AI Voice Agent CRM and what's app Automation

Key Responsibilities & Workflow
​CRM Integration & Trigger:
​Automatically fetch lead data (Name, Phone Number, Service/Course Interest, Background Notes) from our CRM via API or webhook.
​Trigger outbound calls automatically when a new lead enters the CRM or on scheduled triggers.
​Conversational AI Voice Agent:
​Develop a low-latency, human-sounding conversational voice agent (using tools like Vapi, Bland AI, Retell AI, or LiveKit + Deepgram/ElevenLabs/Cartesia).
​Implement custom prompt engineering to handle interruptions, answer common questions, collect details, and maintain natural flow.
​Accurately categorize and qualify the lead's status (e.g., Interested, Not Interested, Call Back Later, No Answer).
​Data Logging & CRM Updates:
​Write call outcomes, transcripts, recordings, and qualification tags back into the respective CRM contact profile immediately upon call completion.
​Instant WhatsApp Notifications:
​Send instant WhatsApp alerts to the admin/team (via Twilio, Gupshup, Meta WhatsApp Business API, or Make/Zapier) when a lead is tagged as "Interested" or requires immediate human attention.
​Alerts should include: Lead Name, Phone, Status, Key Interest, and Call Summary.
​Automated Follow-Up Sequences:
​Implement multi-step automated messaging sequences across set intervals (e.g., immediate follow-up, Day 2, Day 5, Day 10).
​Deliver customized messages depending on the qualification outcome (e.g., nurture sequence for warm leads, information brochure for requests, check-in for unanswered calls).