Cold calling is about to get a lot less cold. If you're a current or potential user of NomAI’s Mindcall, you’re probably excited (and maybe a bit anxious) to see how an AI sales agent can fill up your calendar. The good news is that Mindcall is designed to make outreach remarkably easy and effective – think 5x more calls with 100% consistency and zero burnout.

In this guide, we’ll walk through the cold calling process in five user-friendly steps. By the end, you’ll know exactly how to go from a simple spreadsheet of leads to booked meetings with qualified prospects. Let’s dive in!

1. Import Your Leads

Start by uploading your lead list as a CSV or Excel file. Mindcall’s interface helps you map every column (like name, phone, company) in a couple of clicks. With your data organized, you instantly have a clean, ready-to-call campaign list.

Tip: include relevant details like names and company names for personalization. The more info you give the AI, the more context it has for the call. The benefit of this step is clear: in one go, you’ve set up your entire call list without manual dialing or data entry. Minutes in, and you’re ready for outreach!

2. Train Your Agent

Now that your leads are in, it’s time to train your AI sales agent. Think of this step as onboarding a new sales rep, except it’s faster and completely under your control.

When you fill in your company info at the organisation (admin) level, Mindcall auto-generates a ready-to-use call prompt for your AI agent. You can also upload a knowledge base: case studies, success stories, or any supporting docs relevant to your business. Your AI agent automatically draws from this content in real time during calls, using actual examples or results from your company to answer questions or handle objections (“Let me share how we helped another client solve this...” etc.).

From there, you can instantly start testing: run as many test calls as you like, listen, tweak, and repeat until your AI agent sounds exactly right—refining intro, pitch, objections, and tone.

You’re shaping your own virtual SDR, combining your best pitch and proof points in one place. The more relevant info you add, the smarter and more convincing your agent becomes.

3. Launch Campaign

With your lead list uploaded and agent tuned, you’re ready to launch. Launching a campaign is where you decide when and how your AI will start dialing those leads. In Mindcall, you can click the “Start now” button, or you can schedule the campaign by setting the start time, end time, and occurrence.

Calls are made only during U.S. working hours, excluding weekends and holidays, so you never have to worry about compliance or bothering leads after hours.

4. Track Results in Real Time

Once your campaign is live, everything is visible in your dashboard: calls made, outcomes, and real-time summaries.

When someone is interested, you’ll get an instant notification by email (or via Slack/Teams if you connect those). If a lead wants to opt out, Mindcall alerts you the moment they ask, again, via email to the address linked to your user profile.

Watching results in real time is both exciting and reassuring. You’ll likely feel a little thrill the first time you see a "open for meeting" notification. It’s a proof point that the system works. And if something isn’t going as expected, say, no one is picking up, or a lot of people are confused by the pitch, you’ll catch it early by looking at the call outcomes. This allows you to pause or stop and tweak your approach (maybe adjust the script or the call time). Unlike traditional calling campaigns where you might only get feedback at the end of the week, Mindcall’s live reporting means you have a continuous feedback loop.

5. Meet Your New Prospects

Finally, we arrive at the payoff. When your AI agent finds an interested lead, it proposes a time for the meeting during the call. You’ll get an email with the necessary information: who’s interested and which time works for the prospect. These are not cold calls anymore, they’re warm appointments with people who’ve already spoken to “your colleague” (the AI SDR) and expressed interest in what you offer.

There’s also an unexpected wow factor here. Some prospects might be surprised (in a good way) when they realize they had been talking to an AI earlier. In fact, early on NomAI team discovered that “when people realized they were speaking to an AI, the reaction was overwhelmingly positive”, with many even asking if they could “use this AI agent for their  business." So don’t be afraid to mention, if it comes up naturally, that they were talking to your AI assistant, it can be an icebreaker and a testament to your company’s innovation.

At this final stage, your role is to take these warmed-up prospects and do what you do best: close the deal or advance the relationship. Mindcall’s just here to help you get there faster and more efficiently!

And don’t worry about getting lost in the process...

Inside the app, you’ll find a step-by-step guide for every phase:  from importing leads to closing meetings. Plus, our built-in AI assistant is always there to walk you through each step, answer your questions in real time, or connect you with our support team if you ever need extra help.

If you’re still not a user, but you’re thinking about it after reading this…

Book a free demo call and see Mindcall in action, live. You’ll get a walkthrough of the app, a chance to talk with and test the AI agent yourself, and see (and hear) exactly how it all works in practice.