BE VOICEOutbound personas
Who makes the calls your team never gets to
Each persona knows the job and the rules for that kind of call. Give it your list, from a spreadsheet or your own system, and it works through the calls and gives you a result for every person.
Ready-made template
Accounts receivable
Calls about overdue invoices, checks it's speaking to the right person first, and agrees a date to pay.
You get: Promise to pay (amount and date), already paid, dispute, call back, voicemail left.
Ready-made template
Appointment reminders
Confirms upcoming appointments, answers where and what to bring, and takes reschedules and cancellations.
You get: Confirmed, reschedule (with the time that suits), cancel.
Ready-made template
Booking confirmations
Confirms today's or tomorrow's bookings and party size, takes changes, and frees cancelled tables so the waitlist can have them.
You get: Confirmed, change requested, cancelled, running late.
Ready-made template
Job and delivery confirmations
Confirms a visit or delivery window the day before, notes gate codes, parking and pets, and takes reschedules.
You get: Confirmed (with access notes), reschedule, cancel.
Ready-made template
Speed-to-lead
Calls a new enquiry within minutes of your web form, asks a few qualifying questions and lines up the next step.
You get: What they need, how soon, where, and the best time to call back.
Ready-made template
Renewals
Calls before a policy, plan or contract renews: confirms they're renewing and notes any changes or questions, never pushy.
You get: Renewing, changes wanted, not renewing (and why), call back.
Ready-made template
Win-back
Calls lapsed customers or members, finds out why they left, makes your offer once, and books them back in.
You get: Coming back, not interested (and why), call back.
Ready-made template
Shift filling
Offers an open shift to staff on your list, checks it's still free, and gives it to the first who says yes.
You get: Accepted, declined, call back, already filled.
Ready-made template
Surveys and information capture
Asks your questions in a natural conversation and records each answer as a value: a score, a yes or no, a choice, a date or a comment.
You get: Every answer in its own column, ready to export.
Ready-made template
After-service feedback
A short call after a job or visit: a score out of five, what went well, what to improve, and whether they'd recommend you.
You get: Scores and comments for every call, and unhappy customers flagged.
Ready-made template
Sales calls
Sells from the offer you describe, handles questions and objections within set limits, and books a meeting or takes a quote request.
You get: Meeting booked, quote requested, call back, not interested (and the objection).
Built from the platform
Calls from your app
Your software or AI assistant gives the goal and instructions, and BE Voice holds the conversation and hands back the result.
You get: The outcome, the answers, a summary and the transcript, back in your system.
Every template is a starting point: change the greeting, the instructions, the questions, what it knows and which of your systems it uses, then try it with a test call before it goes live.
Every built-in outbound persona
- Calls inside the right hours for that kind of call, in each person's own time zone
- Says it's an automated assistant and who it's calling for
- Leaves a neutral voicemail message, and tries again later if there's no answer
- Puts anyone who asks not to be called again on your do-not-call list, straight away
- Sends every result to the console, an export or your own system
Calling within the rules → · Answering calls instead? See the inbound personas.
Start with a free pilot
We set BE Voice up for your business and you try it on real calls before you decide.