Outbound A.I User Guide
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Welcome To Your Outbound A.I
Please keep this saved, as more videos will be added.
PLEASE ACCESS THE A.I ONLY FROM THE CRM SIDEMENU "Simplified A.I"
For Any Further Help, Please Email:
[email protected]
Welcome Intro
**Add Your Wallet**
Buy and Verify Phone Numbers
Change A.I Voices
Different Bots Overview and How To Start Calling
Once you watched the previous videos and this one below, click on the "BLUE" links below.
It will show you how to use each assistant
Enable sound
Each Assistant Automation Is Hyperlinked Below.
Choose Your Agent(s) and watch how they function!
(To Make A Quick Test Call To Yourself, just go to a contact and add the tag "Make AI Call".)
DON'T FORGET!
Need More To Add Numbers If want All Assistants, If you only want 1, then you can move the number to your preferred Assistants.
🚀 Automation Overview & Triggers
Assistant
: General MCA Rep
Automation
: Single Outbound AI Call (No Follow Ups)
How it works:
Makes one AI call only, no follow-up attempts. Useful for samples or one-time calls.
Trigger:
Adding the tag
“Make AI call.”
_______________________________________________________________________
Assistant
: General MCA Rep
Automation
: Add or Remove AI Aggressive Tag (General Outreach)
How it works:
Acts as a handoff automation. Adding the tag pushes the lead into the next sequence.
Trigger:
Adding the tag
“ai aggressive.”
(Adding this trigger starts the next automation)
_______________________________________________________________________
Assistant
: General MCA Rep
Automation
: AI General Outreach (Aggressive)
How it works:
Persistent/“infinite” calling sequence. Keeps calling until answered, like a nonstop chaser.
Trigger:
Activated by the
“ai aggressive”
tag.
(This is drafted; you must publish this yourself)
(Can be made shorter and not aggressive)
_______________________________________________________________________
Assistant
: Follow Ups
Automation
: Outbound AI Follow Ups
How it works:
AI calls back as part of a structured follow-up sequence.
Triggers:
Tag
“ai follow up”
added, OR
Lead’s pipeline stage in CRM moves to
Follow Up
.
_______________________________________________________________________
Assistant:
Inbound Leads
Automation:
Outbound AI From Form
How it works:
Initiates AI calls after a form is submitted (e.g., Facebook lead form). Can be edited to also send SMS/email when tagged as “Answered.”
Trigger:
Submission of a
specific lead form
(must be linked).
_______________________________________________________________________
Assistant:
Renewals
Automation:
Outbound AI Renewal Reminders
How it works:
Sends AI calls to remind clients of upcoming renewals.
Trigger:
When the
renewal date approaches
in CRM.
_______________________________________________________________________
Assistant:
Ghosted Offers
Automation:
Ghosted Stage Outbound AI
How it works:
Re-engagement calls to leads marked as unresponsive.
Trigger:
Pipeline stage set to
Ghosted
in CRM.
_______________________________________________________________________
Assistant:
App Chaser
Automation:
Outbound AI CHASER For APP
How it works:
Aggressive follow-up to push for application completion.
Trigger:
Pipeline stage set to
Waiting for App
in CRM.
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