Release Notes 1.2: Outbound Campaigns, Commercial Trucking, Website Widget

Revox now supports outbound AI calling campaigns.

Agencies can upload a list of contacts, create or select a campaign script, personalize each conversation with contact data, and launch an AI-powered outreach campaign directly from Revox.

Outbound campaigns can be used for a wide range of insurance workflows, including:

• New lead follow-up
• Quote follow-up
• Renewal outreach
• Renewal review scheduling
• Missed-call follow-up
• Appointment reminders
• Policy review campaigns
• Win-back campaigns
• Cross-sell outreach
• Missing-information follow-up
• Document collection
• Payment reminder outreach
• Customer service follow-up
• Lead reactivation
• General announcements or agency updates

Every outbound campaign is powered by a reusable Revox script.

Rather than forcing users to build an entire outbound calling flow manually, Revox helps agencies create campaigns by starting with a simple description of what they want to accomplish.

Users begin by selecting the type of campaign they want to run and providing a brief description of the campaign goal.

For example:

• Call personal auto leads who have not responded in the last seven days.
• Reach out to commercial trucking prospects to collect missing driver and vehicle information.
• Call current clients whose renewal is coming up and offer to schedule a policy review.
• Follow up with people who submitted a website form but did not book an appointment.
• Call customers who requested a certificate of insurance and collect the information needed to complete the request.

From there, Revox AI can ask follow-up questions when needed before generating the campaign script.

These follow-up questions may include details such as:

• Who is the campaign targeting?
• What is the main goal of the call?
• What information should the agent collect?
• Should the agent try to book an appointment?
• Should the agent transfer qualified contacts to a team member?
• What should happen if the person is not interested?
• What should happen if the person asks for a callback?
• What should happen if the call reaches voicemail?
• Should the agent mention a particular offer, renewal date, policy type, or service?
• What tone should the agent use?
• Are there any topics or statements the agent should avoid?

Once enough information has been collected, Revox generates a complete campaign script that can be reviewed, edited, saved, and reused.

This makes it much easier for agencies to launch professional outbound campaigns without needing to understand prompt design, call scripting, or complex workflow logic.

The first message is the opening statement the AI agent uses when a contact answers the phone.

It can be customized to reflect the campaign objective, agency tone, and available contact information.

For example, a renewal follow-up first message may include the caller's first name and reference their upcoming renewal.

A quote follow-up first message may explain that the agency is reaching out regarding a recent insurance inquiry.

Users can edit the first message directly and insert dynamic variables to personalize the greeting.

The system prompt contains the main instructions that guide how the AI agent handles the campaign.

This includes the purpose of the campaign, the desired tone, the questions the agent should ask, the information it should collect, when it should transfer or escalate the conversation, and how it should respond to common caller situations.

The system prompt can include guidance such as:

• Introduce the agency clearly.
• Explain the purpose of the call.
• Be concise and conversational.
• Do not pressure the contact.
• Ask qualifying questions in a natural order.
• Confirm important information before ending the call.
• Offer appointment booking when appropriate.
• Collect the required campaign data.
• Escalate to a human when the caller requests one.
• Do not provide coverage advice or make binding statements.
• End the call politely and clearly.

Each script can include a voicemail message that the AI agent leaves when a call reaches voicemail.

The voicemail can be tailored to the campaign and may include the agency name, the reason for the call, a callback request, and any relevant next steps.

For example, a quote follow-up voicemail may explain that the agency is following up regarding a recent quote request and invite the recipient to return the call.

A renewal campaign voicemail may let the policyholder know that the agency is available to review their upcoming renewal and answer any questions.

Users can create different voicemail messages for different campaign types, allowing the messaging to remain relevant and professional.

Outbound campaigns now support dynamic variables.

Dynamic variables allow the AI agent to use information from the uploaded CSV contact list during the conversation, making calls feel more personal and relevant.

Instead of treating every person like a generic contact, the agent can reference information specific to that person.

Common examples include:

• first_name
• last_name
• company_name
• phone_number
• email
• policy_number
• policy_type
• renewal_date
• effective_date
• producer_name
• account_manager_name
• quote_reference
• vehicle_type
• business_type
• state
• custom_notes

Agencies can also create their own variables based on the columns included in their CSV upload.

For example, a commercial campaign may include a contact's business name, current insurance carrier, renewal date, number of vehicles, or business classification.

A personal lines campaign may include the prospect's requested line of business, policy effective date, current carrier, or quote status.

Dynamic variables can be used in the first message, system prompt, voicemail message, or other areas of the campaign script where personalization is helpful.

For example:

• Hi first_name, this is Revox calling on behalf of agency_name. We are following up regarding your policy_type insurance request.
• Hi first_name, we wanted to reach out because your policy renewal is coming up on renewal_date.

Once a campaign script is complete, users can upload a CSV file containing the contacts they want to call.

The CSV upload process allows agencies to bring in a list of leads, prospects, customers, policyholders, or other contacts for the selected campaign.

Each contact record can include standard information such as:

• First name
• Last name
• Phone number
• Email address
• Company name
• Policy number
• Renewal date
• Producer name
• Account manager name
• Line of business
• Any custom campaign data

Revox uses the contact list to identify who should be called and which data should be available to the AI agent during each conversation.

The uploaded fields can also be connected to dynamic variables, allowing the script to personalize the conversation automatically.

For example, if a CSV includes columns for first name, policy type, renewal date, and producer name, the AI agent can use all of that information during the call.

This allows agencies to run campaigns that are more specific and relevant than a traditional generic outbound dialer campaign.

Revox outbound agents can collect structured data during every conversation.

The AI can identify the information needed based on the purpose of the campaign, but users can also define their own data collection fields directly inside the script editor.

This gives agencies flexibility to collect the exact information they need for each campaign.

A renewal campaign may collect:

• Is the customer interested in a renewal review?
• Does the customer want to make any changes?
• Does the customer need a callback?
• What is the preferred callback time?
• Does the customer want to schedule an appointment?
• Has the customer moved, purchased a new vehicle, added a driver, or changed their business operations?

A quote follow-up campaign may collect:

• Is the lead still looking for coverage?
• What type of insurance are they looking for?
• What information is still missing?
• When is the desired effective date?
• Would they like to schedule a quote consultation?
• Are they currently insured?
• Who is their current carrier?

A commercial trucking campaign may collect:

• Number of power units
• Number of trailers
• Driver information
• Operating radius
• Commodities hauled
• Current insurance information
• Desired effective date
• Loss history
• DOT or MC information

Custom fields can be added based on the campaign. Agencies are not limited to preset questions or fixed workflows.

This means Revox can support highly specific outbound use cases while still keeping the data structured and organized for the team.

Campaign scripts can be saved and reused.

This makes it easy for agencies to build a library of proven outbound workflows instead of creating each campaign from scratch.

For example, an agency may create reusable scripts for:

• Personal auto lead follow-up
• Homeowners quote follow-up
• Commercial renewal outreach
• Trucking quote follow-up
• Missed call recovery
• Appointment reminders
• Cross-sell campaigns
• Customer win-back campaigns
• Certificate request follow-up
• Payment reminder outreach
• Renewal review scheduling

Once a script has been created, users can duplicate it, update it for a new campaign, or reuse it with a new CSV list.

This is especially useful for recurring processes, such as monthly renewal outreach or weekly lead follow-up campaigns.

Over time, agencies can build a library of optimized scripts for different departments, insurance products, customer segments, and campaign goals.

Revox now includes a website chat widget.

The chat widget allows agencies to embed their AI agent directly on their website so visitors can interact with the agency through chat.

The same Revox agent used for voice calls can now also communicate with website visitors through text.

Same agent. Same knowledge. Same tools. Different entry point.

This means agencies do not need to create separate systems for website chat and phone calls.

The same AI agent can use the same system prompt, knowledge base, tools, workflows, transfer rules, appointment booking setup, intake structure, and agency-specific information across both channels.

A visitor may start by asking a question through chat, requesting a quote, asking about a policy change, booking an appointment, or submitting a service request.

The agent can respond using the same knowledge and behavior it uses during voice conversations.

The chat widget can be used for:

• Quote inquiries
• General agency questions
• Appointment booking
• Personal auto intake
• Homeowners intake
• Commercial trucking intake
• Service request collection
• Certificate requests
• Billing questions
• Claims-related routing
• Policy change requests
• Lead qualification
• Website visitor engagement

This gives agencies a more unified experience across inbound phone calls and website conversations.

Rather than operating separate chatbots, forms, and phone systems, agencies can use Revox as the common intelligence layer behind each customer interaction.

Revox now includes a full Commercial Trucking intake tool.

Commercial trucking is one of the most information-heavy insurance workflows, and this tool is designed to help agencies collect the core details needed to begin a trucking quote or follow up on a trucking opportunity.

The tool helps voice agents collect structured information from callers while keeping the conversation natural and organized.

The agent can collect business, operations, vehicle, driver, coverage, and prior-insurance information without requiring the caller to complete a long form on their own.

The Commercial Trucking tool can collect business-level information such as:

• Business name
• DBA name
• Business entity type
• Years in business
• Federal EIN
• DOT number
• MC number
• Primary contact name
• Phone number
• Email address
• Business address
• Garaging address
• Desired effective date

The tool can collect operational information such as:

• Type of operation
• Commodities hauled
• Operating radius
• States of operation
• Interstate or intrastate operation
• Percent of local, intermediate, and long-haul operation
• Whether the business uses owner-operators
• Whether the business has leased operators
• Number of drivers
• Number of vehicles
• Cargo details
• Special hauling exposures
• Refrigerated hauling
• Hazmat exposure
• Oversized or overweight loads
• Brokered freight or dedicated contracts

The agent can collect details about each power unit, including:

• Year
• Make
• Model
• VIN
• Vehicle type
• Stated value
• Ownership type
• Garaging location
• Radius of operation
• Whether the unit is owned, leased, or financed
• Physical damage coverage needs

The tool can collect trailer details such as:

• Trailer type
• Year
• Make
• Model
• VIN
• Stated value
• Number of trailers
• Ownership status
• Whether the trailer is owned, leased, or non-owned
• Refrigeration unit details where applicable
• Physical damage coverage needs

The agent can collect driver information, including:

• Driver name
• Date of birth
• Driver's license state
• Years of driving experience
• Years of commercial driving experience
• CDL status
• Violations
• Accidents
• Claims
• Prior employment information
• Whether the driver is an owner-operator or employee

The tool can collect coverage and prior-insurance details such as:

• Current insurance carrier
• Prior insurance carrier
• Current policy expiration date
• Desired effective date
• Liability limits
• Physical damage needs
• Cargo coverage needs
• General liability needs
• Non-trucking liability needs
• Trailer interchange coverage
• Uninsured or underinsured motorist coverage
• Loss history
• Claims history
• Cancellations or non-renewals
• Reason for shopping coverage

The completed intake can then be delivered to the agency in a structured format, helping the team review the opportunity, determine next steps, and begin the quoting process.

This release also introduces more detailed voice capabilities designed to make Revox agents feel more conversational, responsive, and human.

Voice agents can now better express emotion and adjust their delivery based on the context of the conversation.

This allows agents to sound more natural during different types of interactions, including:

• Warm and welcoming during an initial greeting
• Helpful and patient during a service request
• Professional and reassuring during a claims-related conversation
• More energetic during lead follow-up or appointment booking
• Empathetic when a caller is frustrated or concerned
• Clear and concise when collecting structured information
• Calm and respectful when a caller wants to speak with a human

These improvements are designed to reduce the robotic feeling often associated with AI voice systems.

Rather than using one flat delivery style for every conversation, Revox agents can better match the tone and energy of the moment.

This is especially important for insurance agencies, where calls can range from simple service questions to policy changes, claims concerns, urgent requests, quote follow-up, and complex commercial intake.

The goal is not just to make the voice sound better. It is to make the entire conversation feel more natural, more helpful, and more aligned with how a strong agency team member would communicate.

With this release, agencies can now:

• Launch AI-powered outbound calling campaigns
• Create campaigns for leads, renewals, quotes, appointments, service requests, and follow-up
• Use AI to generate structured outbound campaign scripts
• Build scripts using a short description and AI follow-up questions
• Customize first messages, system prompts, voicemail messages, and call behavior
• Save and reuse campaign scripts
• Upload CSV contact lists for outbound calling
• Personalize calls with dynamic variables
• Use custom CSV fields inside campaign conversations
• Collect structured data from outbound conversations
• Add custom data collection fields from the script editor
• Embed an AI chat widget directly on their website
• Use the same Revox agent across voice and chat
• Give website visitors access to the same knowledge, tools, and workflows used on calls
• Collect full commercial trucking quote intake information
• Capture power unit, trailer, driver, operations, prior insurance, and coverage details
• Create more expressive, natural, and conversational AI voice experiences

This release expands Revox from an AI platform that helps agencies answer incoming calls into a broader communication system that can help agencies engage people before, during, and after the initial conversation.

Agencies can now use Revox to answer inbound calls, follow up with leads, reach out to policyholders, collect commercial trucking information, engage website visitors, book appointments, route conversations, and organize campaign results without creating more manual work for their team.

The long-term vision remains the same: help insurance agencies create a smarter, more responsive, and more scalable way to manage conversations across every channel.