Luiz AlmeidaJun 15, 2026
Building Specialized AI Sales Agents 🤖
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Building Specialized AI Sales Agents 🤖
Luiz Almeida
Learn how to structure specialized AI sales agents for cold, warm, and inbound calling. This workflow overview covers automated lead management, DNC checks, CRM logging, and post-call analysis integration.
Building Specialized AI Sales Agents 🤖
Luiz Almeida
Learn how to structure specialized AI sales agents for cold, warm, and inbound calling. This workflow overview covers automated lead management, DNC checks, CRM logging, and post-call analysis integration.
Chapters
00:00
Agent Roles Overview
Introduction to specialized agents for cold, warm, and inbound leads.
00:30
Lead Import Workflows
01:00
Cold Calling Logic
01:55
Post-Call Analysis
02:20
DNC List Management
02:38
Warm Leads Strategy
Transcript
00:00
Okay, the idea is that every agent would be responsible for a very specific thing such as cold calling, warm calling for the warm leads of course.
00:10
And the inbound as well.
00:11
I'll show you because every one of those agents will have at least three or four workflows behind it.
00:18
So one is this is not very use with let's say a lot of frequency because the import leads whenever we have a out of the ordinary leads to imports to the database just in case.
00:29
As I said that doesn't happen very often.
00:32
But now we get to the specific part, the trigger leads for the code calling I won't show the workflow because sensitive for the client.
00:40
But the idea here is to check a few crucial details before start calling such as time zone, business hours, availability, etc.
00:49
Also we want to only call leads that are not in a DNC and that falls into some criteria.
00:56
And we log everything that we do on each step, both to the CRM, to Supabase and to a Google sheet as a fallback, the post call analysis.
01:04
So we use a platform called retail for this client.
01:07
When each call finishes sends a webhook and we get it here we update all those three systems again with the result of the call and the details.
01:16
So if there's a call schedule, meeting schedule, if the call was transferred to a live agent, etc.
01:23
And finally we have this which is the DNC check.
01:26
Whenever we have new leads coming in, those will be checked to make sure that they are not in the DNC list.
01:32
And that's it.
01:34
This is for instance another workflow for one of the other agents that would be doing hot leads or warm leads calling whenever there is a new lead coming from Google Ads.
01:45
and that's very separate because we want this agent to perform in a very specific way completely different from the agent that deals with cold calling.
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