new
improved
Automations
Voice AI
Voice AI Data x Workflows
What's New:
- We’ve added support for accessing and templating Voice AI data within workflows.
- Users can now seamlessly incorporate Voice AI call details like call duration, summary, and transcript directly into their workflows.
How to Use?
- Within the workflow, Voice AI variables can be accessed from the Voice AI Menu under Custom Tags.
Pre Requisites:
- Enabling Voice AI Agents
- Navigate to Agency View > Settings > AI Employee.
- Select the sub-account where you want to enable Voice AI Agents.
- Ensure the Voice AI Agent feature is enabled for that sub-account. If it’s not, turn it on.
- Configuring the Agent
- Go to the enabled sub-account: Settings > Voice AI Agents.
- Add a new agent and fill in the required fields: Agent Name, Business Name, Language and Voice
- Set the Interaction Type to Inbound Calls.
- Under Agent Goals, enable “Trigger workflow when a call is completed” to link the agent with a workflow.
- Select the workflow you want the agent to trigger.
- Phone & Availability Setup
- Assign a phone number to the AI agent.
- When someone calls this number, the Voice AI agent will either answer immediately or step in if the recipient doesn’t pick up, whatever is configured.
