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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 3 weeks ago

Introduction: The Challenge

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

βœ” Reduce the cost of appointment setting and lead follow-ups.
βœ” Improve outbound sales efficiency without increasing headcount.
βœ” 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.

πŸ”Ή Key Adjustments in AI Agent Settings

βœ… 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.

βœ… 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.

βœ… 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.

πŸ“Œ 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:

πŸ“ˆ 30% Reduction in Appointment Setting Costs
πŸ”Ή AI automated lead qualification, reducing the need for manual appointment setters.

πŸ“ˆ 20% Increase in Lead Conversion Rate
πŸ”Ή AI agents ensured consistent follow-ups, improving lead engagement.

πŸ“ˆ Better Scalability Without Adding More Staff
πŸ”Ή 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.

πŸ“Œ 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:

βœ” Save costs on manual lead qualification and sales follow-ups.
βœ” Scale outreach efforts efficiently without overloading human agents.
βœ” 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!

πŸ“Ί Tutorial Videos: Watch step-by-step guides
πŸ”‘ Login / Sign-up: Access Awaz.ai
πŸ“– Help Center: Visit our knowledge base
πŸ“§ Support Email: [email protected]

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