SalesRobot

Add prospects to SalesRobot campaigns and check outreach status during a call.

Connect SalesRobot to your AgentCalls agent and it can work with your LinkedIn outreach while the call is happening. Your agent can check which campaigns are running, look up a prospect's sequence status, and add a new lead to a campaign when a caller gives you the details. It can also pull a LinkedIn profile or recent posts so your team has context before a follow-up. Your agent works only with the LinkedIn accounts and campaigns you have connected in SalesRobot.

What your agent can do with SalesRobot

  • Add an identified LinkedIn prospect to a SalesRobot campaign during a call
  • Check where a prospect is in a campaign sequence and whether messages were sent
  • List active campaigns and prospects on your connected LinkedIn accounts
  • Look up a LinkedIn profile or recent posts before a follow-up call
  • Check synced inbox threads so your agent can tell a caller about recent replies

SalesRobot exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Checking on a prospect before a call

  1. Caller

    Hi, this is Dana Whitfield from Brightline Logistics. I wanted to check if my colleague Tom already reached out to Marcus Osei about the freight audit.

  2. Agent

    Let me look that up. Marcus Osei is in the Q3 Freight Outreach campaign. The first two messages were sent, and the third step is scheduled for Thursday at 10:00.

  3. Caller

    Perfect, so he hasn't replied yet?

  4. Agent

    No reply yet. I can note that you called, and Tom can see this when he reviews the campaign.

Adding a new lead from a phone call

  1. Caller

    I met a facilities director at the Gulf Build Expo yesterday. His name is Khalid Al Mansouri, and he is at Harbor Facilities Group.

  2. Agent

    Thanks. I can add him to your Expo Follow-Up campaign. Can you give me his LinkedIn profile link so I add the right person?

  3. Caller

    Sure, it's linkedin.com/in/khalid-almansouri-fm.

  4. Agent

    Done. Khalid Al Mansouri is now in the Expo Follow-Up campaign and will start the sequence on your next send window.

Recent activity before a follow-up

  1. Caller

    Can you tell me if Priya Raman posted anything on LinkedIn this week? I want to mention it in my email.

  2. Agent

    Yes. Priya Raman posted on Monday about hiring for her clinic operations team. I can read you the first lines so you can reference it.

  3. Caller

    That's useful. Please add her to the Clinic Partners campaign as well.

  4. Agent

    Added. She is now in the Clinic Partners campaign and her sequence starts tomorrow morning.

How to connect SalesRobot

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect SalesRobot

    From Integrations in the dashboard, choose SalesRobot and enter the connection details from your SalesRobot account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the SalesRobot actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does SalesRobot work during the call or after it?

Both. Your agent can look up campaign and prospect status, pull a LinkedIn profile, and add a prospect while the caller is on the line. Anything it records is saved so your team sees it afterward.

What do I need to connect SalesRobot?

You need an active SalesRobot account with your LinkedIn accounts connected. Enter your SalesRobot credentials in the AgentCalls dashboard under Integrations, then choose which LinkedIn account the agent should use.

Which plan includes SalesRobot?

Integrations are included from the AgentCalls Growth plan. Your SalesRobot subscription is billed separately by SalesRobot.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with SalesRobot.

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