How do I integrate an AI voice agent with LeadSquared?
You integrate an AI voice agent with LeadSquared using an automation webhook or a connector tool, not a native Outpero app. A LeadSquared automation posts each new lead to the agent, Outpero dials within 30 seconds, and the post-call webhook sends the outcome, summary and captured fields back to update the lead and log an activity.
Why LeadSquared teams want this
LeadSquared is common in Indian education, lending, healthcare and real estate, where counsellors or telecallers work through lead queues. The gap is usually the first call: leads from Shiksha, Meta and Google pile up overnight or during peak admission weeks. An AI employee can make that first contact instantly and leave counsellors the qualified conversations.
Triggering calls
- 01Create the AI employee at app.outpero.com with a brief for the first call, for example confirming the course, city, budget and intake.
- 02In LeadSquared, build an automation that starts on lead creation, filtered by source or stage.
- 03Add a webhook action that posts the lead's ProspectID, name, mobile and the fields the agent should mention, such as course of interest.
- 04Point it at the agent's lead webhook, or at Zapier or Make if the data needs reformatting first.
- 05Test with a dummy lead carrying your own number.
Writing results back
Turn on Outpero's webhook for completed calls, or every call if you want unanswered attempts tracked. Receive it in Zapier, Make or a small endpoint, and use LeadSquared's API to update the lead by ProspectID: set the stage, fill custom fields such as intake or budget, and post an activity with the summary and recording link.
| From the call | Into LeadSquared |
|---|---|
| Outcome | Lead stage |
| Summary and recording link | Custom activity |
| Captured fields | Lead fields |
| Sentiment | Lead field used for prioritising |
Design tips
- —Agree the stages first. If the agent can produce four outcomes, LeadSquared needs four matching stages or picklist values.
- —Do not let the AI and a counsellor call the same lead at once. Move the lead to an 'AI calling' stage while the call runs, and route only qualified leads to counsellors.
- —Keep the counsellor's view simple: a summary they can read in ten seconds beats a full transcript.
- —Log every attempt, not just conversations, if your managers track lead-touch counts.
For admissions season, a bulk campaign from an exported CSV can also re-engage older enquiries, while instant calling handles fresh ones as they arrive.
Want to hear an AI voice agent handle this on a real call?
Follow-up questions
Do I need LeadSquared admin access for this?
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Usually yes. Creating automations, webhook actions and custom activity types is an admin task in most LeadSquared accounts, and API keys are issued from admin settings. Plan an hour with whoever manages your LeadSquared instance. The Outpero side, creating the employee and setting the webhook, needs only your own dashboard login.