Campaign lifecycle
Goal, schedule, attempts, number, flow, and status are managed from the workspace.
Outbound sales AI
An outbound campaign where every answer has a next action
OMO’s outbound sales agent calls an approved contact list, follows the campaign objective, identifies interest, need, timing, and objections, and stores the next action. Calls run inside allowed windows, do-not-call requests persist, and uncertain answers are not promoted into qualified leads.Who is this for?
B2B sales, service renewal, demo scheduling, and callback teams that need consistent processing of contact lists.
What problems does it solve?
- Manual spreadsheet calling and inconsistent pacing
- Lost interest, objection, and next-step information
- Campaign performance understood only after listening to recordings
What can OMO do?
A practical system, not an isolated model.
Contact-list import
XLSX data receives a preview, format validation, and duplicate checks before launch.
Structured lead outcome
Interest, need, timing, objection, and next action are stored as separate fields.
Callback lifecycle
A callback has a scheduled time, attempt history, status, and resulting owner or outcome.
How it works
From the caller’s first sentence to a verified result.
- 01
Create the campaign
Define the audience, offer, calling window, and success criteria.
- 02
Place the call
The OMO Core telephony layer places the outbound call from the configured business number.
- 03
Qualify the lead
An OMO Core workflow records only confirmed signals and handles defined objections.
- 04
Set the next action
The outcome becomes a meeting, callback, transfer, rejection, or do-not-call state.
Evidence retained
Every completed action has an operational record.
- Contact attempts and call result
- Lead qualification and captured answers
- Callback, meeting, or rejection status
System boundaries
What OMO does not assume or promise.
- Campaigns must use contact data obtained and processed lawfully.
- The agent does not invent interest or budget from an unstated answer.
- Calling windows and do-not-call requests are mandatory controls.
Direct answers
Questions businesses ask before implementation.
Can contact numbers be uploaded from Excel?
Yes. XLSX data is previewed and validated first; invalid numbers and duplicates are visible before launch, and campaign outcomes can be exported.
How is a lead qualified?
Qualification uses signals actually stated in the conversation, including interest, need, timing, decision role, and objections. Unconfirmed values remain empty.
What happens when someone asks for a later call?
A callback task is created with a scheduled time and status. The next attempt follows the campaign and allowed-hours policy.
Put this use case into a controlled workflow
Explore the relevant design choices, technical boundaries and recovery paths. These guides explain what to evaluate; they do not imply that every proposed integration is already available.
What could your voice AI workflow look like?
Explore three detailed voice AI workflows for service bookings, lead follow-up and support requests, including branches and exception handling.
Connect your voice agent to the systems you use
Plan voice AI connections to calendars, CRMs and business systems. Understand access, data validation, testing and custom integration requirements.
When and how a human should take over
Design human handoff for voice AI: caller requests, uncertainty, exceptions, context transfer and a fallback when nobody is available.