AI voice agent for customer outreach

Database reactivation
— a voice agent scenario
inside the solters platform

A voice agent can call a selected dormant segment, find out whether the customer is interested and pass an agreed next step to your team. Review each result inside the solters platform.

See the workflow Discuss the scenario
Your team selects the segment Review each conversation Sales rep takes the next step
Application scenarios

Voice agent scenarios

Read illustrative dialogues. Audio examples are pending review for the international version.

Inbound conversation

Example: clarify the request and hand it to a person.

UtilitiesServiceMedicineFinance
Illustrative dialogue · audio pending review

Customer: I have a question about the terms.

Agent: I can record it for a sales rep.

Text
—Goal
—Context
—Handoff

Dormant customer reactivation

Example: reconnect with a selected customer segment.

TelecomE-commerceB2B suppliersInsurance
Illustrative dialogue · audio pending review

Agent: Is it a good time to revisit your earlier request?

Customer: Yes, please ask a sales rep to contact me.

Text
—Goal
—Context
—Handoff

Lead qualification and warming up

Example: qualify interest before a sales rep takes over.

FinanceReal estateHR and recruitingTourism
Illustrative dialogue · audio pending review

Agent: What matters most to you now?

Customer: I would like to discuss timing with a sales rep.

Text
—Goal
—Context
—Handoff

Script flexibility

Example: ask a question within the agreed scenario.

UtilitiesServiceTelecomConstruction
Illustrative dialogue · audio pending review

Customer: Can we change the terms?

Agent: I can pass that question to your team.

Text
—Goal
—Context
—Handoff

Make an appointment

Example: agree on the next contact.

MedicineTourismFitnessEducation
Illustrative dialogue · audio pending review

Customer: I would like to agree on the next step.

Agent: I will pass your request to the responsible person.

Text
—Goal
—Context
—Handoff

Open response

Example: explain that the caller is speaking with a voice agent.

B2B salesCall centersServiceFinance
Illustrative dialogue · audio pending review

Customer: Who am I speaking with?

Agent: I am a voice agent and can connect you with a person.

Text
—Goal
—Context
—Handoff
How does this work

Prepare the reactivation scenario

Your team sets the segment, reason to call and rules for passing the result to a sales rep.

Choose customers

Define the segment and a suitable reason to contact them.

Your team sets the list and boundaries.

Call analysis · analysis in progress
Calls—↗ reviewed
Audio minutes—↗ reviewed
Leader scriptTo discuss↗ compliance
✓The best answers to objections are:foundExamples
✓Submitting price from the leader -into the script—
!The weak point of the department isinviting a meeting—
✓Reasons for refusals -groupedCategories
Script Builder Save
ContextConversation planToolsKnowledge Base
Starting a conversation
AgentOlivia, hello! You recently looked at[product in CRM]— would you like to hear the current options?
Conversation plan · agent steps
—State the reason for the call -your best manager's pitch
—“Expensive” / “call back” -answers from your best calls
—Agree on the order -outcome and task in CRM
+ Add step
Transfer to manager- if the client is ready to buy
Agent in action · example
Called—↗ today
Meetings—↗ booked
In CRMTo discussrecords + results
✓Meeting -—lead
✓The objection is “expensive” -worked out—
✓Result of the call -in the deal cardCRM
Call list “Dormant customers”—

The screens illustrate the workflow.

Discuss a scenario for your customer base

Start with the segment, reason to call and desired outcome.

Scope and capabilities are confirmed for your team.

SCENARIO
REACTIVATION
By workflow
  • Selected customer segment
  • Reason to reconnect
  • Questions and allowed answers
  • Sales rep handoff rules
  • Call outcome review
The form below is a preview only.

Discuss the scenario

Enter an international number

We will respond to your inquiry

Preview only: this form does not send data. Write to mail@solters.io

PLANNING

What to prepare for reactivation

Discuss the segment, previous purchase context and sales rep handoff criteria.

This is a planning guide, not a sales or revenue forecast.

Conversation plan
Segment—
Reason—
Next step—
Outcome review —
Discuss your contact list
Illustrative scenarios

How teams could use voice AI

These cards illustrate possible conversations; they do not report customer results.

EDelivery confirmation
Logistics

The agent checks the address and timing, then passes the agreed next step to a person.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
GInbound qualification
B2B

The agent clarifies the buyer’s request and passes context to a sales rep.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
EEarlier request follow-up
Distribution

The agent asks whether the need is still relevant and records the next step.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
EAppointment confirmation
Services

The agent checks the preferred time and flags questions for a person.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
SInterest qualification
Education

The agent clarifies the inquiry and offers a handoff to a specialist.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
FConversation reactivation
Fitness

The agent asks about current interest and passes the answer to a sales rep.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
EDelivery confirmation
Logistics

The agent checks the address and timing, then passes the agreed next step to a person.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
GInbound qualification
B2B

The agent clarifies the buyer’s request and passes context to a sales rep.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
EEarlier request follow-up
Distribution

The agent asks whether the need is still relevant and records the next step.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
EAppointment confirmation
Services

The agent checks the preferred time and flags questions for a person.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
SInterest qualification
Education

The agent clarifies the inquiry and offers a handoff to a specialist.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
FConversation reactivation
Fitness

The agent asks about current interest and passes the answer to a sales rep.

CallCustomer context
HandoffNext step
◎Illustrative scenariosNo customer result implied
Industry solutions

Customized to suit how you sell

Conversation examples for different teams; review each scenario for your workflow.

Logistics and delivery

Clarify the request and pass the next step to a person.

Scenario example

Auto parts and B2B trade

Clarify the request and pass the next step to a person.

Scenario example

Medicine and services

Clarify the request and pass the next step to a person.

Scenario example

Online Schools and EdTech

Clarify the request and pass the next step to a person.

Scenario example

Fitness and memberships

Clarify the request and pass the next step to a person.

Scenario example

Industry and sales

Clarify the request and pass the next step to a person.

Scenario example
CONFIGURATION

Configure the module for your workflow

Discuss the conversation scenario, call review and handoff to your team. Terms follow the workflow review.

Scenario
Scenario
What the agent should handle
What the agent should handle
Discuss the module
What to discuss:
  • Conversation goal
  • Context and boundaries
  • Questions for the customer
  • Sales rep handoff rules
  • Recording and transcript where configured
  • Call outcome for the team
  • Scenario review
  • CRM connection when agreed
Review
Review
How your team reviews a call
How your team reviews a call
Discuss the module
What to discuss:
  • Conversation goal
  • Context and boundaries
  • Questions for the customer
  • Sales rep handoff rules
  • Recording and transcript where configured
  • Call outcome for the team
  • Scenario review
  • CRM connection when agreed
Connection
Connection
How the next step reaches a person
How the next step reaches a person
Discuss the module
What to discuss:
  • Conversation goal
  • Context and boundaries
  • Questions for the customer
  • Sales rep handoff rules
  • Recording and transcript where configured
  • Call outcome for the team
  • Scenario review
  • CRM connection when agreed
  • Conversation goal

Module scope and connection terms are confirmed for your workflow.

Data and security

Discuss your data requirements

Agreed access

Confirm permissions and data handling before connection.

Data handling

Confirm storage location, retention and access for your configuration.

CRM connection

Agree on the system, permissions and transferred data before setup.

CRM and telephony compatibility is assessed for your setup.
Answers to questions

Still have questions?

The scenario should identify the voice agent and allow a handoff to a person.
Agree on allowed answers and handoff rules before use.
Timing depends on the scenario, data, telephony and agreed connections.
Agree on permissions, data scope and retention before connection.
Calls can be reviewed in the platform; available data depends on configuration.
Discuss changes and review them against the chosen scenario.
Your team defines handoff conditions and the next step for a person.
Module scope and terms follow the review of your workflow.
Discuss capacity and limits during scenario setup.
Confirm the supported system and whether a connection is needed before setup.
Discuss inbound and outbound scenarios separately.
Agree on review criteria and inspect the outcome of each conversation.
Review language and speech quality for the target market before publishing examples.
Transferred fields depend on the configured connection.
Yes. Start with a suitable segment and agree on a reason to contact it.
SCENARIO

Discuss reactivation for your customer base

Tell us which customer segment you want to contact. We can discuss the conversation scenario, review and handoff to your team.

Selected customer segment Reason to reconnect Sales rep handoff criteria Call outcome review

Write to us to discuss the scenario.

Enter an international number

Preview only: this form does not send data. Write to mail@solters.io

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