AI Voice Agent CRM and what's app Automation

Key Responsibilities & Workflow ​CRM Integration & Trigger: ​Automatically fetch lead data (Name, Phone Number, Service/Course Interest, Background Notes) from our CRM via API or webhook. ​Trigger outbound calls automatically when a new lead enters the CRM or on scheduled triggers. ​Conversational AI Voice Agent: ​Develop a low-latency, human-sounding conversational voice agent (using tools like Vapi, Bland AI, Retell AI, or LiveKit + Deepgram/ElevenLabs/Cartesia). ​Implement custom prompt engineering to handle interruptions, answer common questions, collect details, and maintain natural flow. ​Accurately categorize and qualify the lead's status (e.g., Interested, Not Interested, Call Back Later, No Answer). ​Data Logging & CRM Updates: ​Write call outcomes, transcripts, recordings, and qualification tags back into the respective CRM contact profile immediately upon call completion. ​Instant WhatsApp Notifications: ​Send instant WhatsApp alerts to the admin/team (via Twilio, Gupshup, Meta WhatsApp Business API, or Make/Zapier) when a lead is tagged as "Interested" or requires immediate human attention. ​Alerts should include: Lead Name, Phone, Status, Key Interest, and Call Summary. ​Automated Follow-Up Sequences: ​Implement multi-step automated messaging sequences across set intervals (e.g., immediate follow-up, Day 2, Day 5, Day 10). ​Deliver customized messages depending on the qualification outcome (e.g., nurture sequence for warm leads, information brochure for requests, check-in for unanswered calls).