How a Leading Customer Acquisition Company 2x'd Qualified Leads with Clerk Chat's Multi-Channel AI

A 45-day pilot completed in just 13 days after AI-powered outreach overwhelmed the client’s call center with qualified leads.

Results at a Glance

2x Qualified Leads - Volume doubled to the point the call center had to pause the pilot

13 Days to Prove Value - A 45-day pilot transforming into a full rollout in <2 weeks.

Higher Customer Satisfaction - Consumers loved the RCS experience and engaged at unprecedented rates

Seamless Multi-Channel Follow-Up - AI agent calls, leaves voicemails, and follows up via RCS automatically

The Challenge

A large lead acquisition company came to Clerk Chat with a challenge: They wanted to test whether AI-powered outreach across voice and RCS messaging could improve their lead qualification for a major telecom client. The client leveraged a combination of Iterable, outbound call centers and Twilio among other tools for their marketing stack. Thirteen days in, they had to hit pause - not because anything went wrong, but because the volume of qualified leads flooding their call center had doubled and their human agents were overwhelmed.

This company processes millions of leads each year for major clients across telecom, home services, and insurance. While they rely on established channels like SMS and email through Iterable, along with offshore and onshore call centers, they sought to expand their engagement strategy by adopting RCS and voice AI agents to deliver a more seamless and delightful customer experience.

The Problems Faced with the Traditional MarTech Stack

Disconnected channels: Voice and text messaging operated in silos. When a prospect didn’t answer a call, there was no way to maintain context when following up through other channels. The company had tried other solutions but none could deliver the cross-channel memory they needed.

Low engagement rates: Traditional SMS follow-ups were increasingly filtered as spam, and consumers had grown weary of generic outreach, ignoring text messages targeted at them. With Apple’s iOS 26 introducing enhanced spam detection, deliverability concerns were mounting - and genuine text messages were being filtered-out and missed entirely, resulting in poor campaign performance.

Inconsistent lead quality: With lead-to-sale conversion hovering around 20%, there was significant room to improve the quality of leads reaching human agents, and re-imagine the entire purchasing flow.

Hitting scale limitations: The 2000+ call center human agents could only handle so many simultaneous conversations, creating bottlenecks during peak periods, resulting in prospect frustration, drop-offs and incomplete purchases.

AI Voice is unreliable and robotic: Prior to Clerk Chat the team tried to develop an AI Voice solution for almost 2 years. While the first results were encouraging, they quickly hit limitations both in terms of scale and reliability.

The Solution

Clerk Chat deployed an AI agent that operates across voice, and RCS messaging as a unified experience, sharing the context across both channels to render a delightful customer journey. For this implementation, the AI agent was deployed to qualify leads for a major telecommunications provider.

AI-Powered Voice Agents

Clerk Chat’s AI agent initiated outbound calls with natural, conversational dialogue. When prospects answer, the agent qualifies them in real-time - asking the right questions, handling objections, and routing qualified leads directly to human agents. The AI maintains a natural tone and pacing, creating conversations that feel human rather than robotic.

iOS 26 and Android call screening Clerk Chat’s engineering team developed a proprietary in-house solution that detects Apple and Android call-screening in real time with 97% accuracy, significantly improving call pickups and downstream conversion rates.

Intelligent Voicemail Detection

When calls go unanswered, Clerk Chat’s voicemail detection identifies answering machines with 97%+ accuracy. The AI agent leaves personalized voicemails tailored to each contact - not generic scripts - increasing callback rates and brand perception.

RCS Messaging That Breaks Through Spam Filters

After a missed call or voicemail, the AI agent automatically follows up via RCS for Business. Unlike traditional SMS, RCS messages appear as verified, branded communications with the company’s logo and name. This proved critical as Apple’s iOS 18 spam checker flagged zero messages from Clerk Chat’s AI agents - the verified sender status and carrier-level integration meant messages landed in primary inboxes, not spam folders.

Cross-Channel Memory: The Deciding Factor

The key differentiator and the reason the customer switched from their previous solution to Clerk Chat is the multi-modal memory layer that maintains full context across all channels. When a prospect who missed a call responds to an RCS message, the AI agent knows exactly where the conversation left off. Previous solutions couldn’t deliver this continuity, forcing prospects to repeat themselves and breaking the conversational flow. Clerk Chat’s unified memory creates a concierge-like experience where every interaction builds on the last, regardless of channel.

Key Performance Indicators

The implementation tracked comprehensive metrics across voice and messaging to measure AI agent effectiveness:

Voice Metrics

• Total call volume
• Average session length
• Transfer rate (successful handoffs to human agents)
• Voicemail rate
• Dropped calls rate

Messaging Metrics

• Message volume (RCS sent/received)
• Response rates

Quality Metrics

• False-positive rate (voicemail detection accuracy)
• Sentiment analysis (conversation quality scoring)

The Results

The pilot was designed to run 45 days with 5,000 contacts and up to 15 touch points per lead. What happened exceeded all expectations.

Too Effective to Continue

Within 13 days, Clerk Chat had doubled the volume of qualified leads reaching the call center. The telecommunications client’s human agents couldn’t keep up with the influx of high-quality, ready-to-convert prospects. The pilot had to be paused - not because of poor performance, but because it worked too well.

Consumers Loved the Experience

Customer satisfaction scores improved significantly. Prospects responded positively to the branded RCS experience, engaging with messages at rates far exceeding traditional SMS. The verified sender information and rich media capabilities transformed what would have been ignored texts into welcomed conversations.

The most exciting part? The qualified leads converted at a rate 3x more than traditional marketing campaigns.

Unified Intelligence Across Channels

The AI agent’s ability to seamlessly transition from voice to voicemail to RCS while maintaining full conversational context proved to be the decisive factor. Leads that would have gone cold after a missed call were re-engaged through intelligent, timely follow-ups that felt personal rather than automated.

About This Deployment

Industry: Customer Acquisition / Performance Marketing

End Client Vertical: Telecommunications

Channels Used: Voice AI, Voicemail, RCS Messaging

Features: Multi-channel AI agents, personalized voicemail, verified RCS, cross-channel memory, real-time lead qualification, seamless human handoff

Integration: Twilio, Iterable, Internal Systems