⌛ Before we begin, have you created a Call AI Agent? If not, visit the how-to doc found HERE and do so before continuing on. ⌛
TL;DR
Utilize the Workflow creation wizard found within the "Rules" section here
Make any desired changes or customizations within the "View / Edit" option
Build a Call AI "Workflow"
Here's how to get started:
👉 Login to your Structurely Account here
👉 Access the "Workflows" section within the Rules page here
👉 Select the "Create Workflow" button to initiate the setup wizard:
Select "Call AI" from the dropdown and assign a name for the workflow 👇
You will then select the desired Call AI Agent, then choose "Next" to proceed to the final step 👇
You'll now be shown a workflow summary to review, confirm using the "Create Workflow" button 👇
Congratulations, you've created your first workflow! 🎉
👉 Edit and customize your workflows using the View/Edit button:
1. The default trigger to kick off each workflow is "Conversation Started" - which occurs if a voice call is triggered or a conversation via text begins 👇
You can incorporate additional criteria such as the lead's preferred max price, their readiness, etc 👇
✏️ You can choose to make this as complicated (or as simple) as you like!
2. Each of the preset delays under "ACTIONS" can be edited using the dropdown arrow to the right, with options for variable time delays and the ability to select a different Call AI Agent if need be 👇
➡️ To delete an existing action, use the trash can icon off to the right
➡️ To create a new action, scroll to the bottom of the list and select "Add Action"
3. Suppression rules refer to the conditions that will prevent calls from going out to a lead.
You should always include lead priority=never & interest=not interested, these help your Call AI Agent to respect and comply with necessary opt-out handling.
Similar to the triggers, you can add in other criteria that will prevent future attempts to connect via Call AI if you discover disqualifying information via text (or if that info is imported with the lead).
⚠️ Some changes will be auto-saved, but if you see the "Update Workflow" button be sure to confirm your edits as a final step 👇
So, how exactly does this workflow impact my AI texting? 🔎
The Call AI workflows run independently of any text campaigns that you may (or may not) also be utilizing via Structurely.
Drip messages will continue to be distributed on the preset time delays until a lead responds, even while the follow-up call cadence is occurring.
It is NOT required to have a text conversation before starting a call.
Information gathered within the text conversation can actually help to guide the workflow cadence using triggers and suppression rules, as shown above.
Questions, comments, concerns? Let us help!
Reach out to us directly at help@structurely.com and we will get back to you!
- 🚀 The Structurely Team