How to Build a No-Code AI Sales Agent for Multi-Channel Outreach

Sales can often feel like a juggling act—balancing lead research, crafting personalized outreach, and following up across multiple platforms, all while trying to stay organized and efficient. If you’ve ever wished for a way to simplify the chaos and focus on what really matters—building genuine connections and closing deals—you’re not alone. With the rise of no-code tools and AI technology, creating a streamlined, automated sales process is no longer a pipe dream. Imagine having a virtual sales assistant that handles everything from lead qualification to multi-channel communication, freeing up your time to focus on high-value tasks.

This guide by Ben AI shows you exactly how to make that vision a reality. By using platforms like Relevance AI and Make.com, you can build a powerful, no-code AI sales agent that works seamlessly across WhatsApp, LinkedIn, email, and more. Whether you’re a small business owner or part of a growing sales team, this system is designed to save you time, reduce repetitive tasks, and help you connect with leads in a more personalized and impactful way.

AI Sales Agents

Automating your sales process with a no-code, AI-powered sales agent can significantly enhance how you manage leads, conduct outreach, and close deals. By using tools like Relevance AI and Make.com, you can create a system that automates lead research, personalizes communication, and manages follow-ups across multiple channels.

1: Automating Lead Research and Qualification

The cornerstone of your AI sales agent is its ability to automate lead research and qualification. By using tools such as LinkedIn scraping and web scraping, the agent gathers critical information about potential clients, including:

• Company details to understand the organization’s size, industry, and focus.
• Key decision-makers to identify the right individuals to contact.
• Relevant projects to tailor your outreach to their current needs.

For example, the agent can extract data from LinkedIn profiles or company websites, generating summaries that provide actionable insights. Once the data is collected, the system evaluates leads based on predefined criteria, such as budget, industry relevance, or project scope. This ensures that only high-potential leads are prioritized, saving time and resources while optimizing your sales funnel.

2: Crafting Personalized Outreach

Effective sales communication hinges on personalization, and your AI agent excels in this area. It generates customized call scripts and initiates voice calls using AI-powered voice assistants. For instance, the agent can create a script tailored to a lead’s industry, previous interactions, or specific pain points, making sure every conversation feels relevant and engaging.

Beyond voice calls, the agent sends personalized follow-ups through multiple channels, including:

• WhatsApp: Direct messages that maintain a conversational tone.
• Email: Professionally crafted messages tailored to the lead’s preferences.
• LinkedIn: Personalized connection requests and follow-up messages.

Each communication is designed to reflect the lead’s preferences and past interactions, increasing the likelihood of a positive response. This approach not only builds trust but also fosters stronger connections with potential clients.

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3: Setting Up Automation Workflows

Automation workflows form the backbone of your AI sales agent, making sure seamless operations. These workflows are triggered by lead form submissions collected through tools like Typeform. Once a form is submitted, the system uses platforms like Relevance AI and Make.com to integrate various tools for data extraction, communication, and CRM updates.

For example:

• The agent scrapes LinkedIn for detailed lead information.
• It updates your CRM with the newly gathered data.
• It sends a personalized email or LinkedIn message to the lead.

This automated process ensures that no lead is overlooked, allowing efficient follow-ups and streamlined communication. By reducing manual tasks, your team can focus on high-value interactions that drive results.

4: Using Multi-Channel Communication

Your AI sales agent operates across multiple communication channels, making sure comprehensive outreach. This multi-channel strategy allows you to engage leads where they are most comfortable, increasing the chances of meaningful interactions. Here’s how it works:

• WhatsApp: Messages are sent directly from personal accounts, maintaining a human touch and fostering trust.
• LinkedIn: Automated connection requests and messages are tailored to create meaningful engagement with potential clients.
• Email: Follow-up messages are customized based on call outcomes and lead details, making sure relevance and impact.

This approach ensures that your outreach efforts are both broad and targeted, maximizing the likelihood of converting leads into clients.

5: Integrating with Your CRM

A critical component of your AI sales agent is its integration with your CRM system, such as HubSpot. This integration ensures that all lead interactions are logged and accessible for your sales team, providing a centralized view of each lead’s journey.

For example, after a call, the agent can:

• Record key points from the conversation in the CRM for future reference.
• Schedule follow-ups to ensure timely communication.
• Update lead status and details to reflect the latest interactions.

This centralized approach not only improves team collaboration but also enhances decision-making by providing a complete picture of each lead’s progress through the sales funnel.

6: Building and Customizing the System

Creating your AI-powered sales agent is straightforward with no-code platforms like Relevance AI. These platforms offer pre-built templates and workflows, simplifying the setup process.

For example, you can use a template to:

• Automate LinkedIn scraping for lead research and qualification.
• Set up email outreach campaigns tailored to specific lead segments.
• Integrate CRM updates seamlessly to maintain accurate records.

Make.com further enhances the process by connecting various tools, such as Typeform for lead collection and HubSpot for CRM management. This modular approach allows you to build a system tailored to your specific business needs, making sure flexibility and scalability.

7: Scaling and Adapting the System

One of the most valuable aspects of this system is its scalability and adaptability. Whether you’re managing inbound or outbound sales, the agent can be customized to meet your evolving business requirements.

For instance:

• Unqualified leads can be referred to partner agencies, making sure no opportunity is wasted.
• Workflows and tools can be adjusted as your business grows, providing long-term flexibility and relevance.

This adaptability ensures that your AI sales agent remains a valuable asset, capable of evolving alongside your sales processes and business goals.

Media Credit: Ben AI

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