Automated Prospecting → AI Voice Calls

Automated Prospecting → AI Voice Calls

Build a workflow that finds new leads on a schedule, makes sure each one has a valid phone number, and calls them with your AI voice agent — fully hands-off.

What you'll build

> Schedule → Find Leads → Ensure Phone Numbers → Condition → Call Lead List (AI Voice) → Notify

Every weekday at 9am, the workflow finds (say) 20 dermatologists in Mumbai, validates and normalizes their phone numbers, and starts a voice campaign that calls each one with your configured agent — inside your calling-hours window.

Before you start

1. A voice agent — create one at Voice → Agents. The Prospecting Outreach (Workflow) template is built for this: it verifies the right person answered, respects "do not call", and flags wrong numbers.
2. An outbound phone number — registered at Voice → Phone Numbers and assigned to the agent.
3. Credits — Find Leads bills each delivered lead for the details it carries: 5 credits for a phone number, 2 for a website, 2 for a LinkedIn profile, and 5 more for an email when requireEmail is on. Calls bill per 15 seconds of talk time, attributed to the workflow's owner.

Step 1 — Schedule trigger

Add a Scheduled trigger. Cron 0 9 * * 1-5 = every weekday at 09:00. The schedule fires in UTC — for 9am IST use 30 3 * * 1-5.

Step 2 — Find Leads (Prospecting)

Add the Find Leads (Prospecting) action:

• prompt — plain language: Find dermatologists in Mumbai who run their own clinic. Variables work too, so one workflow can prospect different audiences: Find {{audience}} in {{city}}.
• searchMode — what kind of lead to find: Local businesses (listings from maps and local directories, with a phone number or website), People (LinkedIn profiles) or Companies (company websites). The default, Auto (decided from your prompt), works it out from your wording, and a role word can change it: interior designers in Kondapur runs as a LinkedIn people search, not a search for design studios. For a calling workflow, choose Local businesses so a change of wording, or a {{variable}} in the prompt, cannot turn the step into a people search. Two more modes find something else, and Auto never picks them: Influencers finds Instagram and X creators within a follower range (3 credits for an Instagram handle, 2 for an X handle), and Conversations finds discussion threads about your prompt, with the people in them (6 credits per thread; maxLeads is then the number of threads). On a schedule, a thread found again on a later run is charged again, so set recencyDays close to how often the workflow runs.
• maxLeads — default 20, max 50. This is also your billing cap for the run.
• requirePhone — set true to only keep leads that already have a phone; leave off and let the next step find more.

The action outputs leads, count, withPhoneCount. A run takes 1–3 minutes — the workflow waits for it.

Step 3 — Ensure Phone Numbers

Add Ensure Phone Numbers with:

• leads: {{steps.<your-find-leads-step>.output.leads}}
• defaultCountryCode: +91 (used when a 10-digit number has no location hint — without it, ambiguous numbers are rejected, never guessed)

This step validates every number (fake-pattern and junk filtering), normalizes to international E.164 format (calls are rejected without it), looks up numbers for leads that have none, and de-duplicates shared lines (two doctors at one clinic = one front desk — it's called once).

Output: withPhone (ready to call), withoutPhone (each with a phoneRejectedReason), and phoneRate.

Step 4 — Branch on results

Add a Condition: {{steps.<ensure-phones-step>.output.withPhoneCount}} > 0.

• Yes → continue to calling.
• No → send yourself a notification ("0 callable leads — review the prompt"), and optionally route withoutPhone leads to an email or WhatsApp sequence instead.

Step 5 — Call Lead List (AI Voice)

Add Call Lead List (AI Voice):

• leads: {{steps.<ensure-phones-step>.output.withPhone}}
• agentId: pick your voice agent from the dropdown
• windowStart / windowEnd / windowTimezone: 09:00 / 21:00 / Asia/Kolkata — strongly recommended. India's TRAI rules require telemarketing calls between 9am and 9pm; the US TCPA expects 8am–9pm local time. Outside the window, calls wait — they're deferred, never dropped.
• suppressRecentlyCalledDays: default 7 — leads already called in the past week are skipped, so re-prospected leads don't get re-called every run.

Each call carries the lead's customer_name, company, title, and location as dynamic variables for the agent's script.

The action creates and starts a voice campaign (visible under Voice → Campaigns) — dialing is throttled to your org's rate limits, permanently-invalid numbers are failed immediately while busy lines get retried, and the campaign pauses itself if credits run out.

Step 6 — Close the loop

Add a Send Notification action summarizing the run, e.g. found vs. calling counts from the step outputs.

To act on call outcomes (interested, callback requested, wrong number), build a second workflow on the Voice → Call Ended trigger — see Acting on AI Call Outcomes.

Costs at a glance

Troubleshooting

• "The lead search didn't finish within Ns" — the step stopped waiting before the search ended. Lower maxLeads (15 or fewer when requireEmail is on) and run the workflow more often; keep searchDepth: quick (default). The search still finishes server-side and may still be charged; its results appear in Discover, not in the run.
• Campaign created but didn't start — the cron dispatcher must be enabled. Start it manually from Voice → Campaigns as a fallback.
• Few leads have phones — phone discovery depends on public sources. Branch withoutPhone leads to email outreach instead of dropping them.