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RECORDED WEBINAR 2025 • 28 min

How B2B Teams Manage Peak Volumes with AI Agents

The 3-step system for building 7-figure AI agents. Real ROI math, live call demos, and practical implementation strategies.

77%
Cost savings with same coverage
330%
Gain in outcomes with same budget
60%
Of worker time on "busy work"
72
Languages supported

The 3-Step System

Chris breaks down how to identify, build, and deploy AI agents that deliver seven-figure impact.

1

Targeting for Greatest Impact

Choose the low-hanging fruit: tasks that are scripted, repeatable, and sequenceable. If you can train an associate to do it, there's a good chance AI can do something similar.

Best starter use cases:

  • • Lead qualification (inbound/outbound)
  • • Appointment setting
  • • AR collections
  • • Customer service FAQs
  • • Dormant account reactivation
  • • Outside sales assistant
2

Connecting & Loading Your Data

You need an agentic platform — where agents live, automations run, and everything connects to your existing systems. Your data is the easy part; the infrastructure is the hard part.

Key insight: "Don't try to bring AI into your old system. Bring your data into a platform with agentic AI infrastructure. It's 7-8 figures worth of infrastructure already built."

3

Setting Up Automations & Agent Flows

Define the behavior step-by-step so the agent knows exactly what to do. Once an agent is built and trained, you don't rebuild it — you just link your data and turn it on.

Example: AR Collections Agent

Send payment notice → If they don't pay, call them → If they do pay, send confirmation → If they don't pay again, more follow-ups → Agent can create payment plans, set up new payment methods, escalate when needed.

Live Demo: Brewery Appointment Setter

Watch an AI agent book a tasting appointment — handling objections, negotiating timing, and confirming details in a natural conversation.

AI Agent: Sam
Travers Bay Brewery
Agent: "Hey Chris, it's Sam from Travers Bay Brewery. Our rep John is in town running tastings of our new fall cider and small batch selections. I'd love to get you on the schedule..."
Customer: "What are you guys sampling right now?"
Agent: "We're sampling a couple of the fall specials. I really like the blood orange haze and the midnight jam the best..."
Customer: "Afternoons are tough for me. Can you come before the lunch rush, around 10:30?"
Agent: "10:30 is getting close to the lunch rush, but I can check with John. Would an earlier slot around 10 work, or do you want me to lock in 10:30 and confirm back?"

Result: Appointment booked for Monday at 10am, 529 Telegraph Road, samples for 4 people. The agent handled timing negotiation, captured all details, and confirmed everything — just like a human would.

The Right Work for AI vs. Humans

AI Excels At

  • Scripted, repeatable tasks
  • Cold calling & lead qualification
  • Booking meetings & follow-ups
  • Technical support & FAQs
  • Collections & vendor outreach
  • Jobs staff don't like doing

Humans Excel At

  • Heavy negotiations
  • Relationship & trust building
  • Novel, fringe scenarios
  • Judgment calls & decision-making
  • Inspiring & improvising
  • Chemistry between people

The key insight: "The right marriage is blending where AI is very good with areas where humans excel. This is where you get maximum value out of your human capital — and it's what humans actually want. We prefer to be challenged."

The ROI Math

Appointment Setter Example

Human Team

  • • $60K/year salary
  • • ~250 working days
  • • Cost per success: ~$25

AI Agent

  • • Utility cost (cents/minute)
  • • Cost per success: ~$5.80
  • • Same coverage = 77% savings
At $100/appointment value
~$10M/year lift
Same budget, AI agents instead of human team

Even if AI is only half as effective as humans, you still get sizable improvements because of the volume and cost difference.

Bonus Capabilities Covered

Voice Cloning

Clone your own voice or team members' voices. Chris demos being greeted by "Chris from Workd" — his own cloned voice.

72 Languages

Agents can converse in the customer's preferred language, then provide English summaries. Great for diverse customer bases.

Outside Sales Assistant

"Give me a 90-day summary of risks and opportunities for this account" — voice queries while driving between calls, notes captured automatically.

Utility-Based Scaling

"If you needed twice as much electricity, you just plug in more stuff." AI scales infinitely — cover peaks and valleys without seasonal hiring.

Ready to Build Your 7-Figure Agent?

See how Workd's AI platform can help you target, connect, and deploy agents that deliver real ROI.