Seamlessly Integrate Voice AI Data into Your Workflows

Voice AI Data Integration in Workflows

We're excited to announce the latest enhancement to our platform: the integration of Voice AI data within workflows. This update empowers users to seamlessly incorporate Voice AI call details like call duration, summaries, and transcripts directly into their workflows. Here's everything you need to know to get started with these new capabilities.

What's New with Voice AI Integration

Incorporating Voice AI data into your workflows enables a more dynamic and insightful approach to handling customer interactions. This feature allows easy access to vital call data, enhancing workflow functionality and enabling better decision-making.

How to Use Voice AI Data in Workflows

To utilize Voice AI data within your workflows, the Voice AI variables can be accessed from the Voice AI Menu under Custom Tags. This inclusion simplifies the process of embedding call details into your workflows, making it more efficient to handle complex operations.

Pre-Requisites for Voice AI Data Utilization

To get the most out of this feature, follow these steps:

1. Enabling Voice AI Agents

   • Navigate to the Agency View and go to Settings > AI Employee.
   • Choose the account where you wish to enable Voice AI Agents.
   • Turn on the Voice AI Agent feature for that specific account if it isn't already enabled.

2. Configuring the Agent

   • Access the enabled account and head to Settings > Voice AI Agents.
   • Add a new agent and complete the 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 connect the agent with a workflow.
   • Choose the workflow that you want the agent to activate.

3. Phone & Availability Setup

   • Assign a phone number to the AI agent.
   • The Voice AI agent will automatically answer when this number is called, or step in if the recipient does not respond, as configured.

Integration of Voice AI data into workflows enhances your operational capabilities by providing real-time insights and facilitating strategic decisions based on comprehensive call data.

For those interested in further optimizing their platform usage, consider exploring our Done For You Services for tailored assistance.

In Case You Missed It

Catch up on our recent updates, including the Enhanced Call Transcription Now Includes IVR Calls, to see how continuous improvements can further streamline and optimize your workflow experience.