with customers.
💡 Tip: AI agents improve over time with refinements in scripting and response flow.
Scenario Examples for Outbound AI Calls
Here are two realistic outbound AI call configurations, showcasing how Freestyle Prompting refines AI behavior.
Example 1: AI for B2B Sales Outreach
Goal:
An AI sales assistant reaches out to potential business clients to offer a demo of a productivity software.
AI Greeting & Script:
"Hi {{contact_name}}, this is [AI Agent Name] from [Company]. I’m reaching out to introduce how our AI-powered solutions can improve your [business need]. Would you be open to a quick call to explore how we can help?"
Freestyle Prompting Instructions:
✅ Tone: Professional, engaging, and confident—like a knowledgeable sales representative.
✅ Speaking Style: Slightly upbeat but not overly pushy. Adapt responses based on user engagement.
✅ Structured Responses:
If interested: "Great! I’d love to set up a short demo. What time works best for you?"
If hesitant: "Many of our clients had similar concerns before they saw how we increased efficiency by 30%. Would a quick chat be helpful?"
If uninterested: "I completely understand! Would it be alright if I sent you more details via email?"
💡 AI Action Configuration:
If the customer says "Yes", schedule a call via Google Calendar Integration.
If the customer says "No", send a follow-up email with key benefits.
Example 2: AI for Customer Re-Engagement
Goal:
AI reaches out to inactive customers with a special offer to bring them back.
AI Greeting & Script:
"Hello {{contact_name}}, this is [AI Agent Name] from [Company]. We noticed you haven’t used our services recently, and we’d love to welcome you back with an exclusive offer. Would you like to hear more?"
Freestyle Prompting Instructions:
✅ Tone: Friendly, warm, and customer-focused. The AI should sound welcoming and not overly sales-driven.
✅ Speaking Style: Conversational, with a slight urgency to encourage action.
✅ Structured Responses:
If interested: "Wonderful! I can send you the details now. Would you prefer SMS or email?"
If unsure: "I totally understand! Many customers returned after seeing how much value we provide. Would you like a quick rundown of what’s included?"
If uninterested: "No worries! I’ll make a note in case you'd like to hear about future offers."
💡 AI Action Configuration:
If the customer accepts the offer, send a promotional SMS or email.
If the customer is hesitant, schedule a follow-up call for another time.
📌 Want to connect AI calls with scheduling? Read our Zapier Integration Guide.
Need Help?
We’ve got plenty of resources to assist you!
📺 Tutorial Videos: Watch step-by-step guides
🔑 Login / Sign-up: Access Awaz.ai
📖 Help Center: Visit our knowledge base
📧 Support Email: [email protected]