Setting up AI Outbound Calling Systems

Introduction

• Presenter: Liam Otley, founder of Morning Tide AI
• Topic: Setting up AI bots for automated outbound calling
• Objective: To automate lead follow-up calls using AI

About Morning Tide AI

• AI development company
• Specialized in AI solutions for businesses
• Largest community of AI agency owners

Problem with Current System

• Manual lead qualification and follow-up
• Approx. $2,000 wasted per week on inefficient handling
• Business partner spent time daily reading, sorting, and replying to emails

Solution: AI Outbound Calling System

• Automated system to follow up leads immediately after form submission
• Collects basic info, qualifies leads, and books discovery calls

Benefits of AI Outbound Calling

• Streamlines process of lead qualification
• Saves time and reduces costs

Industry Overview: AI Voice Systems

• Inbound Systems: AI answers incoming calls (e.g., restaurants)
• Outbound Systems: AI initiates calls for cold calling, re-engagement, surveys

Demonstration Overview

• Tools Used: Air AI for voice calls, make.com for automation, filloutforms.com for form creation

Steps to Set Up AI Calling System

Step 1: Create a Form

• Platform: filloutforms.com (free alternative to Typeform)
• Collects: Name, Phone, Email, Budget, Description

Step 2: Set up Automation in make.com

• Trigger: Form submission on filloutforms.com
• Action: Initiates call via Air AI's API
• API details: Phone number, metadata (name, email)

Step 3: Create an AI Agent in Air AI

• Custom script provided to interact with leads
• Script checks if the project is chatbot-related
• Conditional logic to determine lead qualification

Step 4: Integrate Twilio for Phone Numbers

• Steps: Create & link Twilio account, purchase phone number
• Integrate details into Air AI setting

Step 5: Automate Calendar Invitation

• Tool: Gmail through make.com
• Triggered by Air AI on successful lead qualification
• Sends calendar booking link via email

Step 6: Test the System

• Testing: Verify form submission, call initiation, and email sending
• Example: Demo with Skype number to simulate phone calls

Additional Resources

• Templates and scripts available through the free school community
• Link: Provided in the video description for templates and automation setups

Conclusion

• Encouragement to adopt AI calling systems to save costs and streamline operations
• Invitation to subscribe for more AI business content
• Future videos on inbound voice systems expected