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      2. Workflows

      AI Call Workflow

      This guide provides step-by-step instructions for creating an AI Call Workflow in SalesAi using our Drag & Drop functionality. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      🔧 Before You Begin

      • Agents must be created before building an AI Call Workflow.

      🛠️ Workflow Creation Steps

      1. Navigate to SalesAi → Workflows → Create Workflow.

      2. Name your workflow and go to the Builder tab.

      3. Optional (if you wish to manually enroll contacts, skip this step)- Set a Trigger:

        • Options include:

          • Manual

          • Webhook (must be configured in Company Settings)

          • Inbound Phone Call

          • Data Import

      4. Add a Drip Step by dragging and dropping it into the builder (optional but highly recommended):

        • Drip controls how contacts are spaced out.

        • Suggested batch size: 50 contacts

        • Suggested timing: 1 hour and 1 minute

      5. Add an AI Call Step:

        • Select AI Call, drag & drop into the builder, and assign a voice agent.

        • You can duplicate steps for follow-ups.

        • Add delays between calls:

          • Recommended: 1-day delay

          • Ideal: 3–7 call attempts over 2 weeks

        • Optional: Use different agents for follow-ups.

      ⚙️ Final Configuration

      • In Settings, toggle Business Hours on/off based on preference.

      • In Goal, choose what triggers unenrollment (e.g., call answered or meeting booked).

      • Save Draft to pause your work or Publish to activate the workflow.

      ⚠️ Important Note

      • Once published, workflows cannot be edited.

       

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