Max, the AI Outbound Sales Agent: Every Follow-up Tracked Until It Is Done.
Max works alongside your salespeople after the conversation ends. It turns call notes into next steps and follow-up tasks, drafts WhatsApp follow-ups, broadcast messages to consented contacts and email follow-ups (for example through Apollo sequences), checks the Singapore Do Not Call (DNC) Registry before any WhatsApp or phone marketing message, and tracks every follow-up date until it is done. A person approves every send.
Pre-built AI Automation · Live in about 1 month. Outbound follow-ups drafted by Max and approved by your team.
In a complimentary 30-minute consultation, you'll get:
- How your salespeople record call notes and next steps today
- Which contacts have agreed to hear from you on WhatsApp or email, and where that consent is recorded
- Who approves follow-ups and broadcasts before they go out
Outbound Follow-ups, Drafted by Max, Approved by Your Team
Many opportunities go quiet in the gap after the meeting: the follow-up that slips a week, the promised proposal nobody sends, the contact who never hears about the new offer. Max closes that gap without taking any decision away from your salespeople.
This is one pre-built automation with a fixed scope. It is the outbound partner to the inbound AI Omnichannel Sales Agent: one answers the people who contact you, the other helps your team follow up with the people you have already spoken to.
Type or paste your notes after a call, and Max turns them into clear next steps and follow-up tasks, each with an owner and a due date.
Personal WhatsApp follow-ups drafted from the conversation, sent through the official WhatsApp Business Platform with Meta-approved message templates.
WhatsApp broadcast messages drafted for contacts who have opted in to hear from you. Anyone without recorded consent is left out.
Follow-up emails drafted in your tone of voice, sent from your own mailbox or through Apollo sequences.
Before any WhatsApp or phone marketing message to a Singapore number, Max checks the number against the DNC Registry and holds back registered numbers unless clear consent is on file.
Each next step has a date and stays on the list until it is marked done, with a reminder when it is due or overdue.
Max drafts; a person reviews, edits and approves. Nothing is sent on its own, and every approval is recorded in an audit trail.
Start with a quick win, then grow
Start with a quick win: one pre-built automation, live in about a month. When you are ready for more, we grow it into a customised digital transformation project solution package, scoped to your processes and your data.
Complimentary 30-minute call, booked on Cal.com. No commitment required.
Two agents, both sides of the pipeline
The AI Omnichannel Sales Agent is your inbound sales representative: it answers and qualifies people who contact you, 24/7, and captures them into your CRM. Max is outbound: it picks up from your CRM and your call notes and helps your team follow up. Start with either one, or run them together.
See the inbound AI Omnichannel Sales Agent →What Max Is Designed to Do
These are design rules, not promised results: they describe how Max behaves on every follow-up.
Every WhatsApp message, broadcast and email waits for a person on your team to approve it.
Each next step has an owner and a date, and stays on the list until it is done.
Singapore numbers are checked against the Do Not Call Registry before any WhatsApp or phone marketing message.
Call notes become one clear list of tasks and draft messages, instead of notes scattered across notebooks and phones.
Max does the remembering and the first drafts; your salespeople keep the relationships and the decisions. Pair Max with the inbound AI Omnichannel Sales Agent and both sides of the pipeline are covered: inbound enquiries answered and qualified 24/7, outbound follow-ups drafted, approved and tracked.
Deployed Within 1 Month
Scoping (Week 1)
Map how call notes, contacts and consent are recorded today, agree your follow-up rhythm, and decide who approves what.
Set-up (Week 2)
Connect your CRM, your mailbox or Apollo, the WhatsApp Business Platform and the DNC Registry check, and load your message templates and tone of voice.
Testing (Week 3)
Run real call notes through Max, review the drafts and tasks with your team, and tune the wording, reminders and approval steps.
Go Live (Week 4)
Switch Max on for your sales team, walk them through approvals, and review the first week's follow-ups together.
Three Ways to Work With Us
Start with a fixed, ready-to-deploy automation — and grow into a fully custom build only if you need to.
Pre-Built AI Automation
A fixed, ready-to-deploy automation — exactly what's described on this page. Live in about a month.
+ Live Dashboard
Add a real-time dashboard to track and report what the automation is doing. An optional add-on.
Customized Agent
Need it tailored to your systems, or a workflow beyond this scope? We build a custom AI agent, priced to your project.