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TrackAgent

An AI appointment setter for leads who asked.

Follow up with people who asked to hear from you: qualify them, answer their questions, and get the right people on your calendar.
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Inbound lead

Illustrative workflow

  1. AI agent

    Hi, this is an automated assistant following up on your request. Can you tell me a bit about what you're looking for?

  2. Lead

    We're exploring options for our support team and want to understand how this would work for us.

  1. Inbound leadRequested contact
  2. QualificationNeeds and fit confirmed
  3. CalendarMeeting requested

How sales follow-up works

  1. 01

    Follow up with context

    Lead reached out

    Illustrative workflow
    Lead
    Prospect · Client B (fictional)
    Interest
    Support automation
    Message
    “I'd like to learn more about how this could work for our team.”

    Leads who requested contact should hear back promptly, with the context of what they asked for.

  2. 02

    Ask what matters

    Qualification

    Illustrative workflow

    1. AI agent

      What are the biggest challenges your team is looking to solve?

    2. Lead

      Faster responses and handling more inquiries without adding headcount.

    3. AI agent

      Understood. Would you like to speak with our team?

    4. Lead

      Yes, please.

    A short set of your qualification questions shows whether there's a good fit.

  3. 03

    Give your team the next step

    Meeting requested

    Illustrative workflow
    Type
    Sales consultation
    Topic
    Discuss support automation
    Next step
    Your team sends the invite

    The meeting request should reach your team with the context it needs for a productive conversation.

AI for sales teams

Better-prepared sales conversations.

Respond to inbound interest, capture the right details, and hand your team the next step, so reps spend their time on the conversations that move work forward.

  • Respond to leads promptly
  • Capture key information
  • Schedule with full context

Meeting summary

Illustrative workflow
Lead
Prospect · Client B (fictional)
Interest
Support automation for their team
Key points
Faster responses · more inquiries · implementation questions

Next step

Meeting requested with your team.

Before a campaign starts

Every campaign should run inside your rules.

Follow-up from an AI sales agent should run within the calling rules your team sets. Settle four things before the first call.
  • Who is calledOnly contacts who asked to hear from you.
  • What is saidThe offer details and claims your team approves.
  • Consent and do-not-callYour record of who agreed to be contacted, and who must not be called.
  • When calls happenThe hours, days and number of attempts that fit your calling policy.

These are your team’s decisions. TrackAgent does not replace your own legal review.

Calling the right people

For leads who asked to hear from you.

In February 2024 the FCC confirmed that calls using AI-generated voices count as “artificial” voice calls under the Telephone Consumer Protection Act, so the called party’s prior express consent is required where the TCPA applies (FCC Declaratory Ruling FCC 24-17).

TrackAgent’s sales use case is follow-up with contacts who requested it, within calling rules your team sets. Review your campaigns with counsel; this is not legal advice.

How to evaluate an AI voice agent

Related reading

Let's talk about your calls.

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