AI Voice Agents for Lead Follow-Up and Call Handling
AI voice agents that call new leads from your Google and Meta ads, answer inbound calls, confirm appointments and reactivate old leads, with every call logged in your CRM. BX designs the call flows, sets up the platform, handles consent rules for outbound calling and reviews the calls after launch.
Who this is for
- Businesses running Google Ads, Meta lead forms or landing pages that want every new lead called as soon as the form is submitted
- Clinics, dental practices and service businesses with no-shows that want appointment confirmations and reminders by phone
- Home services, solar, real estate and education teams with old leads in the CRM that were never followed up
- Sales teams that want an AI phone agent to qualify leads and book calls so closers only speak with ready buyers
- Contact centres and support teams that want a conversational AI IVR to route callers by intent instead of keypad menus
- Businesses that already have an AI receptionist and want outbound calls and more call flows on the same system
Problems we solve
- ✕Leads from paid ads wait too long for a callback and book with whoever calls first
- ✕Hundreds or thousands of old leads sit in the CRM with no follow-up
- ✕No-shows waste appointment slots because confirmations are not sent or not answered
- ✕Inbound callers wait in a keypad menu or on hold before reaching the right team
- ✕Sales staff spend their time dialling unqualified leads instead of closing
- ✕Outbound calling is set up without a clear record of consent, which creates legal risk
What is included
Inbound call handling
Voice agents that answer, qualify and route inbound calls, book appointments and take messages, including after-hours and overflow calls. For a single front desk flow, see our AI receptionist service.
Speed-to-lead callbacks
When a lead submits a Google Ads lead form, Meta instant form or website form, the voice agent calls them as soon as the form arrives, asks your qualifying questions and books them into your calendar or transfers them to a salesperson.
Lead reactivation campaigns
Outbound calls to past leads and customers who gave consent, with a script built around a current offer or reason to talk, and results written back to each CRM record.
Appointment confirmations and reminders
Calls that confirm, reschedule or cancel upcoming appointments and update the calendar, paired with text reminders for people who do not pick up.
Surveys and follow-up calls
Post-service check-ins, review requests and short surveys, with answers saved to CRM fields you can report on.
Conversational AI IVR
Callers say what they need in their own words and the voice agent routes them to the right team or flow, with a summary passed along so the caller does not repeat themselves.
Platform, voice and number setup
We build on Retell AI, Vapi or GoHighLevel AI Employee, choose the voice and language model, tune response speed and interruptions, and set up phone numbers through providers such as Twilio. Accounts are created in your business name.
CRM and calendar integration
Connections to GoHighLevel, HubSpot, Zoho, Salesforce or Pipedrive and to Google Calendar, Outlook or Calendly, with n8n, Make or Zapier for anything else. Each call logs the outcome, summary, recording and next step.
Outbound consent and compliance setup
Consent wording on your lead forms, consent fields in the CRM so the agent only calls contacts who agreed, calling-hour limits, opt-out handling and an AI disclosure in the opening line.
Reporting and call review
A monthly report on calls placed and received, connect rate, qualified leads, bookings and transfers, plus regular review of call recordings to improve scripts.
What you get from it
Leads are called while they are still interested
The callback starts when the form is submitted, at any hour, so leads from your ads hear from you before they move on.
One system for several call types
Inbound, callbacks, reminders and reactivation run on one platform and one CRM, with the same rules, reporting and handoff to your team.
Built by the team that runs your ads
BX manages Google Ads, Meta ads and SEO, so the voice agent can use campaign tags to tailor the script and report bookings back to the campaign that produced them.
Compliance planned from the start
Consent capture, opt-outs and calling rules are part of the build, not an afterthought, which matters most for outbound calls.
Your team handles the conversations that need a person
The voice agent qualifies and books; your staff take the transfers, the complex questions and the sales conversations.
How we work
Use case and data review
We agree which call flows to start with, check your lead sources, CRM data and consent records, and set the measures for success, such as booked appointments or qualified transfers.
Call flow design and scripts
We map each flow, including objections, voicemail, wrong numbers and opt-outs, and write the scripts for your approval.
Build and integrate
We set up the voice platform, numbers, CRM triggers, calendar booking, transfers and consent checks.
Test and soft launch
We run test calls for every flow, then start with a small share of live leads or calls, listen to the recordings and adjust before full volume.
Monitor and improve
Under the care plan we review calls, tune scripts and outbound lists, fix integration errors and report results every month.
| DIY voice agent platform | BX done-for-you AI voice agents | |
|---|---|---|
| Call flow design | You build prompts and flows yourself | BX maps and scripts each flow, approved by you |
| Lead source triggers | You connect forms and webhooks | BX connects Google Ads lead forms, Meta instant forms and web forms to the CRM and voice agent |
| CRM and calendar | API and integration work on your side | BX connects and tests booking, fields, tags and call outcomes |
| Outbound consent | Your responsibility | Consent wording, CRM consent fields, opt-outs and calling hours set up with you |
| Testing and soft launch | Up to you | Test calls per flow, then a staged launch with call review |
| Ongoing tuning | Up to you | Script, list and integration fixes under the care plan |
| Cost | Platform fees and usage only | Setup from USD 1,900 plus care from USD 450 per month, with usage passed through at cost |
AI voice agents start from USD 1,900 setup for inbound and outbound calling with several call flows and your CRM and calendar connected, plus a care plan from USD 450 per month covering script and knowledge updates, call review, booking and CRM checks for each flow, outbound list and follow-up tuning and a monthly report. A single inbound front desk flow is our AI receptionist service, from USD 990 setup plus USD 290 per month. Call minutes, phone numbers, AI model usage and platform subscriptions such as GoHighLevel are paid by you directly or passed through at cost with no markup. Philippine clients are quoted in PHP plus 12% VAT. See the full list at /services/ai-automation-pricing/.
Get a scoped quoteEstimate the cost first
Related results
These case studies show the lead flow and CRM work a voice agent connects to. For a US online private school, BX rebuilt Google Ads around three lead campaigns and passed campaign tags into the CRM; leads traced to Google Ads went from 4 in May to 81 in August 2026, and booked admissions calls rose from 80 to 157. For a US commercial solar installer, BX imported 5,292 past leads into one CRM, which now holds 5,428 contacts ready for follow-up, the kind of list a reactivation campaign works through. For a Philippine franchise brand, Meta campaigns started 14,984 conversations with prospective franchisees over 11 months. Client names are withheld and results vary by market, budget and starting point.
Frequently asked questions
What is an AI voice agent?
An AI voice agent is software that holds a spoken phone conversation: it listens, understands what the caller says, answers from approved information and takes actions such as booking an appointment, updating your CRM or transferring the call. Unlike a recorded message or keypad menu, it responds to what the person actually says.
How much do AI voice agents cost?
BX setup starts from USD 1,900 with a care plan from USD 450 per month. Usage costs are separate and paid directly or at cost with no markup: call minutes, phone numbers, AI model usage and platform subscriptions. Outbound campaigns use more minutes than inbound, so we estimate usage with you before launch.
Is it legal to use an AI voice agent for outbound calls?
It can be, if you follow the consent and calling rules in each market. In the US, the FCC confirmed in February 2024 that AI-generated voices count as artificial voices under the Telephone Consumer Protection Act (TCPA), so these calls generally need the person's prior express consent. The UK, Australia, Canada and other markets have their own rules and do-not-call registers. We build consent capture, opt-outs and calling hours into the setup, and we recommend you confirm your approach with your own legal adviser.
What happens when the voice agent cannot answer or the caller wants a person?
The agent says it will connect them or pass the question on, then transfers the call to your team or sends the details as a CRM task, text or email. Callers can ask for a person at any point, and outbound contacts can opt out, which is recorded in the CRM so they are not called again.
Which platforms, phone numbers and CRMs do you use?
We build on Retell AI, Vapi or GoHighLevel AI Employee, with numbers from providers such as Twilio or your existing carrier. We connect GoHighLevel, HubSpot, Zoho, Salesforce and Pipedrive directly, and other CRMs and booking tools through n8n, Make or Zapier. All accounts are in your business name.
How is call data protected?
Recordings, transcripts and contact data stay in the voice platform and CRM accounts you own. We limit the personal details collected on calls, set retention periods, restrict access and do not take card payments by voice. For healthcare and other regulated sectors we confirm the platform's privacy and compliance terms before launch.
Can the voice agent speak Tagalog or Taglish?
English is standard, and most platforms support Spanish and other major languages. For Philippine businesses we can build Tagalog and Taglish call flows on platforms that support them and test them with your team, since voice quality and understanding vary by language and model.
How do you measure whether the voice agent is working?
The monthly report shows calls placed and received, connect rate, qualified leads, appointments booked, transfers, opt-outs and questions the agent could not answer. Where your ads pass campaign tags into the CRM, bookings can be traced back to the campaign that produced the lead.
Keep exploring
Get a scoped plan from BX
Tell us about your market, goals and current setup. We will come back with a scoped plan.