​
Details

The Generic Outbound Scenario is designed for businesses that require a fully customizable outbound communication strategy. This AI-powered framework allows teams to define everything from the persona and objective of the call to the tone, structure, and key talking points. It’s ideal for industries with varied outreach goals, providing total control over conversational flow, objection handling, and messaging style.

With this scenario, users can shape the conversation to match specific business cases—whether it’s lead generation, service promotion, or client check-ins—while ensuring consistent professionalism and outcome-driven communication.

​
Key Features

  1. Purpose
    • Enable complete customization of outbound AI conversations
    • Define conversation structure, style, and key talking points
    • Support objection handling and voicemail fallback
    • Ensure flexible application across industries and use cases
  2. Customizable User Input Fields
    Configure the following fields to guide the AI’s interaction:
    • Identity – Defines the persona or professional role the AI is representing (e.g., retirement-focused financial advisor)
    • Objectives – Outlines the goals of the conversation (e.g., schedule a consultation or share service details)
    • Conversation Flow – Sets the structured steps of the call (e.g., introduction, offer, call to action)
    • Objection Handling – Strategies or sample phrases to address client concerns (e.g., emphasizing long-term value for budget objections)
    • Key Information – Essential details the AI must reference during the interaction (e.g., company name, service features, contact info)
    • Style Guardrails – Tone and communication style to maintain (e.g., professional and approachable, avoiding jargon)
    • Response Guidelines – Structure and formatting rules for AI replies (e.g., concise, actionable, and client-specific)
    • Voicemail Message – Custom fallback message for unanswered calls

Here is the Project Configurations interface of this scenario, alongside instructions and some examples:

Remember that Scenarios are defined at the Project level, and every Campaign inherits the pre-filled fields from the Project, which means every Campaign can have different information in the input boxes, allowing you to tailor communications per Campaign to align with your customer/client or business needs.

​
Example Configurations

  1. Identity
    • Financial Advisor – Retirement Focused
    • Real Estate Consultant
    • Tech Product Evangelist
  2. Objectives
    • Share details about a new product or service
    • Gauge interest in a promotional offer
  3. Conversation Flow
    • Begin with a personalized introduction
    • Present the offer or service details
    • Handle objections or questions from the client
    • Conclude with a clear call to action to move forward
    • Open by establishing credibility
    • Explain the benefits of your service or solution
  4. Objection Handling
    • “If budget is a concern, we focus on long-term ROI and stability.”
    • “I completely understand—many clients felt the same before seeing the benefits firsthand.”
    • “We can start small and scale as your needs evolve.”
  5. Key Information
    • Company: BluePeak Advisors
    • Services: Retirement planning, portfolio management
    • Contact: contact@bluepeak.com| (000) 123-4567
  6. Style Guardrails
    • Keep it professional but friendly
    • Avoid buzzwords or technical jargon
    • Be empathetic and conversational
  7. Response Guidelines
    • Keep responses under 2–3 sentences
    • Focus on value and next steps
    • Always personalize based on the client’s stated needs

​
FAQs & Troubleshooting

​
General Questions

​
Configuration

​
Usage and Results

For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.

If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.