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.

> TL;DR In about 15 minutes you'll have an AI voice agent that:

1. Calls a lead list.
2. Asks the questions in your Google Form.
3. Finds the nearest dealer by ZIP code.
4. Writes every response to a Google Sheet.
5. Books the next call or test-drive - 24-7.

0:00 Intro 0:57 Your agent's prompt 1:32 Create a data source 2:05 Your agent's greeting message 2:23 Build your agent 3:37 Create your own keys 4:30 Setting up a Google Service Account 7:15 Testing your agent 8:02 Create a voice channel for your agent 8:18 Setting up your agent's call 9:29 Having a phone call with your AI agent 10:12 Syllable's Sessions feature

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 and a cup of coffee

Step 1: Prepare Your Google Drive Assets

1. Log into your Google Drive.
2. Set up folder structure with the parent Syllable Demo Folder with Forms and Sheets folders inside of it.
3. Create a Google Form in the Forms folder with the questions you want your agent to ask (e.g., vehicle type, preferred date, ZIP code).
4. Save the Folder ID of that Sheets folder and the Form ID - you'll share it with your agent later.

Step 2: Draft Your Prompt & Greeting

1. Log into the Syllable Console and start creating your agent.
2. Prompt → New Prompt *Name:* Test Drive Agent Prompt
3. Tools to include: append_data_with_sessioncreate_sheet_from_formsearch_dealership (Data Source Search)hang_up

Copy the prompt located at docs.syllable.ai

This explains to the AI Agent how to use the tools we added.

1. Message → New Message Hi there! I'm calling on behalf of Toyota about your interest in a test-drive. Ready to get started?
2. Save both.

Step 3: Add a Data Source

Go to Data Sources -> New Datasource

*Name:* Toyota_Dealerships

Copy the sample Toyota_Dealerships dataset from docs.syllable.ai and paste it into Data source content (or use your own dealer list)

Save.

Step 4: Build the Agent

1. Agents → New Agent
2. Name: Test Drive Agent
3. Select the prompt & greeting message we just made.
4. STT, Timezone, busy sound and other fields.
5. The four tools auto-populate, but we need to configure some of them.
6. Under search_dealership, choose Toyota_Dealerships as the data source.
7. Under Session Configuration you need to add Tool headers. Copy the *header* and *value* located at docs.syllable.ai.
8. Click Save.

Run a quick chat test - reply "Yes" and confirm the create_sheet_from_form tool fires.

Step 5: Create a Google Service Account

Syllable's sample keys are fine for testing, but to write to your Sheets you need your own credentials.

1. Enable the Google IAM API
2. In Google Cloud Console → APIs & Services Enable Forms, Sheets, and Google Drive APIs.
3. Credentials → Manage Service Accounts → Create Service Account *Role:* Basic → Owner
4. Share your parent Drive folder (from Step 1: Syllable Demo Folder) with the service-account email (*Role:* Editor)
5. Service Account → Manage Keys → Add Key → JSON Download and open the file and copy it.

Step 6: Load Up the Keys

Back in your agent:

• Session configuration → Session variables → Value → paste the entire JSON.
• Tools with configuration → create_sheet_from_form Parent Folder ID → paste the Sheets folder ID.Form ID → the Google Form ID.

Click Save.

Step 7: Test

Start a new session and answer the questions.

• Agent** → **Start SessionAnswer the agent's questions - On Google Drive, open your Sheets folder and boom! A brand-new spreadsheet with every response.

Step 8: Spin Up a Voice Channel

• Channels → New Channel *Mode:* Voice*Target:* Your agent's phone numberFallback*:* your Fallback number*Agent:* Test Drive Agent

Save.

Step 9: Launch an Outbound Campaign

1. Campaigns → New Campaign *Rate:* 60 calls/hr (or whatever suits).
2. Batches → New Batch → Auto-Run On Download the CSV template, add your leads, upload, and watch the dials light up.

Step 10: Monitor Sessions

Every call shows up in Sessions with:

• AI summary of the conversation
• Full transcript & recording
• Tool calls + latency metrics
• A simple labeling UI to grade performance

That's It - Your AI Sales Assistant Is Live!

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.

Pro Tips & Next Steps

• Personalize the greeting with time-of-day variants.