300+
Calls per day, per agent
Oil and gas brokers
AI cold calling for oil and gas brokers
The agent calls your list of accredited investors every business day. It asks each one about their interest, what they have invested in before, and whether they have the liquidity. Then it books the qualified investors on your calendar and writes every call to your CRM. It does this for an oil and gas broker today.
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Under 1s
Voice response
27,222
Outbound calls since Dec 2025
In use today
Calling accredited investors every business day
Our voice agent does cold calling and appointment setting for an oil and gas broker. Every business day it calls accredited investors, qualifies them and books the qualified ones on the broker’s calendar. Odyssey agents have placed 27,222 outbound calls since December 2025, and most of them were for this broker. We can show you the calls and the CRM records behind them.
The same agent runs any outbound list. The AI cold calling agent page covers it in general, and how AI cold calling agents work walks through a single call, from the dial to the CRM note.
How it works
What the agent does on each call
01
Works your list
It calls the accredited investors on your list, in the order you set, during the calling windows you choose. One agent makes more than 300 calls a business day.
02
Opens in your words
The opening and the reason for the call are written with you during the build, so every call sounds like your firm.
03
Qualifies the investor
It asks about their interest, what they have invested in before, and whether they have the liquidity, in a live conversation, replying in under a second.
04
Books the meeting
An investor who meets your bar gets a meeting on your calendar, and the invite is sent.
05
Writes the record
Each call lands in your CRM with the outcome, the answers in their own fields, a summary note, the recording and the transcript.
Calling rules
The rules it follows on every call
- It calls only during the calling windows you set.
- A do-not-call request is written to the record, and neither the agent nor your reps dial that number again.
- If an investor asks whether they are speaking with an AI, it tells them yes.
- You decide what it will not discuss, and when it stops and hands the conversation to a person.
Price
What it costs
A build fee from $5,000, then from $2,500 a month. A busy month costs the same as a quiet one.
FAQ
Questions oil and gas brokers ask
Can an AI agent cold call accredited investors for an oil and gas broker?
Yes. Ours does it every business day for an oil and gas broker: it calls the investor list, asks about interest, investing experience and liquidity, and books the qualified investors on the broker's calendar.
What does the agent ask investors?
Whether they are interested, what they have invested in before, and whether they have the liquidity. During the build you set the exact questions and the answers that earn a meeting.
What goes into our CRM after each call?
The outcome, the investor's answers in their own fields, a summary note, the recording and the transcript, and the next step: a booked meeting, a callback task or a follow-up email.
What happens when an investor asks not to be called again?
The request is written to the record, and neither the agent nor your reps dial that number again.
What does it cost?
A build fee from $5,000, then from $2,500 a month. A busy month costs the same as a quiet one.