AI Call Campaign

Detailed explanation of creating an AI Call Campaign using step-by-step instructions.

AI Call Campaign

The AI Call Campaign module in the Werbooz AI Dashboard allows businesses to create and execute highly customizable, AI-driven campaigns tailored to their specific needs. This feature empowers users to automate outreach, gather critical data, and optimize communication processes with the help of advanced AI technology.

Creating an AI Call Campaign involves several steps, each designed to ensure a seamless and effective campaign. Let’s explore the process in detail:

Step-by-Step Guide to Create an AI Call Campaign

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Step 1: Provide Basic Details

In this initial step, users provide foundational information about the campaign:

  • Campaign Name: A unique name to identify the campaign.
  • Tags: Add relevant tags for categorization and easy filtering.
  • Objective: A detailed description of why this campaign is being created, providing clarity and context to our AI Agent.
  • Purpose Explanation: Define the purpose of the campaign, such as: Marketing, Sales, HR (e.g., recruitment or employee engagement)
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Step 2: AI Call Settings

This step configures the AI agent for the campaign:

  • Agent Name: Specify the name of the AI agent.
  • Agent Voice: Choose from a variety of voice options to match the campaign's tone and audience preferences.
  • Options include male, female, and neutral voices with diverse accents and tonalities.

This customization ensures the AI agent aligns with the brand’s identity and audience expectations.

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Step 3: Define Key Parameters

Here, users define the parameters they want to monitor during the campaign.

  • Examples of key parameters include:
  • Budget: For campaigns focused on financial discussions or sales quotas.
  • Services: To gather insights on service preferences or satisfaction.
  • Issues: To track and resolve user concerns.

These parameters can vary based on the user’s business type, offering flexibility to tailor reports to organizational needs.

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Step 4: Add Questions

This step involves creating the questionnaire that the AI agent will use during calls:

  • Add Questions: Define all the questions the agent will ask participants.
  • Question Logic: Ensure logical sequencing of questions to maintain conversational flow.

The quality of the questions significantly impacts the effectiveness of the campaign, enabling precise data collection and actionable insights.

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Step 5: Attach a Form

Attaching a form allows the campaign to collect additional user data:

  • Dynamic Fields: Define the fields to be included in the form.
  • Examples: Name, Email, Budget, Service Preferences.
  • Dynamic Email Integration: Collected values can be dynamically inserted into predefined emails, making communication personalized and relevant.

This feature enhances the campaign's ability to gather structured data while enabling personalized follow-ups.

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Step 6: Configure Triggers

Triggers automate actions and communication sequences within the campaign.

  • Email Triggers:
  • Define delays (e.g., send an email immediately or after a specific time).
  • Automate email responses based on user actions or received information.
  • Follow-Up Emails:
  • Set delays for follow-ups.
  • Use AI assistance to write professional emails effortlessly.
  • Trigger Limit: The number of triggers depends on the subscription package chosen by the company.

This automation ensures timely communication and follow-ups, keeping participants engaged and informed.

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Step 7: Campaign Summary and Submission

The final step involves reviewing and confirming the campaign:

  • Summary:
  • Overview of all configured settings, including campaign details, AI settings, parameters, questions, forms, and triggers.
  • Validate all inputs to ensure accuracy.
  • Final Submission: Submit the campaign for activation.

Once submitted, the campaign becomes active and starts functioning based on the defined configurations.

Benefits of AI Call Campaigns

  • Scalable Communication: Automate outreach to handle large volumes of participants.
  • Enhanced Personalization: Use dynamic fields and AI to create tailored communication.
  • Actionable Insights: Gather precise data based on defined parameters.
  • Improved Efficiency: Save time and resources by automating repetitive tasks.

Use Cases

  • Marketing Campaigns: Automate lead generation and customer feedback collection.
  • Sales Outreach: Personalize interactions with potential clients to improve conversion rates.
  • HR Campaigns: Streamline candidate interviews or employee engagement initiatives.

Conclusion

The AI Call Campaign module in Werbooz AI revolutionizes how businesses communicate, making it smarter, faster, and more efficient. With its detailed configuration steps and powerful automation capabilities, organizations can focus on strategy while the AI handles the execution.