Scroll through the steps below to ensure you are ready:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
- Testing the Agent: It's crucial to test your agent thoroughly under various scenarios, particularly when using creative or non-standard qualification methods. The document emphasizes the importance of testing for error detection, performance optimization, and compliance.
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Team Workload: Consider your team's current workload, including their availability and any upcoming vacations. If your team is already overwhelmed, it might be wise to scale down the initial call list.
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Call Volume: Starting with a smaller list of 100-250 prospects per day is recommended to avoid overwhelming your calendar and phone lines .
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Monthly Minutes: Double-check your available minutes in SalesAi and Twilio before going live. If your minutes are running low, consider reducing the call volume or purchasing additional minutes to prevent interruptions .
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Resources: Additional resources such as a learning library, knowledge base, and support ticket options are provided for further assistance.