This tutorial outlines the steps to set up call transfers and appointment booking actions for your AI voice agent using Nedzo AI.
1. Access Call Transfer Settings
Begin by accessing your AI voice agent's call settings.
Click on the 'Actions' button to view available options.
2. Add Call Transfer
Click on the blue 'Add' button to create a new call transfer.
Enter the phone number to which calls will be transferred.
3. Configure Transfer Settings
Set the transfer settings according to your requirements.
Specify the transfer sentence that the AI agent will say before transferring the call (e.g., "One moment while I transfer the call").
4. Define Transfer Conditions
Clearly describe the conditions under which the agent should make the transfer.
Examples include specifying different numbers for sales, customer service, etc.
5. Choose Transfer Type
Select between 'One Transfer' (AI summarizes the call) or 'Call Transfer' (directly connects the lines).
Choose based on your use case.
6. Create Call Transfer
Once all settings are configured, click 'Create' to finalize the call transfer setup.
You can manage and view all set numbers for call transfers afterward.
7. Access Appointment Booking Settings
Switch to the appointment setter agent to configure appointment booking actions.
Click on 'Actions' to see available options.
8. Use Cal.com for Scheduling
Sign up for Cal.com to create a calendar for appointment scheduling.
Connect your existing calendars (Gmail, Outlook, iCal) to Cal.com.
9. Integrate with CRM
If using Go-High Level CRM, ensure it is connected to view all calendars created within the CRM.
More integrations (e.g., HubSpot, Salesforce) will be available soon.
10. Finalize Actions Setup
Review all actions set for your AI voice agent.
Reach out to the support team for any questions or clarifications needed.
Cautionary Notes
Ensure that all phone numbers and conditions are accurate to avoid misdirected calls.
Regularly review and update transfer settings as needed to reflect any changes in your organization.
Tips for Efficiency
Use clear and concise language when defining transfer conditions to avoid confusion.
Regularly check for updates on integrations to enhance functionality.