Setting up an AI Outbound Calling System for Lead Generation

Jun 3, 2024

Setting up an AI Outbound Calling System for Lead Generation

Introduction

  • Business scenario: High cost of manual response to website inquiries (~$2,000/week).
  • Solution: AI bot for lead qualification and appointment booking.
  • Objectives: Cost efficiency, improved lead handling.

Speaker Background

  • Liam Otley: Founder of Morning Side AI, running largest AI agency owner community.
  • Focus: Teaching AI systems for business solutions.

AI Voice Systems Overview

Inbound Calling Systems

  • AI agents answering calls, e.g., restaurant front desk automation.
  • Applications: Customer interactions, inquiries handling.

Outbound Calling Systems

  • Use cases: Cold calling, re-engagement campaigns, customer surveys.
  • Legal considerations: Can call businesses but not consumers.

System Demonstration

Before AI Implementation

  • Inefficient manual handling of leads through contact forms.
  • Business partner spends ~1 hour/day on leads classification and communication.

AI Implementation Steps

  1. Website Form Submission: Triggers AI bot calls using Skype number (demo).
  2. AI Call Actions: Immediate follow-up, lead qualification, discovery call booking.

Benefits of AI Systems

  • Automatic lead qualification and filtering, saving time and effort.
  • Transition to set up for own or client's business.
  • Use AI outbound calling for efficiency in large-scale lead handling.

Steps to Build the System

Step-by-Step Guide

  1. Create Website Form: Use Fill Out Forms platform (free alternative to Typeform).
  2. Set Up Automation on Make.com: Use provided template for HTTP requests to initiate calls via Air AI API.
  3. Create Air AI Agent: Configure dialogue scripts, integrate with Twilio for call handling.
  4. Configure Web Hooks and API: Ensure proper data flow between form submissions and call actions.
  5. Set Up Gmail API for Email Follow-ups: Automate sending booking links for qualified leads.

Key Tools and Platforms

  • Fill Out Forms: For creating user forms on the website.
  • Make.com (formerly Integromat): For setting up automation scenarios.
  • Air AI: AI phone calling service platform.
  • Twilio: For phone number and call management.
  • Gmail API: For automated email follow-ups.

Detailed Walkthrough

  • Create forms and sync with Make.com using provided templates.
  • Initiate calls and qualify leads using Air AI.
  • Automation details: Web hook setup, script configuration, and API key integration.
  • Testing process: Verifying the proper trigger and automation sequence.
  • Handle multiple actions in Make.com for diverse client responses.

Conclusion

  • Emphasis on future AI systems: Inbound/Outbound voice systems are evolving rapidly.
  • Invitation to join future content and resources for continuous learning.
  • Importance of subscription and community engagement for AI advancements.

Resources

  • All templates and scripts available through the speaker's community page.
  • Recommended video: Complete Guide to Creating an AI Business in 2024.