Call AI Setup + Best Practices

Establish your Call AI use cases and define your Structurely AI assistant's persona!

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

๐Ÿ‘‹ Let's establish your Structurely assistant for Call AI!


  • Create an "Agent" within your Structurely Homechat account here

  • Verify that your "AI Assistant Calling and SMS Texting" inbound call settings are complete here

  • Learn how to utilize your Call AI Agent with outbound calling here


Create a Call AI "Agent"

Here's how to get setup:

๐Ÿ‘‰ Login to your Structurely Account here

๐Ÿ‘‰ Access the "Call AI Agents" section within the Scripts page here

๐Ÿ‘‰ Select "Create Agent" as shown ๐Ÿ‘‡

Choose a title that describes your use case and select a System Prompt - we recommend the "Lead Qualification Prompt" ๐Ÿ‘‡

Shift to the "Persona" tab and define the role and personality of your desired Call AI assistant ๐Ÿ‘‡

  • Persona / Industry Qualifier should read "Real Estate Professional" or "Home Improvement Professional" or "Marketing Professional" etc.

  • Job Title will often be "Inside Sales Agent" -> this should define the role that the Call AI is acting as within your company.

  • Communication Style refers to the speaking style that you wish your Call AI to employ; we recommend 3-5 descriptive adjectives here. The 4 listed above (kind, knowledgeable, expert, and warm) are fairly standard across most industries.

๐Ÿค™ Only the "General" and "Persona" settings are required to set up your Agent, but we highly recommend continuing through the remaining sections to customize your Call AI for best performance.

The "Greeting" tab allows you to specify exactly how you would like the AI Assistant to identify itself to callers๐Ÿ‘‡

  • If nothing is specified within this section, the system default will be an introduction which incorporates the Chatbot name (established under AI settings) and the Company name (within your agency settings).

The "Guidelines" tab is the most important when it comes to tailoring the specific content you're looking to include within the Call AI conversations๐Ÿ‘‡

We typically recommend that you include 5-7 questions max here, these are the questions that your AI Assistant should be asking each lead.

These questions should be written out in full sentences, as the AI will stick as closely as possible to the written content.

  • Please note, questions are not guaranteed to be introduced to the lead in a specific order; but you can set your preferred priority using the up / down arrows shown to the right of each question once written.

Answers actually consist of both questions + answers so that you can pre-define the preferred responses (using factual info) to common questions that you may encounter within your industry. ๐Ÿ‘‡

If there is no preset answer for a certain question that happens to come up during a call, the AI will utilize publicly available information to answer as best it can.

(The answers will only be used if that question happens to come up during a conversation)

Finally, the "Qualification" tab allows you to set parameters for disqualification if a lead will not be a fit based on the information they've provided๐Ÿ‘‡

We recommend the following default disqualification criteria:

  • โ€œThe lead is not interestedโ€

  • โ€œLead has opted outโ€

There will eventually be additional logic regarding qualification which can be added in this section; this is currently not live within the Call AI system.

โš ๏ธ Be sure to finalize your Call Agent using the "Create Agent" button at the top right once your settings are applied! โš ๏ธ

Similarly, if you are making changes to an existing agent be sure to select "Update Agent" in the top right-hand corner once those changes are applied. ๐Ÿ‘‡

Inbound Settings ๐Ÿ›ฌ

Visit "AI Assistant Calling and SMS Texting" within your Lead Source settings to assign your new Call AI agent use case.

You'll want to assign the appropriate "Inbound Call AI Agent" to each AI Assistant phone number (may be only 1) using the dropdown to the right โ˜๏ธ

This will allow any incoming lead calls to the specified assistant phone number to be properly enrolled within the Call AI use case that you just created!

Outbound Calls ๐Ÿ›ซ

Great news! ๐ŸŽ‰ There should not be any additional configuration once your outbound use case + Call Agent have been built.

You can access any lead by browsing through your Homechat "Conversations" inbox, searching for a specific lead using the search bar, or creating/uploading new leads to choose a recipient for the outbound call.

Use the "Make a Call" button and select your intended use case, labeled AI Call: _____________ to initiate an outbound AI call. โ˜๏ธ

Please note, other options within this menu include:

  • the ability to "Make a Call" to dial the lead directly using your device
    โ€‹(in-browser e.g. via your laptop/desktop computer) ๐Ÿ’ป

  • the ability to "Call Lead" which will initiate a live transfer that rings the agent's phone first, then attempts to connect with the lead. โ˜Ž๏ธ

Please keep in mind that users cannot make an outbound call if there is no phone number listed under the "My Account" settings found here.

๐ŸŽŠ You've just set up Structurely Call AI! ๐ŸŽŠ

Questions, comments, concerns? Let us help!

Reach out to us directly at and we will get back to you!

- ๐Ÿš€ The Structurely Team

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