This guide provides essential insights for effectively programming AI agents with primary and secondary calls-to-action (CTAs) to enhance customer engagement based on their interests and availability. 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:
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Setup Process:
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Ensure that transfer numbers and calendars are properly set up in the company and user settings before proceeding.
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Navigate to SalesAi, click on AI Voice, then go to Agents .
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Access the agent you're creating or editing, and find the Call Flow section under Step 3 .
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Enabling CTAs:
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Scroll to the bottom of the page and toggle on Call to Action .
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Primary Call-to-Action:
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Select your primary CTA based on your use case, such as Book a Meeting, Live Transfer, or Live Transfer-Number Directory .
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Resources for detailed setup instructions are provided for each CTA type .
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Secondary Call-to-Action:
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To add a secondary CTA, click on Add Call To Action, and select a different option .
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The primary CTA will no longer be available for selection once a secondary CTA is chosen .
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You can swap between primary and secondary CTAs by clicking Set as Primary .
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Third-Party Services Disclaimer
Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.
Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.
Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
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