Built inside Salesforce. Works end to end.

Unlike a dialler or a bolt-on, the AI agent lives inside the record that triggered it. This means full CRM context from the start, guardrails in place, every outcome logged automatically. It carries the same depth and compliance as an inbound conversation. And it scales without adding headcount.

A renewal date, a new lead, an overdue balance, a completed form: any change in Salesforce starts the conversation. No lists to import. No separate campaign tool.

One AI agent handles the outbound conversation it starts and the inbound call it receives. Voice, SMS or WhatsApp. Same persona, same knowledge base, same guardrails.

Every edge case escalates to a person, who sees the full conversation, no repeating. 93% AI Agent routing success. The moments that matter stay with your team.

Event fires. Agent acts. Outcome logged. All inside your CRM.

1
Trigger

A record changes

Any Salesforce event: a renewal window opens, a lead lands, a balance goes overdue, a form is submitted.

2
AI Agent

Takes the action

Reaches out across voice, SMS or WhatsApp, holds a natural conversation, acts on the record and follows the sequence.

3
Outcome

Logged & routed

Result captured, record updated, follow-up scheduled. Anything needing a person is handed off with full context.

The AI workforce handles

  • Outreach at scale: leads, renewals, overdue accounts
  • 24/7 coverage across voice, SMS and WhatsApp
  • Multi-step sequences with automatic fallback
  • Qualification, reminders and payment chasing
  • Every outcome logged to the Salesforce record

Your team handles

  • Conversations where judgement and empathy matter
  • Escalations with full context, no repeating
  • Relationship moments that build trust
  • Expansion and retention decisions
  • Coaching, quality and continuous improvement
93%
AI Agent routing success rate. When the AI escalates, your team sees the full conversation: every question asked, every answer given. No cold starts. No repeating.

The plays where outbound AI earns its place.

These are the plays where headcount becomes the constraint: where your team is doing the work but can’t reach everyone who needs to be reached. These are starting points, not a fixed menu; we configure the contact centre around the way your team already works (or wants to work).

01

A voice call or SMS triggers the moment a new account is created. KYC follow-ups, welcome calls and first-use nudges handled automatically.

Built for Revolut, Tide, Pepperstone

02

SMS reminder sent 24 hours before, voice follow-up if unconfirmed. Rescheduling handled in the same conversation, no agent needed.

Built for National Dental Care, Optima Dermatology, Scholastic

03

When a renewal date approaches in Salesforce, the agent reaches out by voice or SMS, confirms intent and can take payment, all before the customer lapses.

Built for Virgin Wines, WellnessLiving, BetterSure

04

A form submits, Salesforce fires, the agent calls within seconds. It qualifies intent over voice and sends a booking confirmation via SMS, at any hour.

Built for We Buy Any Home, Boomer Benefits, McMakler

05

Triggered by an overdue balance, the agent sends an SMS reminder and follows up with a voice call if needed, verifying the customer and offering payment options.

Built for IPF Digital, 365 Business Finance

06

Scheduled check-ins, availability calls and supplier updates sent via voice or WhatsApp, triggered directly from Salesforce records.

Built for Nutricia / Danone, Tradewind, Reconomy

Don’t see your use case? It’s clicks, not code. We build and configure the contact centre around how your team actually works, then prove it on one play before you expand.

1,000+

missed leads recovered each month · We Buy Any Home

£4,000

saved per month vs. a third-party answering service · We Buy Any Home

+77%

efficiency gain · Optima Dermatology

+20%

more sales opportunities · Accquis

  • Natterbox Outbound AI is built natively inside Salesforce, not a connector or bolt-on. Any change to a record can start a conversation. No lists to import. No separate campaign tool.

  • The same AI agent handles outbound and inbound, with one shared persona, knowledge base and guardrails, and humans in the loop by design. 93% AI Agent routing success.

  • Common plays include activation, appointments, renewals, lead qualification, collections and proactive check-ins. These are examples. Natterbox configures outbound around each team’s own use cases, across voice, SMS and WhatsApp.

  • Every outcome writes back to the Salesforce record as it happens, so an outbound interaction is as clean, logged and compliant as an inbound one.

  • Outbound Voice AI is part of the broader Natterbox AI Contact Centre: one platform replacing the frankenstack of carrier, contact centre and AI bolt-ons, native to Salesforce.