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      Voice & SMS Combo Workflow

      This guide provides a comprehensive walkthrough for creating a Voice & SMS Combo Workflow using Twilio and SalesAi, ensuring users can effectively engage their audience. 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:

      ⚙️ Pre-Requisites

      • Twilio Setup: Brand and campaign registration must be approved in Twilio before building the workflow.

      • Voice Agent Setup: All Voice Agents must be created in advance .

      🛠️ Workflow Creation Process

      1. Create a New Workflow

      • Go to Workflows in SalesAi and click “Create Workflow”.

      • Name your workflow and switch to the Builder tab .

      2. (Optional) Add a Trigger

      • Add a trigger by dragging and dropping into the builder, to automatically enroll contacts via:

        • Manual addition from Contacts.

        • Webhooks.

        • Inbound phone calls.

        • Data import.

      • If you don’t want automation, skip the trigger and manually enroll contacts later .

      ✉️ Add SMS and Drip Steps

      3. Start with a Drip Step

      • Recommended to spread out contact timing.

      • Set a batch size (e.g., 50 contacts) and timeframe (e.g., 1 hour).

      • Add the drip to the workflow by dragging & dropping into the builder.

      4. Add an SMS Step

      • Add the SMS step to your workflow by dragging and dropping into the workflow.

      • Select a pre-registered Twilio Campaign and the associated phone number.

      • Write your SMS message (aligned with your campaign’s approved messaging).

      • Optional: Add custom properties for personalization .

      📞 Add an AI Voice Call Step

      5. Configure the Call Step

      • Add the call step to your workflow by dragging and dropping into the workflow.

      • Select the Voice Agent to place the call.

      6. Set Delays Between Steps

      • Recommended delays:

        • Start with 1 day.

        • Increase to 1 week, then 1 month for longer workflows.

      • This spacing prevents overwhelming your contacts .

      🔧 Additional Settings

      • Business Hours: Optionally restrict steps to run during business days/times .

      • Goal Settings: Define when the workflow should stop for a contact. Examples:

        • Call Answered

        • Meeting Booked

        • SMS Reply Received .

      🚀 Launch Your Workflow

      • Save as a draft if not ready.

      • Toggle Publish when ready to go live.
        ⚠️ Active workflows cannot be edited once published .

      ✅ Key Takeaways

      • The Voice & SMS Combo Workflow automates multi-channel outreach, improving engagement.

      • Start with SMS to introduce yourself, then follow up with a voice call.

      • Proper spacing and trigger configuration optimize contact experience.

       

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