Pre-settlement - Voice Agent
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As a Closer, I want investors to automatically receive a voice call 10 minutes before their scheduled meeting so that no-show rate drops and closers don't waste calendar slots.
System detects HubSpot meetings scheduled with a Closer and triggers a call exactly 10 min before start time.
ElevenLabs voice call plays a reminder with the investor's name, meeting time, and Closer's name.
If the investor doesn't pick up, the system retries once after 2 minutes and logs the outcome.
Call outcome (answered / no answer / failed) is logged back to the HubSpot contact record as a note or activity.
Closers can see call status in HubSpot before the meeting starts (answered = likely showing, no answer = flag).
If a meeting is cancelled or rescheduled in HubSpot with more than 15 min notice, the call is cancelled automatically.
Impacto esperado: 20–40% reduction in no-shows.
P&T Team: Engineering