Company lead sourcing
What: Build campaign pools by segment.
Why: Stronger targeting improves conversation relevance.
Outcome: Better top-of-funnel quality.
Everything Included
The complete outbound operating stack
Vantara is structured around one commercial objective: deterministic outbound qualification that produces booked virtual demos with operator-visible control.
Lead Sourcing + Readiness
Target better leads and reach intent faster
Direct decision-maker targeting
What: Prioritize decision-maker contacts during prep and launch.
Why: Cuts wasted dialing and shortens the route to buying intent.
Outcome: Better pipeline economics per campaign wave.
Readiness workflow
What: Organize leads before campaign launch.
Why: Operators need reliable launch consistency.
Outcome: Cleaner execution and reporting.
Outbound Calling + Qualification
Outbound-only runtime with deterministic qualification logic
Outbound discovery agent flow
What: AI voice handles outbound discovery conversations.
Why: Creates coverage without proportional headcount expansion.
Outcome: More conversations entering qualification.
Status progression + route clarity
What: Calls resolve to explicit status outcomes.
Why: Teams need clear routing and follow-up control.
Outcome: Less ambiguity in day-to-day operations.
Inbound AI Agent
Answer inbound calls without turning campaigns into inbound workflows
Inbound AI Agent
Let your AI agent answer incoming calls, qualify callers, follow your configured CTA, and log every conversation automatically.
Flexible number setup
- Works with the same caller-facing number used for outbound, or a dedicated inbound number.
- Uses each workspace’s configured profile, offer, CTA, and booking/action rules.
- Keeps inbound and outbound reporting separated.
- Phone numbers and usage are billed separately through Channels/usage.
Booking + Scheduling
Demo-first conversion model
Virtual demo booking handoff
What: Qualified leads transition to booking workflow.
Why: Keeps campaign output tied to revenue action.
Outcome: More booked demos on calendar.
Calendar-connected coordination
What: Booking flow aligns to connected calendar processes.
Why: Reduces manual back-and-forth.
Outcome: Faster scheduling throughput.
Artifacts + Operator Review
Workspace-visible truth and reviewable call/meeting evidence
Outcome persistence
What: Campaign and call outcomes persist in workspace reporting views.
Why: Operators need consistent source-of-truth visibility.
Outcome: Better operational governance.
Transcripts and summaries
What: Transcript and summary artifacts support QA and script iteration.
Why: Improvement requires concrete review data.
Outcome: Faster optimization loops.
Recordings + downloads where available
What: Call recording downloads and meeting playback/download URLs are available where capture assets exist.
Why: Deep review and coaching depend on artifact access.
Outcome: More accountable operator follow-up.
Voice Identity Controls
Default standard voice plus optional premium/clone paths
Standard voice included
What: Baseline voice runtime in core plans.
Why: Launch quickly without add-on dependency.
Outcome: Predictable onboarding.
Premium voice catalog (optional)
What: Workspace can unlock higher-end voice catalog options.
Why: Delivers more branded caller presence in market-facing outreach.
Outcome: Stronger voice identity control at scale.
Instant voice clone workflow (optional)
What: Clone flow is workspace-gated with consent and entitlement checks.
Why: Teams can align outbound calling to a specific approved brand/persona voice.
Outcome: Premium voice identity with operational safeguards.
Feature Details