Conversational AI Agents let you build and deploy outbound AI calling agents that make phone calls to your customers and prospects automatically. Set up a campaign, select your contacts, and let the AI handle the calls — qualifying leads, following up on estimates, confirming appointments, or running promotional outreach at scale.

This is part of QuoteIQ's Virtual Call Team. While the AI Receptionist handles inbound calls 24/7, Conversational AI Agents handle outbound — proactively reaching out to customers on your behalf.

No competitor in the field service management space offers outbound AI calling. Most competitors (like Jobber) only offer inbound AI answering. QuoteIQ is the only FSM platform where AI makes calls for you.

Create AI agents trained with your company information, services, and messaging. Each agent can be customized with your brand's tone and personality, so calls sound natural and professional.

Select a group of contacts and launch a batch calling campaign. The AI agent calls each person, delivers your message, qualifies interest, and logs the results — all without you picking up the phone.

Full control over when your agents are live. Activate an agent to start taking or making calls. Deactivate when you want to pause. Toggle on and off anytime from your QuoteIQ dashboard.

Assign dedicated phone numbers to your AI agents so outbound calls come from a recognizable, professional number.

Send calls to many contacts simultaneously. Run large-scale outreach campaigns for seasonal promotions, estimate follow-ups, appointment confirmations, or customer win-back efforts.

Every call is recorded, transcribed, and summarized automatically. Review call logs from your dashboard to see what was discussed, which leads were qualified, and what follow-up is needed.

Sent 20 estimates last week that haven't been approved? Launch an outbound campaign to follow up with each customer. The AI calls, asks if they have questions about the estimate, and reports back who's ready to move forward.

Spring cleaning season starting? Set up a campaign to call last year's customers with a promotional offer. The AI delivers your message, captures interest, and logs who wants to book.

Have a full schedule this week? Deploy an AI agent to call each customer and confirm their appointment, reducing no-shows without your team spending hours on the phone.

Haven't heard from some customers in 6 months? Launch a win-back campaign. The AI reaches out, checks if they need service, and flags warm leads for your team to follow up on.

Got a batch of new leads from a marketing campaign? Let the AI agent call each one, ask qualifying questions, and sort them into hot, warm, and cold — so your team only spends time on the best opportunities.

Conversational AI Agents are part of QuoteIQ's broader Virtual Call Team (VCT) feature. Here's how the pieces fit together:

Both features use the same IQ Credits and per-minute pricing. Both are available on all plans.

Need more? Purchase additional IQ Credits anytime: 2,500 for $25 · 5,000 for $50 · 10,000 for $100 · 25,000 for $250.

Conversational AI Agents are outbound AI calling tools built into QuoteIQ. You build an AI agent, assign it a phone number, and deploy it to call your customers or prospects — individually or in batch campaigns. Every call is recorded, transcribed, and summarized.

Yes. Available on all QuoteIQ plans: Essentials ($29.99/mo), Beginner ($74.99/mo), Pro ($149.99/mo), Elite ($299/mo), and Max ($699/mo).

The AI Receptionist handles inbound calls — answering when customers call you. Conversational AI Agents handle outbound calls — proactively calling customers and prospects on your behalf. Both are part of the Virtual Call Team.

Yes. Batch calling lets you send calls to many contacts simultaneously. Set up a campaign, select your contact list, and the AI handles the rest.

The first minute is $1.25, then $0.017 per second after that. You can also use IQ Credits (125 IQC = 1 minute). A $25 auto-recharge kicks in if your balance drops below 10 minutes.

Yes. Every call is automatically recorded, transcribed, and summarized. You can review call logs from your QuoteIQ dashboard.

Yes. You have full control to activate and deactivate agents anytime from your dashboard.

Yes. You can train your AI agent with your company information, services, and preferred messaging. You can also customize the agent's voice and personality to match your brand.

No. Most competitors like Jobber only offer inbound AI answering (AI Receptionist). QuoteIQ is the only field service management platform that offers outbound Conversational AI Agents for proactive customer outreach.

Yes, but you should ensure compliance with applicable telemarketing regulations (like the Telephone Consumer Protection Act) for your area. The AI agent can make outbound calls to any contacts in your QuoteIQ CRM.

Need help? Contact us at support@quoteiq.io or text (912) 913-7154.

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