The client sought to enhance their oil and gas investment site by developing AI-powered agents, along with a dashboard and admin portal. Virstack’s AI voice and text agents are designed to follow up with leads, minimizing the need for multiple sales personnel. The AI text agent engages potential clients, answers queries, and schedules follow-up calls, while the AI voice agent handles outbound calls, providing similar functionalities over the phone. The portal facilitates the management of potential clients and maintains up-to-date details for their investment offers as well as updates the calendars and CRM systems.
The primary challenge was to create an integrated system that efficiently handled client engagement through both texts and phone calls, while also providing administrators with a comprehensive tool to manage leads and investment offers. The system needed to allow admins to follow up with leads using AI, while maintaining a seamless and efficient process without disrupting the existing user experience or workflow.
Technology Stack
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Frontend
React js, Tailwind, Vite -
Backend
Node.js -
Cloud Infrastructure
Amazon Web Services (AWS) -
Integration
Google Workspace and Pipedrive CRM
Key Features
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Secure user login and management for the Admin Portal
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AI auto-dialer for outbound calls, scheduling follow-ups, and transferring calls to a live agent if needed
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AI-powered texting for engaging with leads, scheduling follow-ups, and connecting leads with a live agent if needed
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Admin Portal for managing leads, offers, agents, users, and for following up with leads
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Opt-in form for investors to get themselves added as leads into the system
Admin Portal Development
Implemented secure login, password management, and a comprehensive interface for managing leads, offers, agents, and users. Integration with GHL for syncing lead details ensured up-to-date information.
AI-Powered Calls
Designed to automate outbound calls to identify and qualify potential investors, deliver targeted investment information, record responses, and manage call transfers to human agents. This feature enhances outreach efficiency and improves client engagement.
AI-Powered Texting
Developed to engage leads through text interactions, provide tailored investment information, and schedule follow-up calls. The chatbot effectively identifies qualified investors and seamlessly transitions them to human agents when necessary, improving lead management and engagement.
Qualifying leads via AI
The AI agents are designed to engage with leads in a human-like manner, effectively engaging them in conversations identifying their investment potential without the need for sales personnel involvement. Once leads are qualified, their status is updated in the GHL system.
Results
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Streamlined Client Interaction
Integration of Virstack AI agents allowed potential clients to receive timely information and follow-ups with minimal intervention from admin users, improving engagement and efficiency. -
Efficient Lead Management
The Admin Portal provided administrators with robust tools to manage leads, offers, and agents, ensuring smooth operations and up-to-date data. -
Enhanced User Experience
A more cohesive interaction process, with the ability to handle inquiries and schedule follow-ups directly through the chat or via phone calls, maintaining a seamless experience.