1. Overview
  2. Learning the Software - Beginner
  3. 03. Active Tag - Phone Numbers - Outbound Calling

03. Active Tag - Phone Numbers - Outbound Calling

Step-by-Step Guide: Launching and Automating Your AI Assistant in Lead Indicator AI

1. Setting Up Active Tags

Active tags are essential for enabling your AI assistant to interact with users. Tags can be assigned for chat or voice modes.

Steps:

  1. Create an Active Tag:

    • Go to the top-right menu and click the yellow “+” icon.
    • For chat AI, name your tag (e.g., concrete_chatbot).
    • Ensure the name uses lowercase letters, no spaces (use underscores if needed).

  2. Assign the Tag to the Assistant:

    • Navigate to the three dots next to the tag and select Link to Assistant.
    • Choose your assistant (e.g., concrete chatbot) and save.

  3. Verify the Setup:

    • Go to the assistant’s settings and confirm the tag is linked.

2. Automating Chat with Workflows

Workflows define how the assistant engages with contacts.

Steps:

  1. Create a Workflow:

    • Name the workflow (e.g., activate_chat_for_bot).
    • Add an action to tag the contact with the active tag (e.g., concrete_chatbot).

  2. Add Initial Outreach:

    • Include an SMS action with a message like:
      csharp
      Hi [Contact Name], this is Emma from Apex Concrete. You recently visited our website. Is there anything I can assist you with today?

  3. Testing the Workflow:

    • Add a test contact to the workflow and monitor the inbox for the AI assistant’s responses.

3. Configuring AI Response Speed

To make the assistant’s responses feel human-like:

  1. Navigate to Autopilot Settings in the assistant menu.
  2. Adjust Synthetic Wait Time:
    • Default: Simulates human typing delays.
    • Testing: Set to 0 seconds for instant responses.

4. Adding a Voice Number

To enable voice calling:

  1. Buy or Import a Number:
    • Navigate to Phone Settings and purchase a number (cost: $2.50/month).
    • Enter the desired area code (e.g., 075) and confirm.
  2. Assign the Number:
    • Use the three dots menu next to the number and link it to the assistant.

5. Customizing Voice Settings

Fine-tune your assistant’s voice:

  1. Voice Selection:
    • Navigate to Voice Settings and choose a voice (e.g., “Grace”).
  2. Additional Options:
    • Adjust Emotion: Set the level of expressiveness.
    • Adjust Response Speed: Slow down speech for clarity (e.g., for elderly users).
    • Enable Interruption Sensitivity: Allow the bot to pause when interrupted.

6. Conducting Outbound Calls

Enable your assistant to make outbound calls to leads.

Steps:

  1. Create a Workflow:
    • Name it (e.g., outbound_call_campaign).
    • Add the action Make AI Call.
  2. Enter Assistant ID:
    • Find the ID in the assistant dashboard (below the assistant name).
    • Copy and paste it into the workflow action.
  3. Publish and Test:
    • Add a test contact and initiate the workflow.

7. Testing the AI Assistant

Use the Inbox or live calls to test:

  • Chat Mode:
    • Send a test message to verify prompt accuracy.
  • Voice Mode:
    • Call the assigned number to test conversational flow.

8. Improving Conversational Flow

  • Adjust the assistant’s prompts or task-based framework to address:
    • Qualifying questions.
    • Appointment scheduling details.
    • Casual language improvements (e.g., idiomatic phrases like “get the ball rolling”).

9. Next Steps

  • Integrate calendars into the assistant to provide real-time appointment scheduling (covered in the next tutorial).
  • Explore advanced tools to enhance workflows, such as CRM integration or dynamic data retrieval.

Support

For further assistance, contact support@leadindicator.ai.

 

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