Introduction

Say goodbye to missed opportunities and hello to seamless communication! The Voice Bot 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.

Note: This feature is currently being beta tested. You may not have access to the Voice Bot at this time.

Setting up the Voice Bot

In order to use the Voice Bot, you must have an AI Assistant package. Navigate to the AI Assistant settings and select Call Screening Settings.

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

Voice Bot Settings

1. Voice Type
   1. Select either a Male or Female voice
2. Receiving Number
   1. This is the phone number that the Voice Bot is answering. By default, this will be the AI Assistant's virtual phone number, but any virtual phone number is available.
3. Applied Numbers
   1. The Voice Bot will not answer calls from leads that you have communicated with before. Here, you will select what calls the Voice Bot 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 Voice Bot is answering calls, the same as this setting elsewhere in the CRM.
5. Interactive Steps
   1. Actions & Conditions
      1. This is the Voice Bot's welcome script that it reads upon answering the call. The Actions define how the Voice Bot should react on the call. 
   2. AI Prompts
      1. This is a detailed flow that tells the Voice Bot 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 Voice Bot'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 Voice Bot 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 Voice Bot 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.