Module 3 · Project 2: Outbound Calling Agent on Vapi (reminders and lead qualification)

OBJECTIVE: build an outbound agent that calls a list of people — appointment reminders and confirming or rescheduling, or qualifying leads who filled a form — handles voicemail, follows calling rules, and writes results back to a sheet/CRM — and learn how outbound campaigns differ from inbound calls. WHAT WE COVER (in project order): • Outbound use cases, consent and calling rules • Personalised calls with variables (name, date, product) • Starting calls by API and running a campaign from a list • Voicemail and no-answer handling, retries and calling windows • Multi-step calls with several assistants (squads/hand-offs) • Writing results back to the CRM • Campaign metrics: connect rate, completion, conversion, cost per success AFTER THIS MODULE YOU CAN: • Run a compliant outbound calling campaign end to end • Personalise calls and capture results automatically • Measure and improve a campaign with numbers TOOLS: Vapi (API + campaigns), a small Python script or FastAPI service, Google Sheets/CRM, your consented test contact list.