Outbound AI voice agent for reminders, surveys and win-back campaigns
The agent calls your contact list on a schedule or on a CRM event. It reminds customers of visits, runs surveys, brings back lapsed buyers and records every answer on the customer card.
What hurts
Your customer base keeps growing, but nobody has time to call it. Sales reps only manage the hot leads. Thousands of past buyers just sit in the CRM.
Visit and payment reminders are done by hand or by text messages nobody reads. The customer forgets and does not show up. The slot is lost, and so is the revenue.
When a calling campaign does happen, results get lost. Some reps fill in the spreadsheet, others do not. Nobody can say how many people answered, what they said or who needs a callback.
What we build
- Call queues with schedules, hourly limits and retries when the customer does not pick up
- Campaign start from a list, a Google Sheet or a CRM event such as a new deal stage
- Scenarios for the task: reminder, confirmation, NPS survey, win-back, event invitation
- Calls in English, Polish, Ukrainian and other languages, chosen per contact
- Personalised calls using CRM data: name, last purchase, visit or payment date
- Hot leads handed to a sales rep live on the call or as a callback task
- Every call outcome in the CRM: status, answers, tags, do-not-call requests
- Campaign report: connects, answers, refusals, reasons and a recording of each call
What you get
- Configured call queues and scenarios in the Happ dashboard
- Integration with your CRM or sheet to start campaigns and store results
- A test suite with typical and difficult customer replies
- A campaign dashboard with recordings and transcripts
- A guide for launching new campaigns on your own
How we measure the result
- Connect rate across the campaign list
- Share of customers who confirmed a visit or answered the survey
- Customers reactivated and repeat orders after the campaign
- Share of handovers to sales reps and what they led to
Systems and stack
Industries
Questions
How much does an outbound AI voice agent cost?
Development starts at $5,000. The price depends on the number of scenarios, integrations and queue rules. Call and telephony minutes are billed separately by usage. Before we start, we estimate the campaign cost for the size of your list.
Is it legal to call customers with an AI agent in the EU?
You can call people who consented to contact or are existing customers, following GDPR and local rules. The agent introduces itself, names your company and discloses it is an AI, as the EU AI Act expects. Opt-outs go to the CRM and the number leaves all queues.
Which phone system does the agent call from?
Yours. We connect over a SIP trunk or your cloud telephony, so the customer sees a familiar number. You can also set aside a dedicated campaign number. We tune concurrent lines to what your PBX supports.
What if a customer asks something outside the script?
The agent searches your knowledge base. If there is no answer, it says a colleague will follow up and creates a CRM task. AI sometimes gets things wrong, so we review new questions every week and add them to the test suite.
How fast can the first campaign go live?
The full project takes 4–6 weeks. A pilot campaign on a small part of the list runs before the full system is ready. You hear real calls and adjust the script before mass calling starts.
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We reply within one business day. 30 minutes to tell you whether it is worth doing and what it costs.