Dormant lead
reactivation
The agent calls the leads that stalled 30, 60 or 90 days ago, picks up where the last conversation ended and asks whether the situation changed. The ones with renewed interest go back to your team.
The problem
Every CRM holds leads that showed interest once and never closed. Nobody calls them because the team is on new leads, so the pipeline keeps records that are neither won nor lost, and the reasons they stalled are never learned.
The agent
Export the segment from your CRM as a campaign, with the context of each lead (what they asked about and when) as variables the agent can use. It opens with that context, asks whether now is a better time, re-qualifies and books with a rep when the interest is back. When it is not, the lead is marked as closed with the reason extracted from the call.
How it works
The full flow, from the trigger to the record in your CRM.
- 01
Define the reactivation segment in your CRM: 30, 60 or 90 days without activity.
- 02
Export it as a campaign, or start each call from n8n or the API with the lead's context as variables.
- 03
The agent opens with that context: what was discussed and when.
- 04
It asks whether the situation changed and whether now is a better time.
- 05
Renewed interest: it re-qualifies with your questions and books with the rep.
- 06
No interest: the lead is marked as closed, with the reason extracted, to clean the pipeline.
- 07
Campaign results show reactivation by segment so you can adjust the timing.
Outcome
Leads that were already paid for get a second conversation, and the pipeline ends up with a clear answer for each one: booked or closed, with the reason.
What you get
- Campaign over a CRM segment with per-lead context
- Re-qualification with your own questions
- Reason for the no extracted after the call
- Success rate by campaign in the dashboard
Industries where it is used most
Related use cases
An agent rarely covers a single front. These run on the same knowledge base and the same CRM.
Reminders and notifications
The agent calls to confirm appointments, remind about payments due and flag pending renewals, and writes the answer back to your CRM. Confirmed, rescheduled or no answer, each one on the record.
View detailsOutbound prospecting
The agent calls a list of prospects, introduces your company, qualifies interest with your questions and books a call with your sales team. Your team only picks up when the lead is ready.
View detailsInstant response to Meta Ads leads
When someone submits a Facebook or Instagram lead form, the agent calls them within seconds, while your ad is still on their mind, and qualifies or books before the interest fades.
View detailsCreate your first agent
in minutes
Sign up with your email, describe your business and talk to your agent before you connect anything.