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Case Study: Optimizing Agent Settings for Increased Efficiency

Case Study: Optimizing Agent Settings for Increased Efficiency

Read how optimizing AI agent settings in Awaz.ai helped a B2C business improve lead qualification and sales efficiency.

Updated over a month ago

Introduction: The Challenge

One of our customers, a B2C sales-driven business in the digital marketing sector, faced a major challenge—high costs and inefficiencies in outbound sales efforts. With a small sales team and increasing lead volume, the company needed a solution to:

Reduce the cost of appointment setting and lead follow-ups.
Improve outbound sales efficiency without increasing headcount.
Automate routine sales processes while maintaining a personal touch.

Their sales team was spending over $5,000 per month on appointment setters while struggling with high employee turnover and inconsistent lead follow-ups. The company needed a way to scale without significantly increasing operational costs.


Process: How Awaz.ai Optimized Their Sales Workflow

The business adopted Awaz.ai to automate outbound sales calls and lead qualification, integrating AI agents into their existing workflow.

🔹 Key Adjustments in AI Agent Settings

Freestyle Prompt Optimization

  • Created a structured but flexible script for AI sales agents.

  • Ensured AI Agents used a warm and confident tone for sales conversations.

  • Included automated follow-up responses for hesitant leads.

Call Transfer & Lead Routing Improvements

  • Set up call transfers for high-intent leads to ensure human agents handled qualified prospects.

  • Configured AI Agents to identify objections and push follow-ups via SMS/email.

Testing & Refinement

  • Used the "Test Your Agent" feature to simulate conversations and fine-tune AI responses.

  • Adjusted prompts to better handle common objections and lead hesitations.

  • Monitored AI-generated reports to track conversion rates and engagement trends.

📌 Want to fine-tune AI prompts for better engagement? Read our Fine-Tuning Agent Prompts Guide.


Results: Increased Efficiency & Cost Savings

After optimizing their agent settings, the company saw significant improvements:

📈 30% Reduction in Appointment Setting Costs
🔹 AI automated lead qualification, reducing the need for manual appointment setters.

📈 20% Increase in Lead Conversion Rate
🔹 AI agents ensured consistent follow-ups, improving lead engagement.

📈 Better Scalability Without Adding More Staff
🔹 The company increased outreach volume while maintaining quality interactions.

By fine-tuning AI agent settings and automating outbound calls, the company achieved a higher ROI on lead generation efforts while keeping operations lean.

📌 Looking to scale outbound sales? Read our Setting Up Call Transfer Options Guide.


Conclusion: Key Lessons & Recommendations

Optimizing agent settings in Awaz.ai allowed this business to:

Save costs on manual lead qualification and sales follow-ups.
Scale outreach efforts efficiently without overloading human agents.
Improve response consistency for better customer engagement.

For businesses looking to streamline sales processes and reduce costs, leveraging AI-driven agent optimization can lead to faster lead qualification, better conversion rates, and significant operational efficiencies.


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]

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