VoiceOI
Outbound Appointment Setting

AI Appointment Setting Calls
for Outbound Teams.

VoiceOI runs AI appointment setting calls for outbound teams: voice bots call your leads, ask your qualifying questions, and live-transfer the leads who qualify to your closers, who set the appointment. Leads who want a callback are logged for follow-up. Prepaid per-bot billing with no per-minute AI fee.

What the Bots Handle on Each Call

Live Transfer to Closers

Qualified leads are handed to your human closers over SIP, and closer routing rules decide who takes the call. Your closer sets the appointment while the lead is on the line.

Callback Dispositions for Follow-Up

When a lead asks to be called back, the call ends with a callback disposition, so your team knows exactly who to follow up with.

Script and Test Your Questions

Build the script in the visual no-code builder and test it in the simulator. Interested leads move on to a handoff, the rest are logged with a disposition, and campaign retries follow the rules you set.

Pre-Qualified Leads for Closers:
How AI Appointment Setting Hands Off

Your most experienced closers shouldn't spend the day cold calling. VoiceOI bots work your lead lists as an outbound ISA (Inside Sales Agent) team, so your closers talk to leads who have already qualified and been transferred, and your team has a list of the leads who asked for a callback.

Scripted Qualification

Recorded-voice bots follow your branching script line by line, with a branch for each kind of answer.

Recordings and Transcripts

Call recordings, transcripts and dispositions sit in the dashboard for your team to review.

Scales by Adding Bots

A bot is one concurrent call slot. Add bots to run more calls at once.

Bot Capability

Qualify, Transfer, Log the Outcome

HandoffLive transfer over SIP
AppointmentSet by your closer
Call ReviewRecording + transcript

Qualify, Transfer, Log the Outcome

How an AI Appointment
Setting Call Runs

Campaigns work your lead list with scheduling, retries and timezone-aware calling windows. Each bot qualifies the lead with your script, then live-transfers the call to your team, where a person sets the appointment, or logs the outcome, such as a callback.

Recorded-Voice Bot

Follows your branching script

Callbacks

Logged when a lead asks for later

What Your Team Receives

Live transfer over SIP, with AI-written notes on Good Fronter tiers
Callback and other dispositions on every call
Recordings and transcripts in the dashboard
Get Started

AI Appointment Setting Calls:
Bots Dial First, Your Closers Take Over

Let bots take the repetitive first call. Build your qualification script, test it in the simulator, and hand qualified leads to your closers.

Automated Lead Qualification for Appointment Setting

Appointment setting is repetitive, high-volume work. Inside sales agents (ISAs) spend much of their day dialing, reaching voicemail and screening leads who are not ready to talk, before any real sales conversation starts.

VoiceOI is automated appointment setting software for outbound teams. Build your qualification script in the visual no-code builder, test it in the simulator, then run it as a recorded-voice bot that follows your branching script line by line. Bots qualify and pre-screen, and your human closers spend their time on the leads worth a conversation.

Billing is prepaid per bot with no per-minute AI fee, and a bot is one concurrent call slot, so you add capacity by adding bots. Whether you run an ISA floor for a real estate team, set appointments for a solar or home services business, or qualify leads for an insurance agency, the bot qualifies the lead, then live-transfers it to a person who sets the appointment, or logs a callback disposition for your team to act on.

Solar teams can start with the solar AI appointment setter, which includes a sample qualification script for homeownership, the electric bill, roof age and shade. For senior insurance campaigns, see final expense AI calling; for roofing, windows and HVAC, see home improvement lead qualification.

How to Run AI Appointment Setting Calls in Four Steps

From a lead list to an appointment set by your closer.

  1. 1

    Build and test the script

    Write your qualifying questions in the no-code builder, with a branch for each kind of answer, and run test calls in the simulator before any real lead is dialed.

  2. 2

    Load leads and set the rules

    Upload a CSV list or use your VICIdial lists, filter by state, area code or ZIP, then set timezone calling windows and retries.

  3. 3

    Bots call and qualify

    Each bot makes one call at a time and follows your script. Your optional AI-voice disclosure plays at the start of the call.

    Machine: the call ends, logged AM. Asks not to be called: the call ends and the request is logged as do-not-call.

  4. 4

    Transfer to a closer or log a callback

    Leads who qualify are handed over SIP to a closer chosen by your routing rules, who sets the appointment on the live call. Notes for the closer go with the transfer.

    Asks for later: the call ends, logged as a callback.

Recorded-voice fronters start at $30 per bot per month at list price, and the AI fronter is $70; see VoiceOI pricing and the AI fronter for call centers page.

What AI Appointment Setting Calls Do Not Cover

Knowing the limits helps you plan the handoff to your team:

  • No calendar booking: VoiceOI does not connect to Google Calendar or Outlook, so a person sets the appointment on the live transfer.
  • No texting: the bots work on the phone and do not send SMS.
  • No voicemail messages: when a machine answers, the call ends and is logged as AM.
  • English-first: calls are conducted in English.
  • No CRM sync yet: CRM integrations are coming soon.

AI Appointment Setting FAQs

How VoiceOI handles appointment setting calls, and what it does not do.

How do AI appointment setting calls work?

VoiceOI voice bots call the leads in your campaign and qualify each one with the script you build in the no-code builder. Leads who qualify are live-transferred over SIP to your closer or setter, who books the appointment on that call. Leads who ask to be called back get a callback disposition, and every call has a recording and transcript in the dashboard.

Does VoiceOI book appointments into my calendar?

No. VoiceOI doesn't connect to Google Calendar, Outlook or other calendar apps, and it doesn't send texts. The appointment is set by a person on the live transfer.

Can the AI sync with my CRM?

Not yet. CRM integrations are coming soon. Today the dashboard holds call logs, dispositions, recordings and transcripts; on VICIdial, outcomes are written back to VICIdial; and every bot can write each call's data to a Google Sheet.

What does the closer get with the transfer?

The live call, handed over SIP and routed by your closer routing rules. Every bot leaves notes from the conversation with it, so the closer knows what the lead already said.

How are AI appointment setting calls priced?

Prepaid per bot, with one call at a time per bot and no per-minute AI fee; your carrier bills the minutes. Recorded-voice fronters, which live-transfer, start at $30 per bot per month at list price, and the AI fronter, which also transfers, is $70.