Set up an outreach agent to call and email leads
An agent got its own contact details, reached out to matching leads, and kept following up until it could report interest.
- What they did
- They built a custom agent that could generate a phone number and business email for itself. It then searched for leads that fit the business, made calls, sent emails, and handled follow-up messages while checking for interest. The agent worked on its own without extra check-ins and kept running through the year.
- How it went
- It kept operating year-round and returned reports on which leads were interested. The main risk was letting it act without review, so contact scripts and messages should be approved first.
- Tips
- Use a clear filter for the kinds of leads you want, and set a review step before any call or email goes out. Keep a record of who replied and what they said so the agent’s summaries stay useful.
Try it yourself with Lindy
Find [number] leads in [region] that match [ideal customer description]. Give yourself a business phone number and email address, then contact those leads about [my offer] by phone and email. If someone does not reply, send one follow-up after [number] days. Before any call is placed or email is sent, show me the exact call script, email draft, and follow-up list so I can approve them. After each round, send me a summary of who responded, who seemed interested, and any next steps.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
3 more reports of this
Get 3 agent uses like this every morning
With the day's top AI news. Free, and one click to unsubscribe.
Related agent uses
Handle Shopify order emails overnight
A store owner set up an agent to answer order emails by checking live Shopify details and fixing simple issues while they were asleep.
Audit Facebook ads and propose one change each day
A custom agent checked a client’s Facebook ads every morning, verified leads against CRM records, and suggested one action for approval.
Set up a voice agent for round-the-clock support calls
Robin Delta used a voice agent to answer support calls, handle basic issues, and book appointments any time of day.
Set up a support agent that routes payment questions
They built a customer support agent that answers product and pricing questions, then passes payment proof and edge cases to staff.
Set up an appointment agent for calls and chats
A clinic used an AI agent to answer, book, and move appointments across phone, text, and web chat.
Automate store support work from the helpdesk
An in-helpdesk agent can read order details and complete routine store support tasks with approval for anything irreversible.