Overview of Call Flows

This information outlines the different Call Flows used to create an agent.

When creating an agent, select Prompt Based under Call Flows.
Enter your business's unique prompt under 'Prompt'. To help build your prompt, use the SalesAi Prompt Builder linked here.
Next, input your business's Required Qualifiers and your Knowledge Base URL to further inform the Ai agent.

Next, select your desired Call to Action. This step will be the same for all Call Flows. Choose between 'Book a Meeting' or 'Live Transfer'.
- When selecting 'Book a Meeting,' you'll have the option to choose between Round-Robin and 1:1 bookings.
- Whereas selecting 'Live Transfer' will give you the option to transfer to a specific department.
Within the Call Flow, you'll have the option to add a 3rd Party Webhook to integrate with existing tools and systems.
Before moving to the next step in creating an agent, you'll have the option the select 'Double Call.' This will trigger the agent to dial two calls if unanswered, instead of just one.

When creating an agent, select Prompt Based under Call Flows.
Enter your business's unique prompt under 'Prompt'. To help build your prompt, use the SalesAi Prompt Builder linked here.
Next, input your Objections/Question Talk Tracks and Knowledge Base URL to further inform the Ai agent.

Next, select your desired Call to Action. This step will be the same for all Call Flows. Choose between 'Book a Meeting' or 'Live Transfer'.
- When selecting 'Book a Meeting,' you'll have the option to choose between Round-Robin and 1:1 bookings.
- Whereas selecting 'Live Transfer' will give you the option to transfer to a specific department.
Within the Call Flow, you'll have the option to add a 3rd Party Webhook to integrate with existing tools and systems.
Before moving to the next step in creating an agent, you'll have the option the select 'Double Call.' This will trigger the agent to dial two calls if unanswered, instead of just one.

Unlike a Prompt & Qualify Based Call Flow, a Script-Based Call Flow will stick directly to the provided script using an Objection/Question Talk Track.
Script-Based call Flow will be similar to Prompt Based, except instead of Required Qualifiers, you'll input your business's Objections/Question Talk Track that the Ai will adhere to.
Once you have entered in your Script-Based Objections/Question Talk Track, continue to create your Call Flow as you would for a Prompt Based.
Once you have completed the Call Flow to your liking, hit the 'Next' button at the bottom of the page to continue building your agent.