Skip to main content
All integrations
V
+
R
Shipped
Voice

Velora Marketing + Retell AI

Real-time AI voice agent for inbound qualification + outbound dialing.

Retell powers Velora's AI voice layer. The inbound agent picks up 24/7, qualifies prospects on SIC, lives, renewal month, and carrier mix, and books meetings directly into the producer's calendar. The outbound agent runs parallel dialer campaigns with a live-producer handoff trigger when the conversation hits a high-intent threshold.

Every voice session writes a transcript + audio recording back to the contact record. The state-aware AI disclosure preamble (TX SB 140 + CA AB 2905) is enforced at the prompt level so the disclosure is structurally guaranteed, not a checkbox the producer remembers to enable.

Data flow

What moves between Velora and Retell AI.

Velora sends to Retell AI
  • Outbound dial requests + custom prompts
  • Agent variables (SIC, lives, carrier, renewal date) for personalization
Velora receives from Retell AI
  • Real-time transcript
  • Call recording (S3-equivalent URL)
  • Booked meeting events
  • Live-handoff signal when high-intent threshold hit
Setup

How to connect.

Provide a Retell API key. We pre-load the Velora Broker Qualifier agent with the state-matrix disclosure logic; you can swap to your own agent if needed.