AI Cold Caller Template 2.0 Overview

Jul 11, 2024

AI Cold Caller Template 2.0 Overview

Introduction

  • Presenter: Janis Moore
  • Focus: Updated AI cold caller template with new features based on recent learnings
  • Resource Hub: Platform where all resources are shared for free

Context

  • Original template allowed building a dynamic agent on VAP using dynamic data for various purposes (cold calling, etc.)
  • New version includes more features and is designed to be beginner-friendly

Quick Overview

  • Example demonstration: How it works and how to set it up without any coding knowledge
  • Features discussion: In-depth look at the new features included

Understanding AI Phone Calling

  • Importance of understanding what AI phone calling involves
  • Previous videos provide more in-depth explanations

Features of the Template

VAP Integration

  • Uses VAP's assistants and makes them dynamic through automation
  • Dynamic Information: Allows using tags for lead/customer information dynamically

Google Sheets Template

  • Reporting Tab: Shows total leads, called, and uncalled leads, and call transcripts
  • C Graph: Shows the ending reason for calls
  • Lead Sheet: Contains detailed information of leads (phone number, name, status, country, etc.)
  • Phone Number ID: Helps in scaling and managing rate limits and caller ID reputation
  • Phone Number Reference Table: Allows looping through phone numbers to avoid rate limits

Transcripts

  • Available for every chat with the assistant

Setting Up the Template

Steps

  1. Resource Hub: Access and copy the Google Sheets template
  2. Google Sheets: Don’t change the sheet names
  3. make.com: Create an account and set up the scenario

Scenario Setup

  1. Import Blueprint: Download and import the blueprint from the Resource Hub
  2. Google Sheets Integrations: Connect Google Sheets and select the copied spreadsheet
  3. VAP Integration: Set assistant ID and VAP API key

Advanced Setup

  1. New Scenario: A simpler scenario for call backs
  2. Webhook URL: Create and add webhook URL to VAP assistant settings
  3. Testing: Run the scenario and test the setup

Dynamic Tags and Testing

  • Static assistant converted to dynamic using tags from the Google Sheet
  • Testing ensures proper functioning of the dynamic assistant

Customization and Extension

Adding Dynamic Variables

  • Modify and add new variables to dynamically adjust to user inputs (e.g., job title)

Debugging and Validation

  • Important to keep track of errors and validate dynamically adjusted fields

Technical Aspects

Major Touchpoints

  1. Google Sheets Iterator: Defines dynamic variables
  2. Google Sheet Modules: For dynamic updates

Adjustments

  • Customize based on specific requirements (e.g., dynamic updates, more data fields)

Callback Template

  • Used for various functions based on server messages (status updates, transcripts, etc.) from VAP

Benefits

  • Offers maximum flexibility and control unlike other platforms
  • No-code approach allows easy adjustments without coding expertise

Conclusion

  • Resource Hub: Provides access to all templates and resources
  • Flexibility: Ability to customize and tailor solutions for specific needs
  • Community Support: Encourages questions and feedback via comments

Full transcript