Agentic outbound sales agent · Alebex
Solutions / Use cases

An outbound agent that works the list and books the meeting.

A lead enters, the agent calls it, qualifies it in conversation and books the meeting — then keeps the thread going by text and email. This walkthrough shows the general shape, not a claimed customer outcome.

9:41 Illustrative
AX Alebex agent Inbox · AI-written AI written
Continued from voice and SMS
FromAlebex
ToMarcus
SubjectYour first qualification batch is booked
AX Alebex Hi Marcus — following up on our call and messages: the first batch is qualified and the warm leads are booked. Summary attached. Reply here any time if you want me to hand off to a human.
One conversation · One memory Email · picks up where the call left off
Status Illustrative walkthrough The sequence below describes how an agent would run this workflow.
On this page How it runs Where it stops Related walkthroughs Live demo
How the workflow runs

Lead to booked meeting

One list, one thread, one record — and nothing restarted between them.

Lead to booked meeting
01 Agentic core
A lead enters the list

From a form, a campaign, or a record already sitting in your systems.

02 Voice
The agent calls

Call recording is disclosed at the start of the call, every time.

03 Agentic core
Qualified in conversation

Intent is read as the person speaks, against the criteria you approved.

04 Agentic core
The meeting is booked

Into a human's calendar, inside the same conversation.

05 SMS
The thread keeps going

Text and email carry the same memory until the meeting is confirmed, or until the contact opts out.

One thread, whichever lane a step sits in.

Where the agent stops

In scope, out of scope

In scope
The agent handles
Working the whole list, not a sampled part of it.
Qualifying against the criteria you approved.
Booking into a human's calendar.
Updating the record and triggering the workflows behind it.
Honouring an opt-out immediately, on every channel.
Out of scope
The agent hands off
The sales conversation itself.
Any commitment that sits outside the approved answers.
Anyone who asks to speak to a person.
Anything the guardrails stop mid-sentence.

The agent opens the door. A person walks through it.

How the thread moves
Context enters
The criteria arrive with the record.

The conversation starts from the workflow you approved, not from a blank prompt.

Context leaves
The thread and the fields move together.

A person receives the conversation at the point where human work begins.

The handoff

The agent opens the sales conversation. A person owns what follows.

The walkthrough resolves at the boundary it was designed for: qualification, booking and a complete thread ready for a human to continue.

Live demo

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