Lending broker
A small-business lending broker runs outbound across three channels: an auto-dialer that connects answered calls live to the sales team, an AI agent that handles follow-up conversations with contacts who have already engaged, and SMS sequences that cover the spaces between. This page maps that workflow onto RevDesk so you can build the same shape for your own pipeline.How it maps to RevDesk
The auto-dialer places calls in parallel for the sales team. When a contact picks up, the call routes to a human rep with the record already open. The rep talks; the dialer keeps reps on conversations instead of on hold music. This is the Augmented Sales pattern: the AI dials and screens, a human takes the live human. For contacts who already engaged through a prior call, a web form, or an inbound inquiry, the AI agent runs the return conversation. It asks the qualifying questions, then routes a fit back to a human specialist. This is the Re-engage cold leads motion against an opt-in list. SMS covers the rest: a text after a voicemail asking whether a later callback works, a nudge before a scheduled call, and a booking link the moment a qualified conversation ends. It runs on the same list as voice, under the same compliance enforcement, with automatic unsubscribe handling.Qualifying leads
The AI follow-up agent flags a contact as qualified only when the answers clear a two-question gate, for example a minimum monthly revenue and a business (not personal) bank account. A lot of small-business contacts fail these questions, and that is the point. A tight gate keeps the human specialists on conversations worth their time. The Qualify before booking outcome implements the same gate pattern across other verticals.Compliance
Every contact is scrubbed against federal, state, and internal DNC lists before the dial leaves the platform. Calling hours respect TCPA defaults and any state-specific overrides. Each SMS references the prior consent on file, includes an opt-out, and writes back to the contact’s record so the next interaction picks up where the last one left off. Consent records and recordings build the audit trail automatically.Qualify before booking
The two-question gate pattern, applied across other verticals.
Re-engage cold leads
The AI follow-up motion against aged opt-in lists.