The Lifecycle of a Real-Life, High-Performing AI Marketing Call

A successful AI phone campaign is a process made up of several connected stages. This article walks through that lifecycle, using two recent OneAI clients as examples: one using our HubSpot connector (Client H) and another using our API to connect their proprietary system (Client P).

Stage 1: Contact Data Integration

The first stage is getting contact data into the OneAI platform. Leads are pushed and synchronized in real-time, allowing our system to start an optimized call cadence based on the lead's information.

This connection is dynamic. Based on events in the client's CRM, like a change in a lead's status or a note that they were contacted externally, OneAI's dialer will adjust the call cadence or stop calling the contact altogether.

Stage 2: Conversation Logic

The conversation flow is dynamic and changes based on what we know about the contact and what they tell us.

This is why the AI begins the call by validating existing information from the CRM (like a zip code or property type) and asking for new details. The AI will only follow certain paths or ask specific questions if the collected data matches certain criteria.

All new and updated information is sent back to the client's CRM during the call using OneAI’s webhooks API. These webhooks can respond with dynamic instructions for the call.

Client P, for example, has an automated workflow to determine the call's conversion target based on data collected during the call. The AI then adapts its conversation and goal mid-call, with no perceived delay for the contact.

Stage 3: Call Routing

Depending on the situation, a contact may be routed to a warm transfer, a scheduled meeting, or simply have their CRM profile updated for a later follow-up.

• For Client H, each contact is assigned to a specific sales agent. Warm transfers go directly to the assigned agent's phone number and extension. Meetings are scheduled based on that agent’s availability and booked directly into their calendar.
  
• For Client P, the goal is to transfer leads to a network of partners. During the call, the AI gets a real-time list of available vendors from the client's system. This list is based on the information collected in the call and each vendor's business hours. The AI then suggests relevant vendors to the contact and attempts to transfer the call to the ones they’re interested in. As a fallback, the AI offers to schedule a callback from one of the relevant vendors.

Stage 4: Live Handoff

When a call is ready to be transferred, OneAI ensures the handoff to a human agent is smooth.

The original AI agent remains on the line with the contact, providing reassurance and answering any questions while they wait. In parallel, a separate AI agent calls the sales representative, and briefs them on the waiting contact, providing key information gathered before and during the call. At the same time, the contact's updated CRM record is available for the sales agent.

The call is then connected, so the contact never has to repeat themselves.

Stage 5: Call Disposition & Reporting

During and after every call, detailed results are logged back into the client's CRM.

For Client P, this includes logging which vendors the contact expressed interest in, and whether the call transfer was successful, went to voicemail, or failed.

Conclusion

This complete lifecycle is what separates a simple calling tool from the OneAI phone marketing platform. Each stage builds on the last to create a process that is reliable, intelligent, and aligned with real business goals.