How to Run the Voice AI Workflow
Add a Line of Business tag
Use the appropriate tag, such as Mortgage Protection, Final Expense, Debt Free, etc.
Add a Trigger tag
You can create your own trigger tag, such as MP Call, AI Call, or Voice Call.
Wait a few minutes
After adding both tags, wait a couple of minutes for the workflow to trigger, depending on how it is configured.
Once both tags are added and the workflow has triggered, the Voice AI should be ready to go.
Common Troubleshooting Tips!
I did add the proper tags but my AI still isn't calling. Why not?
If you have added the right tags, but your AI Assistant still isn't making calls, here are the two most common reasons why:
Your Wallet Balance is Low
If you are the Agency Owner of your account, ensure that you have set up your wallet and that it has a positive balance. Having a negative balance will stop calls for ALL of your subaccounts.
If you are a subaccount user on another Agency account, ensure that you have setup the wallet inside of your subaccount.
Your Ai Assistant does not have a phone number linked to it.
The Outbound Prompt is not published completely.