How to Build an Outbound Sales-Lead-Qualification AI Agent

Josh York, Christopher Zhang, Mohit Saraf

Published: Jun 27, 2025

Today, we're going to build an agent that can call leads and schedule them for a car test drive. The agent pulls leads from a spreadsheet, walks them through a set of questions defined in a Google Form and writes their responses back to a Google Sheet in your Google Drive.

In about 15 minutes you'll have an AI voice agent from the agent showcase that calls a lead list, asks the questions in your Google Form, finds the nearest dealer by ZIP code, writes every response to a Google Sheet, and books the next call or test-drive 24/7.

What You'll Need

• A Syllable account (free trial works great)
• A Google Drive account (Forms + Sheets)
• A CSV of phone numbers to call (template provided)
• 10-15 minutes

Step 1: Prepare Your Google Drive Assets

Log into your Google Drive. Set up a folder structure with the parent Syllable Demo Folder with Forms and Sheets folders inside. Create a Google Form with the questions you want your agent to ask. Save the Folder ID and Form ID.

Step 2: Draft Your Prompt and Greeting

Log into the Syllable Console and create your agent's prompt and greeting message. Include tools for append_data_with_session, create_sheet_from_form, search_dealership, and hang_up.

Step 3: Add a Data Source

Go to Data Sources and create a new datasource with your dealership information.

Step 4: Build the Agent

Navigate to Agents, create a new agent, select your prompt and greeting message, and configure the tools.

Step 5: Create a Google Service Account

Set up credentials to write to your Google Sheets. Enable the Google IAM API, Forms, Sheets, and Google Drive APIs.

Step 6: Load Up the Keys

Add your service account credentials to the agent's session configuration.

Step 7: Test

Start a new session and answer the questions. Check Google Drive for the new spreadsheet with responses.

Step 8: Spin Up a Voice Channel

Create a new voice channel and connect it to your agent.

Step 9: Launch an Outbound Campaign

Create a new campaign, set the rate, upload your lead CSV, and watch the dials light up.

Step 10: Monitor Sessions

Every call shows up in Sessions with AI summary, full transcript, tool calls, and latency metrics.

You just automated cold-calling, lead qualification, sheet updates, and appointment booking — all without writing a single line of code.

Ready to put it to work? Sign up for a free trial.