An agent writes every sales call into the log and the CRM, and checks the log before anyone dials

His agent writes every sales call into the call log and the CRM, and before anyone on the team gets a number to call, it checks the log first. That stopped the team calling the same people twice.

How it works

A call ends
The agent writes it into the log and the CRM
Before the next call goes out, the agent checks the log for that number
The team only dials numbers with no recent call

Why it’s worth knowing

The check before dialing is the part that matters: the log is not just storage, it guards the next call.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

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3The check when it’s done

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