AI Voice Agent for Lead Qualification and Trial Booking
When a customer fills out a form, this platform calls them right away. It answers their questions, checks what times are open, and books the appointment for them.
Understanding the problem
Most service businesses handle new leads the same way. A person fills out a form, then a staff member has to notice it, call back, answer questions, check the schedule, and book a time. It's slow, and it doesn't happen around the clock. By the time someone calls, the lead may have lost interest or booked elsewhere.
Solution overview
As soon as a lead fills out a form, the system places a call automatically
An AI assistant talks to the person and answers their common questions
It checks the live schedule during the call and only offers open times
When the person picks a time, it books the slot and confirms by SMS and email
If the first call isn't answered, it retries and leaves a voicemail
How we engineered
The call goes out automatically the moment a lead is saved
During the conversation, open slots are checked live, so nothing gets double-booked
Reminders, retries, and voicemails all run in the background
The retry schedule keeps going even if the server restarts
Voice, scheduling, SMS, and email are tied together into a single flow
The Impact & Results
New leads get a call right away instead of waiting hours or days
Staff don't have to call every lead by hand
Real-time slot checking means no double-booking or offering full classes
Automatic reminders help cut down on no-shows
One dashboard shows every lead, call, and booking, with recordings and transcripts
Tools used & implementation layers
- Next.js
- React
- Tailwind CSS
- Next.js API services
- Node.js
- VAPI (AI telephony)
- MongoDB Atlas
- Twilio
- Resend
- Cal.com
- Inngest
- Vercel
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