2.6 - Deploying AI Call Assistant - Inbound Call & Outbound Call

eploying AI Assistant for Outbound and Inbound Calling

Objective

To provide a clear and concise process for team members to deploy the AI assistant for both inbound and outbound calling, ensuring effective communication and minimizing errors during execution.

Key Steps

1. Setting Up Inbound Calling

• Assign a Phone Number:

  • Choose a phone number to assign to the AI assistant.

  • Confirm that the number is correctly assigned by testing the inbound call.

    • Example: Call the assigned number and ensure the assistant picks up.

2. Creating Outbound Calling Workflow

• Copy Assistant ID:

  • Locate the assistant ID at the top of the system interface.

  • Copy the assistant ID for use in the workflow.

• Create a New Workflow:

  • Navigate to the automation section of the system.

  • Click on “Create New Workflow.”

  • Name the workflow (e.g., "Test Workflow").

• Set Up Trigger Conditions:

  • Choose a trigger for the workflow:

    • Options include:

      • Facebook lead form submitted

      • Website form submitted

      • Contact created (with or without filters)

  • If filtering, specify the desired conditions (e.g., specific forms or tags).

• Add AI Call Action:

  • Select the action "Make AI Call."

  • Paste the copied assistant ID into the designated field.

  • Save the action and the workflow.

3. Implementing Drip Campaigns

• Set Drip Rate:

  • If expecting a high volume of contacts, implement a drip campaign.

  • Example: Set a limit of 100 calls per day.

  • Configure wait times between calls (e.g., one call every two minutes).

• Ensure Compliance:

  • Set calling windows to comply with regulations (e.g., Monday to Friday, 9 a.m. to 5 p.m.).

  • Use contact time zones to ensure calls are made at appropriate times.

Cautionary Notes

• Always verify that the assigned phone number is operational and correctly linked to the AI assistant before testing.

• Ensure that all triggers and filters are correctly set to avoid missed calls or incorrect contacts.

• Be mindful of compliance regulations regarding calling hours and frequency to avoid potential legal issues.