Hot lead — call back in 15 min

Example scenario

Solar lead quoted 15,000 kWh/year and audit timing. Rep gets a deadline task; client does not call again because they know you’ll follow up.

When it runs

The playbook starts automatically when Coldbot tags a call or event as: ““Hot” score from sales call”. You can narrow filters (location, channel, business hours) without changing the voice script.

• ✓“Hot” score from sales call

What happens automatically

Each step runs in sequence (or in parallel where noted). No copy-paste between voice AI, SMS gateway, and CRM.

• ✓CRM task due in 15 min
• ✓Slack ping to rep
• ✓SMS to client “we'll call you”

What you configure

Tunable during onboarding — copy, thresholds, and channel priority:

• ✓Scoring rules in script
• ✓Rep rotation
• ✓Manager escalation after 30 min

Recommended integrations

Native connectors or Zapier/Make/webhooks. Status “coming soon” means we enable it on request during rollout.

• ✓HubSpot
• ✓Pipedrive
• ✓Slack
• ✓SMSAPI

Works with voice templates

Deploy these agent scripts together with the playbook — same disposition tags power both sides:

• ✓AI FAQ + Sales
• ✓AI Receptionist

Onboarding checklist

We configure this playbook during Coldbot setup — usually in one working session:

• ✓Map disposition tags from your voice script
• ✓Connect integrations (OAuth or API keys)
• ✓Test SMS/e-mail copy on a sandbox number
• ✓Dry-run on 3 sample calls before go-live
• ✓Enable monitoring webhook + weekly report

Zapier / Make recipe

We export a starter automation: Coldbot webhook → your stack. Field mapping is done in onboarding.

• ✓Trigger: call.completed or calendar.event
• ✓Filter by disposition / tag
• ✓Branches: SMS, CRM update, Slack, payment link

FAQ

Frequently asked questions