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Outbound follow-up agent

Makes reminder, recall and follow-up calls at scale.

Book a discovery callHow we build it
What it does
01Recalls, reminders and renewals
02Two attempts plus an SMS fallback
03Respects calling hours and opt-outs
Live at Brightline Dental
Calling patients due a check-up
Example from this weekRecall campaign · 52 c

How it works

01Your number forwards to the agent
02It answers in a natural voice and follows your script
03It takes action in your systems while on the call
04Anything sensitive goes to your team with a summary

Used in

Clinics & hospitalsNo patient left on hold.Read the use case →Wellness & fitnessTrial classes booked from every call.Read the use case →Real estateEvery buyer call, qualified.Read the use case →Restaurants & hospitalityReservations without the ringing phone.Read the use case →Auto dealershipsService bays booked, leads qualified.Read the use case →

Your first 30 days

Week 1Blueprint signed off: scripts, rules and success measures
Week 2Built and connected to Twilio and RingCentral
Week 3Tested with your team on real examples
Week 4Live, with daily monitoring and a day-30 results review
Works with

The tools you already use.

Twilio
RingCentral
Google Calendar
Outlook
HubSpot
Salesforce
Clio
Dentrix

Setting up a calling list

Outbound work starts with a list and a reason. You tell us who should be called, such as clients due for a check-up or customers with a renewal coming, and what the call should achieve. We agree the wording and what the agent can offer. Your team signs off on the list before any campaign runs, so nobody is called by surprise.

Calling hours, retries and opt-outs

The agent only calls within the hours you set. Each contact gets two attempts, and if neither connects, an SMS follows. Anyone who asks not to be called again is added to an opt-out list, and the agent stops. Call permissions and consent differ by country and by industry, so we check the rules that apply to you during the blueprint, and your team stays responsible for the lists. When a call goes well, the agent can book straight into the calendar.

  • Calling hours set per campaign
  • Two attempts, then an SMS
  • Opt-outs honoured and recorded
  • Outcomes logged for every contact

Reading the results

After each campaign, look at who picked up, who booked, who asked for a call-back and who opted out. Those numbers tell you if the message is right. If many people hang up early, the opening line probably needs work. We adjust and run the next batch. Campaigns do best when they are small, focused and tied to one clear action.

Before the first campaign, agree what a good outcome is. It might be a booked visit, a confirmed renewal or simply an updated phone number. Name one outcome per campaign. A single clear goal keeps the call short, and it makes the results easy to read when the batch is finished.

FAQ

Questions,
answered.

All questions →

Yes. The agent introduces itself as an AI assistant, and callers can ask for a person at any time.

The rest of the team
Inbound receptionistBooking agentLead qualifierAfter-hours agentCall summary agent
NewsletterAI automation, once a month.New use cases, prompts and guides. No spam.

Never miss a call again.

01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it
Discovery call · 30 minVideo call with the rainmindz team
Pick a day · November
Pick a time · Mountain Time