How To Increase Your Close Rate With AI Sales Agents (No Code Required)

Most businesses know this truth: the faster you follow up with a lead, the higher your chances of closing the deal. But hiring a sales team to call every lead within minutes? That gets expensive — fast.

In this guide, we’ll walk you through how to use AI voice agents to qualify leads and boost your close rate — without writing a single line of code.

Whether you're in hospitality, professional services, or any business that captures inbound leads, this setup can help you close more deals while reducing costs and saving your team valuable time.

What Are AI Voice Agents, and Why Should You Use Them?

AI voice agents are trained to call your leads within minutes, ask qualifying questions, and route only the best prospects to your human sales reps.

Here’s what that unlocks:

• Instant lead response (within 2 minutes)
• Automated qualification using predefined criteria
• Fewer unqualified leads reaching your sales team
• Higher close rate from faster, more focused follow-up

Here’s How the Workflow Looks

Let’s break down the setup step by step:

Step 1: Lead Submission

• A lead fills out a contact form on your website.
• That form is connected to Relevance, the AI workflow platform we’re using as the base.

Step 2: AI Voice Agent Calls the Lead

• Within 2 minutes, an AI voice agent calls the lead.
• It asks qualifying questions and gathers relevant info (e.g., budget, needs, timeline).

You can build your voice agent using tools like:

• Vapi
• Voiceflow

These tools allow you to build voice workflows without code and integrate them directly with Relevance.

Step 3: Lead Qualification & Routing

• Based on the AI agent's conversation, the lead is either:
  • Qualified → sent to your CRM with notes and marked as qualified
  • Not qualified → still sent to your CRM but flagged accordingly

Optional: Add a “human review” fallback if the AI can’t determine lead quality confidently.

Step 4: CRM Integration

• Integrate your CRM (HubSpot, Pipedrive, etc.) with Relevance.
• The AI agent updates the CRM with:
  • Lead status
  • Call summary
  • Qualification outcome

You can also integrate tools like Twilio to manage phone calls and recordings, all flowing into Relevance.

Step 5: Assign Lead to Sales Rep

• Qualified leads are automatically assigned to human sales reps.
• This can be done randomly or based on criteria (region, product interest, etc.).

Step 6: Human Follow-Up

• Sales rep contacts the lead and continues the sales process.
• The AI agent continues monitoring and updating the CRM:
  • Lead status
  • Next steps
  • Meeting outcomes
  • Notes and reminders

Step 7: Automated Email Follow-Up

• The AI can send personalized follow-up emails based on workflows.
• This ensures consistent communication — without extra manual work.

What Tools Are Involved?

Here’s the no-code stack we recommend:

• Relevance – The workflow engine that connects everything
• Vapi or Voiceflow – To build the voice agent
• Your CRM (HubSpot, Pipedrive, etc.) – For lead tracking
• Twilio (optional) – For phone call handling
• Google Meet / Zoom / Email APIs – For scheduling and follow-up

Everything is integrated through Relevance, making it the central hub of your AI sales workflow.

Why This Works: The Core Benefits

• 1. Close More Leads, Faster
  AI voice agents respond to leads in under 2 minutes — faster than any human team can manage consistently.
• 2. Save Time for Your Sales Team
  Sales reps only talk to qualified leads, maximizing their time and output.
• 3. Increase Revenue Without Generating More Leads
  You close more deals from the same volume of leads, improving your conversion rate and profitability.

Need Help Building It?

At Yander Labs, we build and deploy these types of AI sales agents for businesses across industries. If you’re ready to:

• Automate your lead follow-up
• Qualify leads without lifting a finger
• And boost your close rate with AI…

Head to our homepage to learn more or book a call with our team.

Final Thoughts

If your business depends on inbound leads and your sales reps are stretched thin, this no-code AI setup is one of the fastest ways to increase your close rate and reduce time-to-contact.

You’ll save time, close more deals, and get ahead of competitors still doing everything manually.