Challenge
Call B2B company lists and get to a meeting without every call depending on someone in the team being available.
Case study
B2B sales calls with an AI voice agent
B2B sales calls with an AI voice agent
AI voice agent that calls companies on a list, holds the conversation until a meeting is booked and hands the information to a team member through a custom CRM.
AIVoice agentn8n
From cold call to booked meeting
First calls to companies on a list take up a lot of the sales team’s time, and much of it goes to contacts that never move forward. The goal was for an AI voice agent to handle that first conversation until a meeting was booked, with a person taking over from there.
Approach
Contact import from Excel, an OpenAI voice agent that talks to each company and n8n workflows that log the outcome in the client’s custom CRM.
Outcome
The agent calls, talks until a meeting is booked, and the information reaches a team member who takes it from there.
Technology
A stack chosen for the problem
A stack chosen for the problem
OpenAI gives the agent its voice and conversational ability, n8n orchestrates the steps between import, calls and the client’s custom CRM, and Excel import lets the team keep working with the lists it already had. More on AI integrations.
OpenAIVoice agentn8nExcelCustom CRM
AI on the phone, inside the process
The value is not only that AI talks, but that it does so inside the existing workflow: from the starting list to the CRM where the team follows up.
Calls without waiting
Calls without waiting
The agent calls without depending on the team’s schedule.
Booked meetings
Booked meetings
The conversation moves forward until a meeting is set.
Handover to a person
Handover to a person
Each meeting’s details reach the team to continue.
Connected workflows
Connected workflows
n8n logs every outcome in the custom CRM.
What changed in phone prospecting
This case is anonymised, so we do not publish client figures. These are the changes the platform brought.
Fewer cold calls
Fewer cold calls
Before: the team made every first call. Now: an AI voice agent makes them.
Meetings, not just contacts
Meetings, not just contacts
Before: many calls to land one meeting. Now: the agent talks until it is booked.
Connected process
Connected process
Before: loose notes after each call. Now: everything reaches the CRM via n8n.
Time better spent
Time better spent
Before: hours on contacts that went nowhere. Now: the team steps in once a meeting is set.
Do you have a similar challenge?
Do you have a similar challenge?
We can review it without assumptions and define a realistic first phase.