Features · AI Outbound Orchestration

AI Outbound Orchestration

Every lead, every open invoice, every silent customer — proactively engaged via AI voice, WhatsApp, email, and SMS. Automatically handed to a human agent when it matters.

When a lead enters, an invoice goes unpaid, or a customer goes quiet — Round Infinity acts first. AI voice calls, WhatsApp messages, and emails go out automatically. Human agents step in only when the AI flags it's needed.

Round Infinity's AI Outbound Orchestration engine turns every trigger — a new lead, a missed payment, a closed ticket, a completed delivery — into a multi-step engagement sequence across voice, WhatsApp, email, and SMS. The AI decides which channel to use first, tracks each response, and moves to the next channel if there's no reply. When a customer asks a complex question, expresses frustration, or the AI can't resolve it — the conversation is automatically handed to a human agent with the full interaction history already loaded.

Every campaign is built from your CRM data — customer segment, interaction history, overdue balance, appointment date, or lead source. Messages are personalised per contact, send times are optimised per timezone, and A/B test results feed back into the engine to improve every subsequent sequence automatically.

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⓪ Trigger ⚡ Lead or Event Enters 🙋 New lead captured (web/call) 💳 Invoice overdue 📅 Appointment tomorrow ✅ Service completed 📣 Campaign / Promo launch ① Sequence Builder 🎯 Define the Play 💳 Payment nudge sequence 🙋 Lead nurture sequence 📅 Appointment reminder ⭐ Post-service feedback ② Audience & Timing 👥 Segment & schedule 🗂️ CRM segment / lead stage ⏰ Optimal send time AI 🌍 Timezone & language aware 🚫 DNC / Compliance filter ③ AI OUTBOUND CHANNELS 💬 WhatsApp Templates · Rich media · 2-way reply 📞 AI Voice Call LLM voice · NLU · confirm · collect 📧 Email AI-personalised · open/click tracked 📱 SMS Short code · link · delivery receipt ④ AI Decision Engine 🧠 Per-customer response tracked ✅ Responded / Paid / Confirmed → Close sequence · update CRM 🔄 No response after N days → Try next channel in sequence 🆘 Negative / Complex query → Escalate to human agent ⑤ Outcomes ✅ Goal met Sequence closed · CRM updated 🔁 No response Next channel tried automatically 🎧 Human agent assigned Full AI history passed over Agent picks up in context 📊 A/B results · campaign analytics Feed back to optimise next sequence 🎧 Human Agent Handoff — How It Works AI detects: complex query · frustrated customer · payment dispute · negotiation needed → Sequence paused · agent assigned · full conversation history pre-loaded in agent workspace Agent sees: channel · prior messages · CRM context · AI summary — ready to resolve in seconds Sequence loop: next channel tried automatically after no response
Lead Enters — AI Engages Immediately
The moment a lead is captured — from a web form, inbound call, WhatsApp enquiry, or campaign click — Round Infinity automatically launches an outbound engagement sequence. The AI voice bot calls the lead within minutes, qualifies interest, answers basic questions, and books a callback or demo. No lead waits. No rep needed to make the first move.
Multi-Channel Outbound Sequences
Define a sequence once — WhatsApp first, then voice call if no reply in 24 hours, then email on day 3, then SMS on day 5. The engine works through the sequence automatically per contact, stopping the moment the customer responds. No manual follow-up scheduling, no leads falling through the cracks.
AI Voice Calls — LLM-Powered, Not Robocalls
Round Infinity's outbound voice agent uses a large language model to hold a real, contextual conversation — not a pre-recorded message. It can confirm appointments, collect payment intent, qualify lead interest, handle common objections, and capture responses. Available in multiple languages. Calls are recorded, transcribed, and logged to the CRM automatically.
Payment & Invoice Nudge Campaigns
Overdue invoices trigger an automated multi-step reminder sequence — a WhatsApp message with a payment link, followed by an AI voice call if unpaid after 48 hours, followed by an email escalation. The sequence stops automatically on payment. Each message is personalised with the customer name, invoice amount, and due date pulled from the billing system.
Human Agent Handoff — With Full Context
When the AI detects a complex query, an emotional customer, a negotiation, or a complaint it cannot resolve — the sequence pauses and the conversation is immediately assigned to a human agent. The agent workspace opens with the full channel history, CRM record, AI interaction summary, and suggested next action already loaded. The agent steps in informed, not blind.
Personalisation from CRM & Transaction Data
Every message is personalised using live data from the customer record — name, purchase history, open balance, last interaction, assigned rep, service type, and location. No static merge tags. The AI voice bot and WhatsApp messages reference the customer's actual context, making every outreach feel one-to-one even at thousands of contacts at scale.
Smart Scheduling & Timezone Optimisation
Send times are optimised per contact based on prior response patterns, timezone, and preferred channel. Voice calls go out during business hours in the customer's local time. WhatsApp messages are sent when engagement rates are highest. The engine learns over time — contacts who respond to morning voice calls get called in the morning on the next sequence.
Response Tracking, A/B Testing & Analytics
Every outbound touchpoint is tracked — delivered, opened, clicked, called, answered, replied, ignored. A/B test different message variants, subject lines, or channel orders across segments. Results feed back into the sequence builder automatically so the highest-performing combination becomes the default for the next campaign run.
Compliance, DNC & Opt-Out Management
Do-not-contact lists are enforced automatically before every send. Customer opt-outs via any channel — replying STOP to an SMS, unsubscribing from an email, or requesting no more calls — are captured immediately and applied across all active sequences for that contact. Regulatory timing windows (no calls before 9am or after 8pm) are enforced per jurisdiction without manual configuration.