Outbound Agent for your Company.

Deploy an automated outbound agent for your company. Set up AI-powered sales and outreach using Vapi.ai and Make.com step by step.

1. Prerequisites

Before Starting you need to create an account in:

• vapi.ai
• Make.com

You'll need to make copies of these two sheets:

• Make.com - For automation workflows
• Clients Database source (you can alternatively use a CRM as the trigger)
• End of Call Report:

Let's start with Vapi. After creating your account, navigate to the Assistant section to

Edit this Prompt for your Use case:

After replacing all the variables (using ChatGPT and your knowledge base) to create your VAPI, you can test it using the top button.

Next, we'll go to Make to import these two templates:

• First one is for making the call:

You can set up all the details there. For a quick demonstration of how Make works, watch this short video:

https://www.youtube.com/watch?v=JSA2oezQWOU&ab_channel=KevinStratvert

After that, grab your assistant_id and phone_number_id from VAPI and replace them here:

Finally, add a new row in the sheet and your AI Voice Agent will be ready to use.

2) Now We need to Connect Vapi with Make so we can log all the informations about the call:

To do so we need to import the second Make Template:

Resources

If You need Anything

This AI Voice Agent workflow is just a basic example of what's possible. Every business has unique needs, workflows, and integrations that require customized solutions. Here's what you can expect when working with us:

Real World Example:

We recently helped a real estate agency automate their lead qualification process. Their AI Voice Agent:

• Prescreens potential buyers and sellers
• Schedules property viewings automatically
• Collects detailed requirements and preferences
• Integrates with their CRM and calendar systems

Customization Possibilities:

• Integration with your existing tools (CRM, scheduling, email marketing)
• Custom conversation flows based on your sales process
• Advanced reporting and analytics
• Multi-language support

Book a Free Consultation: Schedule a 30-minute call

Next Steps:

To get started with implementing your own AI Voice Agent, follow these steps:

• Review the documentation and templates provided above
• Create your accounts on Vapi and Make.com
• Book a consultation if you need guidance or customization

Looking to transform your business with AI?

Want this running in your business, not just on this page? We build it into your stack or book a free consultation to scope it.

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