Multiply your sales
by 10x without
extending your team

Boost customer retention through proactive follow-ups. Utilize Olivia for the first 2 minutes of every call and let your team close the deals.

Simple 5-step roadmap

Transform Cold Leads to High-Intent Buyers

01

Ingest from CRM.

To re-engage inactive customers, upload a customer list to call without having to hand dial them.

02

AI-Powered Call Distribution

AI-sales automation Call Distribution provide a personalized experience for outbound calls.

03

Automation of Intelligent SMS

If the cold leads don’t respond, follow up with booking links via text message.

04

Transfer and Schedule live calls

Calls from hot leads can be scheduled directly in the calendar or sent to the sales team.

05

Real-time call analytics

Following each call, live call summaries, recordings, and transcripts are added to CRM.

Step-by-step Call setup

Set up your first campaign under 2 minutes

Rebecca’s dashboard gives recruiters full visibility into interview progress, candidate scores, and funnel health, without juggling tools. Below you can see Rebecca’s dashboard views in action.

Step 1: Upload Contact List

To begin adding your new contacts, click the upload (+) button and choose your Excel or CSV file. If you choose the wrong document, you can select the remove option and then upload the correct file before you continue.

Step 2: Choose Outbound Caller ID & Persona

Choose from the dropdown list the Outbound Number you want to use for your campaign. Then choose from the AI Personas for your outbound number that best supports your brand personality and/or locality.

Step 3: Configure Use Case & Pathway

Select your Strategy: General, Acquisition, or Win-back, and the Olivia AI Outbound Calling Software will automatically map your Excel or CSV Spreadsheet Data fields to the required variables. During the configuration process, you can switch back and forth between your custom input variable data and the default variable data.

Step 4: Run a Test Call

To test the workflow before launching your campaign, run a test call. This will allow you to call yourself and listen to the overall conversation flow, how AI customer engagement software handles objections, and audio

Step 5: Validate & Launch

Once the configuration is set up with outbound number, pathway, data to the exact variables, and the CSV or Excel File was processed completely, you will be ready to launch your AI sales platform engine to watch it update your real-time call activity and conversion statistics on the dashboard.

Launch Outbound Calls in Minutes with Olivia AI

See how Olivia AI turns leads into conversations, call recordings, and actionable analytics

Improve results with real-time insights

Call Logs & Analytics

Rebecca’s dashboard gives recruiters full visibility into interview progress, candidate scores, and funnel health, without juggling tools. Below you can see Rebecca’s dashboard views in action.

Dashboard

Manage all operations from a unified dashboard. Track the number of calls, responses to your prospects, and AI-generated summary of all of your interactions.

Call Logs

A complete list of your call history, including a summary of every call, the audio recording of every call, and if the call was answered or not, or received your voicemail. You can filter your call logs by date, status, etc., and you can also export your data or track your live transferred calls made by AI sales automation tool.

Active Calls

Thousands of calls can be processed simultaneously every day from the database. All customer data gets updated in real-time including active and queued calls, giving transparency in the operations and performance.

Call Analytics

Convert raw voice data from each call into actionable business intelligence. Track the number of times your calls were answered, transferred to another department, and the average length of time spent per call to maximize the return on investment.

Schedule Calls

Schedule calls based on time zones to operate efficiently and maximize productivity.

Ready to automate your calls?

Case study

Real results. Real teams. AI Driving Outcomes.

How Olivia AI Engaged 1,092 Calls and Delivered 35 Qualified Transfers for Home Inspection Company

A top Chicago home and commercial inspection firm has leveraged the aid of AI voice assistant from Pete & Gabi to manage its call volume and answer inquiries

How Rebecca AI Processed 11,833 Candidates Without a Single Recruiter

Peterson Technology Partners automated its entire screening funnel, from resume intake to shortlist, and filled roles faster than the manual process ever allowed.

Before You Go

See what AI-driven outreach can do for your team. No commitment. No cost. Start with a free trial and measure real results before you decide anything.

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