The Right Prospect. A Relevant Conversation. Human or AI Calling.
When Qualification routes a prospect to a call, prepare the conversation and choose whether you or an approved AI voice agent will make it.
Cold Calling is one outreach route inside Prospexto. Qualification may route another prospect to Prospexto Direct Mail or Prospexto Email Outreach; whichever route fits, the prospect context, activity and follow-up stay connected through Prospexto CRM.
Your team stays in control.
Review the call context, instructions and proposed action before approving AI execution.
A Call Works Better With the Full Prospect Context.
A useful call starts with a suitable prospect, a clear reason to make contact and the context behind the route Qualification selected.
Prospexto keeps call preparation, scheduling, outcomes and follow-up connected to the prospect record, alongside activity from the rest of the system.
Prepare With Context
Review the prospect, Qualification evidence, route decision and previous Prospexto activity before making contact.
PROSPECT INTELLIGENCEChoose Who Calls
Use the same prospect context to prepare a human call or an approved AI call. Choose the caller, playbook, instructions and timing.
HUMAN + AI EXECUTIONKeep the Next Step
Record what happened and manage the next action from the prospect’s actual response. Keep the outcome visible in the shared Prospexto history.
OUTCOME-BASED FOLLOW-UPFrom Prospect to the Next Conversation.
Qualification starts the journey by assessing fit and selecting a suitable route. When that route is Cold Calling, carry the prospect context into preparation, execution and follow-up.
Bring in Your Prospects
Review prospects routed to Cold Calling from Qualification, with available evidence and commercial context carried into the call workflow.
Teach the System Your Offer
Save your business name, product or service, approved benefits, FAQs, pricing boundaries and claims to avoid.
Prepare the Conversation
Review an AI-drafted call plan, then select an opening, discovery questions, objection guidance and boundaries for the conversation.
Choose Human or AI
Select the person to speak to, the executor, agent where relevant, priority, date, time and prospect timezone.
Keep a Clear Call Record
Record the human call outcome or review processed AI call information in the prospect’s shared conversation history.
Act on What Happened
Manage the agreed next action and keep the result attached to the same prospect record in Prospexto CRM.
You Make the Call or Your AI Agent Does.
Human and AI execution use the same prospect context, call preparation and shared activity history.
Stay in the Conversation Yourself
Review the prospect and playbook, then make the call. Browser calling requires connected telephony; Open Phone uses your device dialler. Record the person spoken to, outcome, notes and discoveries in Prospexto afterwards.
Schedule Calls Around Your Work
Choose a voice agent and review the setup. Where live telephony and the AI provider are connected and enabled, the agent can make an approved scheduled call using campaign knowledge and instructions. Review the processed outcome and next action in the shared prospect history.
More Than a Calling Button.
Give every call preparation, structure and somewhere for its outcome to go.
Represent Your Business Accurately
The agent calls about your offer. Save what you sell, who it helps, approved proof, common answers and what the caller must not promise.
Choose the Voice for the Call
Select an available published voice agent when preparing AI execution. The call brief combines the campaign offer, prospect context, playbook and approved instructions.
Give the Conversation Direction
Prepare how to ask for the contact, establish relevance, explore fit and handle objections. Review AI-drafted guidance before approving it for use.
Set When Contact Should Happen
Choose date, time, timezone and priority. Set campaign calling windows and attempt limits, then manage human tasks and approved AI calls from the schedule.
Keep the Thread of the Relationship
Review previous outcomes, notes and agreed next steps before calling again. Manage callbacks and follow-up tasks, and record requests for no further calls.
Review Activity and Pass It On
See recorded attempts, connections, conversations and meetings alongside provider activity. Review the prospect’s activity and relationship history in Prospexto CRM.
When Qualification Selects the Calling Route.
Prospexto Qualification starts the journey: it assesses fit and identifies a suitable outreach route. When a prospect is routed to Cold Calling, available evidence, opportunity details and prior activity inform the conversation.
Cold Calling, Direct Mail, Email Outreach, follow-up and CRM work as connected parts of one Prospexto lead generation system. The route can differ by prospect, while the record and activity stay together.
How Cold Calling Fits Prospexto.
Can the AI make scheduled calls while I do other work?
Yes, with live telephony and the AI provider connected and enabled. Complete the campaign knowledge, choose the agent and playbook, review the call setup and approve AI execution.
Will the AI know what my business sells?
You supply that knowledge in Call Campaigns: your business, offer, approved benefits, questions and answers, pricing boundaries and claims to avoid. The agent uses that information alongside the prospect’s call brief.
Can I make calls myself?
Yes. Choose human execution, review the same preparation and record the outcome afterwards. In-platform browser calling requires telephony setup; Open Phone uses your device dialler.
How does a prospect enter Cold Calling?
Qualification starts the journey by assessing fit and selecting a suitable outreach route. Prospects routed to Cold Calling carry their available context into the calling workflow.
Does approving a call plan start a call?
No. Approval saves the guidance. Scheduling and authorising AI execution are separate steps.
Where can I review Prospexto access options?
Visit Prospexto Pricing to review the current platform access options and terms.
Start With Qualification. Keep the Next Step.
Use the calling route selected for each prospect, then keep the conversation outcome and next action connected in Prospexto.