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How to set up the AI Voice Agent for outbound calls in HelloGrowthCRM

Configure HelloGrowthCRM's AI Voice Agent (Vapi + Twilio) to make outbound calls, qualify leads, book demos.

25 min readUpdated 12 Jun 2026
advanced
Rushabh ShahRushabh Shah

What this guide helps you do

Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.

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AI Voice Agent (vapi-outbound-call edge function) makes outbound calls, conducts qualifying conversations, books demos, hands off to humans.

How to use this guide

Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.

What you'll need

  • Pro tier or above
  • Twilio connected
  • Vapi account
  • Approved AI cost cap
  • 30-60 minutes for first agent
  • Compliance review (TRAI in India, TCPA US)
  1. 1

    AI → Voice Agents → +New

    AI → Voice Agents → +Create agent.

  2. 2

    Pick agent purpose

    Lead qualification, Demo confirmation, Re-engagement, Survey.

  3. 3

    Configure script

    Opening, Discovery, Closing.

  4. 4

    Pick voice

    Indian English M/F, US English M/F, Hindi M/F, Marathi, Tamil.

  5. 5

    Set conversation goals

    Confirmed demo, Qualified, Disqualified, Callback requested.

  6. 6

    Configure handoff

    Transfer to live rep on objection or complex question.

  7. 7

    Set call hours

    India: 10 AM-7 PM IST (TRAI compliance).

  8. 8

    Connect calendar

    Books demos on Google Calendar / Outlook.

  9. 9

    Set cost cap

    $0.30-0.60/min. Cap at e.g., 200 calls/day.

  10. 10

    Test with internal numbers

    Calls to your team to verify script flow.

  11. 11

    Activate gradually

    Start 10-25/day. Scale to 100s after 1-2 weeks.

Frequently asked questions

Is this legal?

Auto-calling tight regulations. India TRAI + NDNC. US TCPA. Get legal sign-off.

Cost per call?

~$0.50 per 5-minute call total.

How realistic?

Modern TTS nearly indistinguishable. Hindi voices similar quality.

Handle objections?

Yes within scripted patterns. Novel objections trigger handoff.

Multilingual within one call?

Yes — Hindi-English mix handled.

Will my reps be replaced?

No — voice agent handles top-of-funnel; humans close. Most teams 2-3x rep capacity.

Related articles

See it in product

Try it yourself

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Still need help?

If this article does not match your account setup, rollout stage, or edge case, review more guides in AI Agents or contact our team for direct help.

Rushabh Shah
Rushabh Shah· Co-Founder, HelloGrowthCRM

Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.

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