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Who You Gonna Call? Outbound Calls 101

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How to find the right use case, pick out a good platform, and not to piss off your customers

When a business considers a voice bot simply to do cold calls the way most sales reps do, things may turn very nasty…

Usually, clients slam the phone and swear off useless bots. And they probably should, because nearly 50% of U.S. mobile traffic are scam calls. You know, all that Apple tech support, fake payment reminders, etc.

But is it possible to build up a voice bot for outbound calls that would be of benefit for business and their customers too? How to determine the purpose of the call and not to drop a clanger when picking the builder? Well, let’s get this sorted out.

Telemarketing is not the most obvious use case for a chatbot. Moreover, it’s not the best one. And the issue is not that robots can’t sell — they do. It’s just that sales require:

  • Special expertise (both vendor and client)
  • NLU (Natural Language Understanding) tech deep dive
  • Solid experience in a dialog processing with AI
  • Logs precision
  • Hypothesis testing

SMBs use outbound calls for the day-to-day goals — to save resources and time on outbound communications and to widen customer service. A bot here can automate tasks related to marketing, delivery arrangements, logistics and maintenance, HR services, upsale processes. So which use cases are encountered in practice?

In your estimation, how long does it take for a receptionist in a small dental clinic to call all tomorrow’s clients with a reminder? For instance, there are 4 units in this clinic, and 40 visitors per day. A receptionist spends 3–4 minutes for each of them. While a bot can ring up 40 clients in 5 minutes — and all that with report generation and info entering into a database.

Another quite high-demand use case here — big event reminders. Informing, like, 300 event participants would take a whole day. And a bot can do that in a few minutes.

Customer satisfaction surveys are very popular, but it’s a tiresome process both for a phone agent and a client. It is wearisome to rate services on a scale of 1 to 10, it is irksome to ask these questions the whole day, and it is almost impossible to withstand this survey using a push-button bot.

NLU engine is the thing that distinguishes an intelligent chatbot form a simple script. An AI-powered bot with an NLU engine makes it possible for a person to talk to a bot in a free-and-easy form. For instance, in case if instead of a 1–10 number you’d say “service sucked”, a bot would understand your answer and kindly ask what made it such a bad experience.

When a company hires massively, a bot can take upon oneself a primary screening. It would use concrete characteristics or ring up candidates to specify the date and time for an interview.

What’s more, a bot can conduct first-round interviews with low-skilled employees. It can introduce the company, working environment, and corporate culture. A bot can answer model questions about position, duties, and salary. It can take polls and tests, and keep the results within the internal system. It can do all kinds of staff.

A bot is a helping hand when working with a customer base. Especially when a client uses your service with unfailing regularity. All those healthy food services, contact lenses for the next month, car tires on-season, etc.

A bot is proactive. It would call your client, remind that winter is coming and it’s just about the time to change tires. It would ask the vehicle model and wheels, specify the time of your convenience and offer you a discount. And these actions will retain your customers.

When choosing a case, align oneself with the chief criterion — a call situation is inevitable for a customer. They should know you might call them anyway, and as long as they do, it is beside the point whether they talk to a bot or a person.

Today businesses can use any channel. And the choice between a call and a message here totally depends on the situation. It might be client’s preferment (in case they asked not to call, because their kids are sleeping), or a time of the day (you are sleeping while there’s a middle of the morning in Europe), or importance of the message (a client is asleep, but what if they’re going to miss their discount?)

Texting only wins when your information is hard to comprehend aurally — numbers, percentage terms, complicated conditions, and questions that require closer attention to security data.

Besides, a text message in a messenger does not guarantee feedback and business cannot be sure that their client was informed indeed.

Outbound calls for SMBs are good not just because it saves time to communication. A bot can do different tasks and it won’t forget anything — your clients will get the information on time, while you and your employees can carry out more complex and interesting tasks.

Robocalls. People hate robocalls! In the US robocalls become pandemic ­– according to YouMail, this September Americans received 4.5 billion robocalls and there would probably be a total of 60 billion calls to U.S. consumers this year. Just to compare: 48 Billion robocalls were made in 2018 with 37% of them were driven by scams. In 2017 there were 30.5 Billion calls.

Still, people do not block all the unknown numbers because they believe they might miss something really important. Even if they know it’s a robocall.

So, honest business with a need to reach its customers has to:

  1. Find the right use case for a bot
  2. Cut through the flood of spam
  3. Not to lose customers’ trust and loyalty with a poor scenario

First off, you got to remember that an AI-powered intelligent bot is very different from a robocall bot with the prerecorded speech.

You can actually build up a dialog with an intelligent bot

And the more though-out your bot’s UX, the more successful your outbound calls would be.

Here are some helpful hints on proper user experience:

  • Try to break the tension with a welcome remark that would immediately answer the question “why the hell they’re calling me?”
  • Avoid bureaucratic language. Let your bot speak in a free and friendly human voice (you may choose the style that suits your business). This speech is easier to comprehend aurally, and people react more interested. For instance, do not start with the phrase “Good afternoon Sir/Ma’am, this is an automated message from a florist shop Seed Bed. The purpose of this call is to get your opinion on our service quality”. Keep it simple: “Hi! This is robot Blossom from your favorite florist shop Seed Bed. You recently bought a nice bouquet in our shop and we wonder whether your experience was good”.
  • A voice bot is not supposed to ask too much information from a client, it just specifies details. Ask closed yes-no questions — this way you will lead a client to the next move. But, if you want to ask your client to give a detailed answer, therefore it will be saved as a comment. This comment is not supposed to sway the whole dialog script. For instance, during the latter stages of an NPS survey, you may ask your client to express themselves freely — let them say what they love and hate about the service provided. This answer will be saved and it won’t affect the bot’s further actions. Now a bot has to show some respect — thank your client for the response and continue with questions.

Note that legislation in some countries prohibits recordings without sanction. In case you still want to do this in a country like that, it is recommended to apply user confirmation request for recording

  • Outwatch the length of the utterances and the duration of the talk. Test your scenario on oneself and your workfellows. People do not want to spend a lot of time on a phone call when talking to strangers. They’ve picked up a phone — they need to know the reason for this call, they want the problem to be resolved, and they are willing to get back to their business.
  • Don’t hesitate to notice that a person you are calling is talking to a bot. Our experience in contact centers automating shows that people talk to bots in a clear and forgiving way, they also speak in short. But to make your speech synthesis sound more human, use the voice tone settings — some platforms have this feature.
  • Be aware, a client might ask you to call back later or they might want to call you back themselves when it’s more convenient for them. So, offer that opportunity! A bot should apologize for the disturbance, and the platform has to register the reminder to call the client back later.

There are dozens of products for independent voice bot development that do not require coding skills. It seems like they are easy to understand, but the devil is in the details.

We’ve made a list of these details to keep you from making common mistakes.

Sometimes vendors do not point out that calls are charged by the minute. Although it’s not the most beneficial option — the more flexible tariffing is, the less costly outbound calls are.



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