وكيل صوتي بعقل Claude يتصل بعميلك بعد الفورم ويسجّل النتيجة في الـ CRMA Claude Powered Voice Agent That Calls Your Lead After the Form and Logs the Result in Your CRM

Key terms

Voice agent

Software that listens to the caller, turns speech into text, decides on a reply and answers in a natural voice.

LLM

The brain that decides the reply. Here it is Claude, picked in the agent settings in ElevenLabs.

Dynamic variables

Data you send with the call, like the lead's name and request. The agent uses them from the first sentence.

Webhook

A link on your side that receives an automatic message. After every call it gets the summary, the outcome and the full transcript.

DNCR

The UAE Do Not Call Registry for people who do not want marketing calls. Never call a number listed there.

The steps

1. 1

   Step 1

   Pick your first use case carefully

   Start with people who asked for you: a lead who filled a form and requested a call, an appointment confirmation, a follow up on an open request, or a callback the customer asked for.

   Do not start with random number lists. They hurt your reputation, expose you to fines, and the agent performs better when the person knows why you are calling.

   PromptLet Claude pick your first case

   Copy

   I run a [type of business] in [city]. Leads come in through [form or ad]. I want a voice agent that calls a lead after they request contact. Suggest one single first use case, write the call goal in one line, the 3 most important questions the agent should ask, and when it should hand the call to a human.

   Tip: One call with one goal beats an agent that tries to do everything.

2. 2

   Step 2

   Create the agent in ElevenLabs Agents and pick Claude

   Open ElevenLabs Agents and create a new agent. In the LLM settings, pick a Claude model. The official list includes Opus, Sonnet and Haiku.

   For live calls the docs recommend a low latency model, because delay is obvious on a phone line. Try Sonnet or Haiku and measure response time with your own prompts.

   

   Tip: Keep the backup LLM on so a call never drops if the main model fails.

3. 3

   Step 3

   Write the agent instructions and first line

   In the system prompt, say who the agent is, what the call is for and what it must never say. In the first message, use variables in double curly braces so it knows the lead's name and request.

   The most important line: the agent first asks whether now is a good time and whether the person wants to continue.

   PromptAgent instructions (edit the brackets)

   Copy

   You are a customer service agent for [company name] in [city]. Speak polite, clear Gulf Arabic in short sentences.
   
   The lead's name is {{name}} and they asked for: {{request}}.
   
   Call goal: [for example, book a consultation].
   
   Rules:
   1. Introduce yourself and the company, and mention the lead requested contact.
   2. First ask: is now a good time? Do you want to continue? If not, apologise and end the call politely.
   3. Ask only 3 questions: [question 1], [question 2], [question 3].
   4. Never give prices or promises beyond this: [allowed information].
   5. If asked something you do not know, say a team member will follow up.
   6. End by summarising what was agreed in one sentence.

4. 4

   Step 4

   Connect a phone number

   The agent needs a line to call from. ElevenLabs supports a native Twilio integration and SIP trunking if you have a telecom provider.

   In the UAE, marketing calls must come from a local number registered under your company's trade licence, so ask your telecom provider about connecting your local number over SIP before you launch.

   elevenlabs.io

   

   Tip: Test the first calls on your own number before any customer.

5. 5

   Step 5

   Let the form request the call

   When the lead hits submit, your backend (or an automation tool like n8n or Make) sends one request to ElevenLabs: the agent ID, the phone line ID, the lead's number, and their name and request as variables.

   The response returns a conversation_id. Save it with the lead record so you can match the call later.

   

   PromptCall request (runs after submit)

   Copy

   curl -X POST https://api.elevenlabs.io/v1/convai/twilio/outbound-call \
     -H "xi-api-key: $ELEVENLABS_API_KEY" -H "Content-Type: application/json" \
     -d '{"agent_id":"[AGENT_ID]","agent_phone_number_id":"[PHONE_ID]","to_number":"[+9715XXXXXXXX]","conversation_initiation_client_data":{"dynamic_variables":{"name":"[NAME]","request":"[REQUEST]"}}}'

   Tip: Never put the API key in website code a visitor can see. Keep it on your server or in the automation tool.

6. 6

   Step 6

   Receive the call outcome in your CRM

   Turn on post call webhooks in the ElevenLabs Agents settings and add a link on your side. After every call it receives the full transcript, a call summary, whether the call succeeded, and the data fields you told the agent to collect.

   Your automation takes these values and updates the lead in your CRM. Verify the webhook signature before accepting any message, and your endpoint must return 200 for the delivery to count.

   elevenlabs.io

   

   PromptLet Claude design the CRM fields

   Copy

   I have a voice agent that calls leads after a form, and the call goal is [goal]. After every call I receive a summary and the transcript. Suggest 5 data fields the agent should collect during the call (field name, type and a short description), and the outcome statuses to use in my CRM, like: booked, call back later, not interested.

7. 7

   Step 7

   Check the UAE rules before launch

   Cabinet Resolution No. 56 of 2024 regulates telemarketing: calls only between 9am and 6pm, from a local number registered under the company licence, never to numbers on the DNCR, confirm the person wants to continue before promoting anything, and keep a record of calls. Fines reach AED 150,000.

   This is a summary for awareness, not legal advice. Check with the competent authority or a lawyer before running it on real customers.

   Tip: Even when the call answers the lead's own request, keep to the hours and ask first whether they want to continue.

Ready prompts to copy

These are the instructions for a voice agent that calls leads: [paste instructions]. Role play 5 different customers (in a hurry, hesitant, angry, asking about price, wants to hang up) and write the first 4 lines between each one and the agent. Then tell me where the instructions are weak and what to change.