This bundle of AI voice agents through Thoughtly AI consists of AI voice agents as SaaS. We send you an onboarding form post-purchase, which we have you complete and then once we receive it, we begin your custom buildout. Typically, expect 2-3 business days per bundle average, although some are sooner. When we have them completed, we will notify you by email with instructions and training.

• We customize our AI agents with your preference of name, gender, language, accent, and live transfer numbers or calendars (Calendly or Secret Agent Calendar).

  • You receive 6 AI outbound agents with the following sales abilities.

    1) General New Lead - Reaches out to new leads to qualify interested parties for quote.

    2) General Aged Lead - Touches base with leads who prior did not become clients.

    3) Contacted Not Quoted - Contacts leads whom you spoke with before but never quoted.

    4) Quoted Not Closed - Contacts leads who were prior quoted recently but went cold.

    5) Lead X-Date - Contacts leads to discuss a quote since their policy is close to renew.

    6) General Cross-Sell - Inquires if they want to add a policy in a general sense.

• We will integrate it within your Secret Agent CRM account for the following expectations.

  • We import post-call the summary, call recording URL, and call response tags for each agent. These can be put into the same integration or separate depending on your need.

  • Any questions or concerns, please send to [email protected] and allow 1 business day to respond.