Client Name
Client Name
client address
Noah The Developer
San Francisco, CA

AgentX

Human-Like AI Phone Calls
Website
For Real Estate Agents
For Solar Reps
For Med Spas

AgentX Voices

Meet some of our favorite AI Agents.. you might even recognize some here.
You'll have 24+ voices to choose from or simply add your own voice to your AgentX.

Cardone.ai

Barbara.ai

Graham.ai

AgentX In Action

Witness AgentX in action as it handles key conversational challenges during a live call scenario.

Scheduling

Qualifying

Objection Handling

AI Powered Texting

AgentX will take over your SMS handling both inbound and outbound.
Qualify | Nurture | Convert | Follow-up

The Idea: Revolutionizing Sales Outreach with AI

AgentX is an innovative platform designed to automate and optimize sales outreach for professionals across industries. By leveraging AI-driven call campaigns, AgentX enhances productivity, streamlines lead generation, and drives overall revenue growth. Whether you're in real estate, insurance, SaaS sales, or any profession that relies on building relationships and closing deals, AgentX empowers you to scale outreach efforts effectively while maintaining a personal touch.

The Process

Ideation and Conceptualization
20 days
Market Research and Analysis
15 days
Wireframing and
Design
45 days
Prototype Development
15 days
Fundraising and Capital Acquisition
90 days
Completed in
185 days

The Team & Tools Used

Team

Product Developer
Noah
Developer
Salman
Quality Assurance
Adrian
Project Manager
Tal
Quality Assurance
Wally
Designer
Perick

Tools Used

Figma
Design and Prototype
VSCode
IDE to build the platform
Clickup
Project Management
OpenAI
LLM
ElevenLabs
Voice Library
Twilio
SIP Trunk to handle calls

Teck Stack

Node.js
AWS
Twilio
React Native
Pinecone
LLM
Stripe

The Problem: Inefficient and Costly Lead Generation

Professionals in various industries often spend significant time on repetitive outreach tasks, such as cold calling, follow-ups, and client engagement. These efforts can be time-consuming, expensive, and may fail to connect effectively with potential clients, resulting in missed opportunities and decreased productivity.

Solution: AgentX AI-Powered Assistant

AgentX AI-Powered AssistantAgentX tackles these challenges by providing an AI-driven assistant that revolutionizes outreach efforts with:
  • Automated Outreach
    Handles calls and messages, mimicking the professional's unique communication style.
  • Targeted Campaigns
    Focused outreach based on specific criteria, such as location, client demographics, or project relevance.
  • On-Demand Campaigns
    Easily upload contact lists and launch campaigns with minimal effort, enabling quick scalability.
  • Pay-As-You-Go Pricing
    Affordable, usage-based pricing to suit various needs, starting at just $97 for up to 1,000 calls.
  • Real-Time Personalization
    ‍    Customizes interactions dynamically based on recipient responses, ensuring an engaging experience.
  • Data-Driven Insights
    ‍    Provides in-depth analytics on outcomes, engagement, and lead quality to optimize strategies.

A/B Testing

To optimize user experience, we conducted A/B testing on various user interface designs for the main dashboard. This process helped identify the layout that facilitated the most efficient navigation and highest user engagement.

Wireframing

To optimize user experience, we conducted A/B testing on various user interface designs for the main dashboard. This process helped identify the layout that facilitated the most efficient navigation and highest user engagement.

Who are our early adopters

Our early adopters are professionals and organizations who face significant challenges in lead generation and outreach but are open to adopting innovative technology to solve these issues. Based on market trends and behavioral data, they fall into these key segments:

Sales Professionals in High-Value IndustriesIndustries

Real estate, insurance, SaaS, financial services, solar, and legal services.

Pain Points
‍
Reliance on repetitive, manual tasks like cold calling, follow-ups, and data entry, which consume time and impact productivity
Adoption Indicators
‍
High-value transactions (e.g., real estate GCI, SaaS enterprise deals).
A need to manage large lead lists with minimal resources.
Familiarity with tech solutions such as CRM platforms or email automation.

Small-to-Mid-Sized Businesses (SMBs)Industries

Service-based businesses, including local marketing agencies, health and wellness, education providers, and recruitment agencies.

Pain Points
‍
Limited staff and resources to perform outbound sales while maintaining a personal touch.
Adoption Indicators
‍
Businesses spending 10-20% of revenue on lead generation.
Strong need for efficiency due to a small workforce.
Early adoption of digital marketing tools like HubSpot, Salesforce, or Twilio.

Entrepreneurs and Independent Consultants Fields

Coaches, consultants, and freelancers looking to expand their client base.

Pain Points
‍
Spending excessive time on cold outreach or hiring freelancers who lack the knowledge and professionalism required for effective client acquisition.
Adoption Indicators
‍
Solopreneurs actively seeking affordable and efficient solutions.
Strong online presence or history of trying similar tools (e.g., Calendly for scheduling, Mailchimp for email outreach).

Where is our target Market?

The target market can be identified geographically and demographically by evaluating technology readiness, economic activity, and industry concentration. Below is a data-driven breakdown:

Geographical Breakdown

North America (Primary)

Why?

High adoption rate of SaaS and AI tools in business.Concentrated hubs of real estate, insurance, and tech startups (e.g., California, New York, Texas).An estimated 6.3 million small businesses (U.S. Census Bureau).$84 billion spent annually on lead generation activities (Statista).

Europe (Secondary)

Why?

Robust markets for SMBs and entrepreneurial ventures.Countries like the U.K., Germany, and France show increasing interest in AI-driven solutions.EU's emphasis on digital transformation creates demand for innovative sales solutions.

APAC (Emerging Market)

Why?

Countries like India and Australia show high growth potential in the SaaS and B2B markets.Increasing digitalization of SMBs, with a focus on automation.Rapid urbanization and rising demand for scalable business tools.

Demographics

Age Group: 30-55

Tech-savvy business professionals in their prime working years.
Familiarity with CRM and automation tools but seeking cutting-edge, user-friendly alternatives.

Business Size

SMBs and independent professionals with 1-50 employees.Revenue of $100K–$5M annually.High reliance on client acquisition for revenue.

Tech Maturity

Moderate to high, already using basic automation (CRM, email tools) but ready to transition to AI for outreach.

Market Opportunity for AI-Driven Outreach Solutions

The market opportunity for AI-powered outreach solutions like AgentX spans multiple industries and demographics. By addressing inefficiencies in traditional lead generation and outreach methods, AgentX taps into the following key areas:

Competitive Analysis: Traditional CRM Systems vs. AgentX

Traditional Customer Relationship Management (CRM) systems often require manual data entry and lack automation in outreach processes. AgentX differentiates itself by providing:

User Specific Features

Customizable Call Scripts

AgentX empowers users to create and customize call scripts to match their unique communication style, brand voice, and audience preferences.

How it works

Users can start with pre-built templates tailored to their industry (e.g., real estate, insurance, SaaS).Each script can be modified to include specific greetings, tone, language, or offers relevant to the business.

AI ensures that the customized scripts sound natural and engaging, adapting dynamically during conversations to account for recipient responses.

Why It’s Important:

Personalized communication fosters trust and improves engagement, making prospects feel valued rather than targeted by generic outreach.

Tailoring scripts ensures consistency in messaging while allowing agents to express their unique personality or brand identity
Use case
An insurance agent can adjust scripts to emphasize family-oriented coverage for one demographic and cost-saving benefits for another, ensuring relevance and better response rates.

Lead Scoring

AgentX uses advanced algorithms to score leads based on their level of engagement, responsiveness, and potential value, enabling agents to prioritize efforts on high-quality leads.

How it works

Engagement Metrics
Tracks interactions like call duration, callback requests, and SMS responses.

Behavior Analysis
Identifies patterns in lead behavior, such as repeated interest in specific products or services.

Dynamic Scoring:
Updates scores in real-time as new data becomes available, ensuring that agents always have the most accurate prioritization.

Why It’s Important:

Lead scoring helps agents focus on the most promising prospects, improving conversion rates while saving time.By identifying low-priority leads, agents can allocate resources more efficiently, maximizing ROI.
Use case
A solar energy company uses AgentX to prioritize leads who have shown interest in sustainable solutions and have engaged with previous outreach, ensuring their sales team targets high-potential clients first.

Integration Capabilities

AgentX integrates seamlessly with existing CRM systems, such as Salesforce, HubSpot, and Zoho, to centralize data management and streamline workflows.

How it works

Unified Data Management
‍Syncs lead data, notes, and communication history across platforms, ensuring all relevant information is accessible in one place.

Real-Time Updates
‍Automatically updates the CRM with call outcomes, lead scores, and engagement data after every interaction.

Custom Integrations
Allows businesses to connect AgentX with other tools like marketing automation platforms, email software, or analytics dashboards via API.

Why It’s Important:

Avoids duplication of effort by syncing data between systems, reducing manual work and errors.Enables businesses to maintain a single source of truth for all customer interactions, making it easier to analyze performance and refine strategies.
Use case
A SaaS company integrates AgentX with their CRM to ensure that leads from email campaigns, cold calls, and inbound inquiries are tracked in one place, allowing their sales team to deliver consistent follow-ups and close deals faster.

MoSCoW Prioritization

MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won't-have, or will not have right now.

Must Have

  • LLM model
  • Transcriber
  • Vector DB
  • User Account
  • Admin Account
  • AI Agents
  • Twilio

Should Have

  • Zap Integration
  • CRM
  • Importing contacts
  • Call recordings
  • Call Outcomes
  • Call Transcript

Could Have

  • Live customer support
  • Affiliate program
  • Subaccounts
  • External integration (GHL)

Won't Have

  • ...Not an option.. we'll take over the world 🤖

Design Guide

The user interface of AgentX is designed with a focus on simplicity and efficiency, featuring:
  • Intuitive Navigation: Ensuring easy access to key functionalities.
  • Responsive Design: Providing a consistent experience across devices.
  • Visual Analytics: Presenting data insights through clear and concise charts and graphs.

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