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An AI voice agent calls new leads within 30 seconds.

LeadTrack AI is a sales platform used by many client businesses. When a new lead comes in from a web form or through the API, an AI voice agent makes the first call within 30 seconds, inside the calling hours set for that client. It asks the qualifying questions and books the meeting. Leads that qualify go to a salesperson.

First call
<30s
Calls completed
100K+
Conversion
+38%

Speed to lead

  1. 1New lead arrivesWeb form, API or webhook
  2. Workflow startsinside the calling hours
  3. First call goes outunder 30 seconds
From a lead arriving by web form, API or webhook to the first call: under 30 seconds, inside the calling hours set for the workflow.
In short

How an AI voice agent qualifies leads and books meetings

LeadTrack AI is a sales platform built by CODT Technologies. Many businesses use it, each in its own separate account. Leads arrive by CSV, API or webhook. An AI voice agent trained on the client's data calls each lead inside the calling hours set for it, asks the qualifying questions and books the meeting. Qualified leads go to a salesperson.

Industry
AI · Sales tech
Platform
SaaS · Telephony
Disciplines
AI Agents · SaaS · DevOps
Before the first call

The rules set for each client before the agent calls

Each LeadTrack AI client has one or more workflows. An admin sets a workflow's rules once, in the form below, and the AI voice agent follows them on every call. This is the real screen, top to bottom.

  1. 1Call directionOutbound: the AI calls the lead. The form also offers inbound, where the AI handles calls coming in from leads.
  2. 2Workflow process flowNew lead, AI call, appointment, then the result is logged on the lead. The form calls this last step “Update CRM”.
  3. 3AI agent serviceThe voice AI service that runs the agent, and the agent's ID. This is where the AI model is plugged in.
  4. 4Outbound calling numberThe number leads see on their phone. A checklist asks the admin to check it in Twilio and against local calling rules.
  5. 5Call retry configurationHow many times to try again, and how long to wait between calls.
  6. 6Cal.com integrationThe client's calendar, by API key and event type, so meetings land in the right place.
  7. 7AI calling windowStart time, end time and time zone. The agent does not call outside these hours.
LeadTrack AI workflow form, whole: call direction, process flow, AI agent service, outbound calling number with a compliance checklist, call retry, Cal.com and the AI calling window

Open the full-size screen

The four steps

One lead, from upload to a booked meeting

Every lead in LeadTrack AI passes through four steps: it comes in, the AI voice agent calls, the meeting is booked and the result is logged. Each step below is a real LeadTrack AI screen.

Step 1 of 4 · New Lead

A list of leads comes in

The client uploads a CSV file with name, phone and email, or has its own web forms send each new lead straight in through the API or a webhook (an automatic message from one system to another). Each list gets a workflow, so the agent knows which rules apply.

LeadTrack AI lead ingestion screen: CSV upload or API and webhook tabs, the CSV format note and the workflow assignment

Step 2 of 4 · AI Calls

The AI voice agent makes the call

The agent is trained on this client's data and process: the script, the qualifying questions, what makes a good lead. It answers from that data. Every call lands in the call log with its status and length, so the team can see what happened.

The AI model

One voice agent per workflow

Chosen on the workflow form by service provider and agent ID. Two workflows for the same client can use different agents.

LeadTrack AI call log: lead name, phone number, status (completed or failed), duration, minutes and date of each call

The calling window

The agent only calls between the start and end time set on the workflow, in the client's time zone. A lead that arrives outside those hours waits until the window opens.

The retry rule

No answer? The agent calls again after the interval set on the workflow, up to the maximum number of retries. The form's own example: 3 retries, 24 hours apart, so up to 4 calls in total.

Step 3 of 4 · Appointment

The meeting is booked

While the lead is still on the phone, the agent checks the client's Cal.com calendar and books a time. Each booking shows its event type, such as a demo or a discovery call, and its status: confirmed, completed or cancelled.

LeadTrack AI bookings screen: totals for confirmed, completed and cancelled meetings, and each booking with its date, length, event type and status

Step 4 of 4 · Log Result

The result is logged

Every lead carries its workflow and a status: New, Contacted, Qualified, Converted or Lost. The client's team can search the list, filter it by status or workflow, and export it.

LeadTrack AI leads list: each lead with phone, email, workflow, status and the date it was created

The human step

Qualified leads go to a salesperson

The salesperson gets the lead together with the call record and the transcript, and decides what happens next.

All screens come from the demo account. The names, numbers and dates on them are sample data.

Behind the screens

One platform, many client businesses

LeadTrack AI runs many client businesses on one platform. Each one is a separate account with its own leads, calls, bookings and workflows, and its data is kept apart from every other client.

LeadTrack AI workflow management for one client: two workflows with agent ID, event type ID, calling window and time zone
One client's workflows, each with its agent, calendar event type, calling window and time zone.
LeadTrack AI admin client list: totals for active, pending and inactive clients, and a card per client with leads, calls and bookings
The client list: every account with its leads, calls and bookings, and the buttons to manage it.

The admin can open any account with “View as client” and see exactly what that client sees. That is why the client screens on this page carry a “Viewing as Client” badge.

What it runs on

The voice agents run on Retell AI. The platform is built with Node.js and React and hosted on AWS.

  • Retell AI
  • Node.js
  • React
  • AWS
The numbers

What changed for LeadTrack AI

Measured on the LeadTrack AI production platform: the first call within 30 seconds, 100,000+ calls completed, and conversion up 38% since the agents started making first calls.

WhatFigure
Speed to first callFrom the moment a lead arrives, inside the client's calling window.<30s
Calls completedLive calls with real prospects on the production platform.100K+
Conversion liftSince the agents started making the first call.+38%
In the client's words
I had worked with other agencies before. CODT Technologies was the first to question parts of our spec, and they were usually right. Our voice agents went live on a platform we can grow on, and the senior people I met at the start stayed on the project.
Neel BhattacharyaNeel BhattacharyaFounder · LeadTrack AI
What more we can build

What else we can build on an AI voice agent platform

Everything above runs in LeadTrack AI today. The ideas below are not live features. They are additions CODT Technologies can build on the same AI voice agent platform, for LeadTrack AI or for your own sales team.

  • + Can be added

    Inbound on your own number

    The form already has an inbound option. We can set up an agent that answers your business number, qualifies the caller and books the meeting.

    AI voice agent development
New LeadRuns today
  • + Can be added

    Your scripts and rules

    Your questions, your scoring and your hand-off rules, so the agent sorts leads the way your best salesperson would.

    AI agent development
  • + Can be added

    Follow-up after a missed call

    A text, WhatsApp message or email between retries, so a busy lead can reply when it suits them.

    AI agent development
AI CallsRuns today
  • + Can be added

    Your leads' language

    An agent that speaks the language your leads speak, with a script written for that market.

    AI voice agent development
  • + Can be added

    Other calendars

    Google Calendar or Outlook next to Cal.com, so meetings land where your team already works.

    SaaS development
AppointmentRuns today
    • + Can be added

      Your CRM

      Each call result and booking also sent to the CRM your team already uses, such as HubSpot, Salesforce or Pipedrive, or to one we build for you.

      CRM development
    Log ResultRuns today
    • + Can be added

      Reports

      Answer rates, bookings per list and the best hours to call, built from the call logs you already have.

      Data engineering

    If your team already calls every new lead within a few minutes, an agent like this adds less. It helps most when leads come in faster than people can call them back.

    Case FAQ

    Frequently asked questions

    Anything we missed?

    Put it in a brief. A senior engineer reads it and replies within one business day.

    How fast does the AI voice agent call a new lead?

    LeadTrack AI's voice agent makes the first call within 30 seconds of a new lead arriving through the API or a webhook, for example from a web form, as long as the lead arrives inside the client's calling hours. The lead's workflow starts the call, and the call appears in the call log with its status and length.

    The AI cold-calling agent

    How does the agent know when it is allowed to call?

    Every LeadTrack AI workflow has a calling window: a start time, an end time and a time zone. The agent only calls inside that window, and a lead that arrives outside it waits until the window opens. Two workflows for one client can use different hours, for example 09:00 to 17:00 for one list and 10:00 to 18:00 for another.

    What happens if the lead does not answer?

    If nobody answers, LeadTrack AI's agent calls again. Each workflow sets the maximum number of retries and the time to wait between them. With 3 retries 24 hours apart, a lead gets up to 4 calls in total. Every attempt is logged with its status, so the team can see when the lead was called and what happened.

    How does the AI agent book the meeting?

    In LeadTrack AI, each workflow is connected to the client's Cal.com account with an API key and an event type. During the call, the agent checks the calendar for a free slot and books it. The booking then appears in the client's dashboard with its date, length, event type and status: confirmed, completed or cancelled.

    Does a person stay involved, or does the AI do everything?

    Yes. In LeadTrack AI an admin sets the rules for every workflow: the calling hours, the retries and the calendar. The client's team can read every call record and transcript. When a lead is marked Qualified, a salesperson takes it over with the call record and decides the next step.

    Can the agent answer inbound calls as well?

    LeadTrack AI's workflow form has both directions: outbound, where the AI calls the lead, and inbound, where it handles calls coming in from leads. If you want an AI voice agent that answers your own business number, qualifies the caller and books the meeting, CODT Technologies can build and set that up for your business.

    AI agent development

    Can the voice agent speak German, French or other languages?

    An AI voice agent like the one in LeadTrack AI can be set up to speak German, French or another language your leads speak, because the voice AI services we build on handle many languages. CODT Technologies writes the script for each market instead of translating it word for word.

    Is each client's data kept separate?

    Yes. Each business on LeadTrack AI has its own account with its own leads, calls, bookings, workflows and settings, and that data is kept apart from every other client. All clients share one codebase, so a fix or an improvement reaches everyone at once. The admin can open an account with “View as client” to help.

    How long does it take to build an AI voice agent platform like this?

    Our indicative band for a first production voice agent on the same stack is 10–20 weeks. That covers the telephony, the qualifying logic and the hand-off to a person. A full multi-tenant platform like LeadTrack AI, with admin and client dashboards, sits in our complex-platform band of 20+ weeks.

    AI voice agent pricing guide

    What does an AI voice agent like this cost?

    Our indicative band for a first production voice agent is $25,000–60,000, depending on the calls, the integrations and the hand-off rules. The fixed number comes from a paid discovery sprint. The first workshop and a high-level estimate are free, usually back within three working days. The full bands are on our pricing page.

    See pricing

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