Campaign Steps

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Add Call Steps

• Click the New Step button to begin adding steps that the assistant will follow during the call.

Adding a call step

Call step added.

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Schedule Meetings

• Press the Schedule a Meeting button.
• For scheduling, connect to Cal.com through the integrations tab.
• Before offering time slots from your account, decide on the content for the assistant to say.
• Choose the relevant event from the dropdown.
• Define how many days in advance clients can schedule meetings by setting the Schedule days ahead field. We recommend not to use more than 14 days in advance.
• For scenarios when no time slots are available, configure how the assistant should react:
  • Avoid Calling: Select this option to prevent the assistant from making calls when no slots are available.
  • Use Fallback Phrase: Choose this option to have the assistant use a fallback phrase. Upon selection, a text field will open where you can insert the specific sentence the assistant should say.

Scheduling a meeting from a step

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Call Forwarding

• Press the Call Transfer button.
• Enter a Call Transfer Phrase in the provided text field. This phrase will be spoken by the assistant before the call is transferred.
• Specify the phone number to which the call will be transferred. Ensure to include the country code.
• Choose whether the Caller ID for the forwarded call will be the campaign’s number or the contact’s number.

Forwarding a call with a step

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Setup SMS

• Press the SMS button.
• Add a phrase for the assistant to say before sending an SMS and set the content of the SMS in the SMS Template.

Setting up an SMS within a step

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Editing Steps

• Reorder Steps: Long press and drag a step number to change the order.
• Step Options: To manage the content of a step, click the buttons on the right. You can:
  • Play: Hear how the sentence will be said.
  • Rephrase: Generate a new version of the sentence.
  • Delete Step: Remove the step from the script.

You can play, rephrase and Delete each step