AI Calling

How to Automate Sales Calls with AI (Step-by-Step)

2026-10-02 · 5 min read

Automating sales calls with AI means setting up an AI voice agent that dials your prospect list, conducts qualifying conversations, and surfaces warm leads — without any manual dialing. This guide walks through the exact setup process.

Step 1: Set Up Your SIP Carrier (BYOC)

Create an account with SignalWire, Twilio, or VoIP.ms. Purchase a DID (phone number), create a SIP trunk, and copy the credentials. In TaskFirst's Voice Settings, add your SIP trunk to connect your AI agent to your phone number.

Step 2: Configure Your AI Voice Agent

In Voice Agents, create a new agent. Configure: name, voice, opening message, and conversation objective (e.g., "Qualify for interest in B2B lead generation software and transfer if interested").

Step 3: Build Your Call List

Use the B2B Lead Finder to search for businesses in your target category and location — results include phone numbers. Alternatively upload a CSV. Review and filter for businesses matching your ICP.

Step 4: Create and Launch the Campaign

In Voice Campaigns, create a campaign, select your AI agent and call list, configure dialing speed and calling hours, enable voicemail detection, set up live transfer, and launch. The AI begins dialing automatically.

Step 5: Monitor in Real Time

The Call History dashboard updates in real time with every outcome: answered, voicemail, no answer, transferred. Full call transcripts are available immediately after each answered call.

Step 6: Review Results and Refine

After your first campaign, review: answer rate, qualification rate, and transfer rate. If answer rate is low, try different calling times or a local area code. If qualification rate is low, review transcripts to identify where conversations break down.

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