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Playbooks

Start with a proven template

11 pre-built voice AI campaigns ready to deploy. Choose a playbook, customise it, and start calling in minutes.

Inbound

Handle incoming calls automatically

Inbound – Reception & Triage

Answer inbound calls, route them or capture structured messages.

Automatic call routing
Message capture & transcription
Caller identification
24/7 availability
Use this playbook

Inbound – After-hours & Voicemail Plus

Handle after-hours calls, collect structured messages and follow-up preferences.

After-hours handling
Structured message capture
Follow-up preferences
Urgency detection
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Inbound – Customer Support L1

Handle level 1 support requests using knowledge base and escalate when needed.

Knowledge base integration
Ticket creation
Smart escalation
Issue resolution tracking
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Outbound

Proactive outreach campaigns

Outbound – B2B Prospecting (SDR)

Cold or warm B2B calls to qualify prospects and book meetings.

Lead qualification (BANT)
Meeting scheduling
CRM integration
Multi-language support
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Outbound – Appointment Reminders

Confirm, reschedule or cancel upcoming appointments.

Automated reminders
Rescheduling flow
Calendar sync
No-show reduction
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Outbound – No-show Reactivation

Contact no-shows to understand reasons and propose new appointments.

No-show follow-up
Reason collection
Rescheduling offers
Pattern analysis
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Outbound – Customer Winback

Contact lost or inactive customers to understand why they stopped buying and propose a return.

Churn analysis
Win-back offers
Feedback collection
Re-engagement tracking
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Outbound – Payment & Invoice Reminders

Softly remind about due or overdue invoices, verify receipt and collect expected payment date.

Payment reminders
Invoice verification
Due date tracking
Escalation workflow
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Outbound – Recruiting Pre-screening

Call candidates for pre-screening: verify interest, experience, availability, expected salary and language.

Candidate screening
Experience verification
Salary expectations
Recruiter summary
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Quote

Price and quote collection

Quote – Supplier Price Requests

Call suppliers to request prices, conditions and availability, and log structured quotes.

Multi-supplier outreach
Price extraction
Condition comparison
Structured data export
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Quote – Services Quote Requests

Call companies and professionals to request quotes for services and compare offers.

Service quote collection
Multi-vendor comparison
Requirement validation
Offer analysis
Use this playbook

Need a custom playbook?

Our team can help you build a tailored voice AI solution for your specific workflow.