Introduction

Say goodbye to missed opportunities and hello to seamless communication! The Unknown Inbound Call Handler will answer incoming calls from unknown numbers and leads that you have not communicated with yet. It's like having a dedicated team member who works tirelessly to ensure that no lead goes untouched.

Setting up the Inbound Call Handler

In order to use the Inbound Call Handler you must have an AI Sales Agent package. Navigate to the Sales Agent settings and select Voice.

Check the box next to Unknown Inbound Calls to allow the handler to answer incoming calls on your behalf.

Settings

1. Voice Type
   1. Select either a Male or Female voice
2. Receiving Number
   1. This is the phone number that the handler is answering. By default, this will be the AI Sales Agent's virtual phone number, but any virtual phone number is available.
3. Applied Numbers
   1. The handler will not answer calls from leads that you have communicated with before. Here, you will select what calls the handler will answer:
      1. Untouched Leads = Phone numbers that belong to a lead in the CRM that you have not spoken with before.
      2. Unknown Caller = Phone numbers that do not belong to any lead in the CRM.
4. Active Hours and Active Days
   1. These are the times that the handler is answering calls, the same as this setting elsewhere in the CRM.
5. Interactive Steps
   1. Actions & Conditions
      1. This is the handler's welcome script that it reads upon answering the call. The Actions define how the handler should react on the call. 
   2. AI Prompts
      1. This is a detailed flow that tells the handler how it should behave. If you edit this flow, the Actions & Conditions will not longer be available, as too many customizations will confuse the AI.
   3. Remember, the handler's goal is to collect information and determine who is calling, it cannot hold a conversation with the caller.

Check the box at the bottom of the page to add the caller to the CRM as a lead. Whatever information the Voice Bot was able to obtain will be available on the lead detail page.

You can test the Inbound Call Handler by calling from your bridge/personal cell phone number. When you call the receiving number at the top of the settings from the number provided at the bottom of the settings, you can test the handler's actions without altering any lead data in the CRM.

Questions?

If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.