This article walks you through the setup and execution of the A.I. Voice Calls Automation🎙️✨ automation inside OS. Built for Platinum users, this powerful system allows you to automate outbound lead calls, receive inbound calls via Voice OS, track call activity, and manage compliance—all using AI assistants. Learn how to trigger calls with tags or webhooks, log call outcomes, and optimize follow-ups, so you can scale voice-based engagement without lifting the phone.
Click Here To Set Up 👆
SOP
SOP
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "12 | A.I. Voice Outbound & Inbound Calls 🎙️✨".
4. What This Automation Does
✅ Makes outbound calls with AI Assistants
✅ Receives inbound calls via Voice OS
✅ Tracks, records, and manages call data
❗️Platinum Account Required
5. Review Your Two Main Triggers
✔️ Outbound Calls → Triggered when a specific tag is added to a contact.
✔️ Webhook Deployment from Voice OS → Automates AI call processing.
💡 Pro Tips:
📌 Use forms & opt-ins to trigger AI calls instead of just tags.
📌 Review the Voice OS deployment guide for advanced AI call setups.
6. Important Note on Inbound Calls
🚨 Inbound calls are NOT triggered inside this automation.
✔️ Instead, your Voice OS account assigns a designated number to handle inbound calls.
7. Review the Automation Conditions
✔️ Separate outbound & inbound calls into dedicated branches.
✔️ Calls and recordings send data via the same webhook—branches filter based on the model ID received.
8. Outbound Calls: Engaging New Leads
✔️ This branch triggers outbound calls for lead outreach & follow-ups.
9. Contact Management for Outbound Calls
✔️ Add contacts to the call queue
✔️ Wait to ensure calls happen during business hours
✔️ Tag contacts & move them into the new leads pipeline
💡 Pro Tip: For optimal performance, limit to 20 concurrent calls.
10. Initiating the AI-Powered Phone Call
✔️ The action places the call to the lead.
11. Configuring the Call Action
✔️ Add your:
📌 Model ID
📌 Contact phone number
📌 First name
📌 API key
📌 "Keys" are additional variables sent to your assistant's prompt.
💡 Pro Tip: Use Custom Values for your Model ID & API Keys
12. Call Tracking & Follow-Ups
✔️ Count the number of calls made to the contact.
✔️ Use this data to adjust call frequency & follow-up actions.
13. Call Recordings & Compliance
✔️ Both inbound & outbound calls follow the same tracking structure.
14. Contact Lookup & Data Logging
✔️ Match phone number data to the find contact.
✔️ Automatically log notes & update contact fields based on call content.
15. Call Outcome Tracking
✔️ Check if the call was answered or missed.
✔️ Tag the contact accordingly for future actions.
16. Compliance: Handling Opt-Outs & DND Requests
✔️ If a contact requests not to be called again, the automation:
📌 Enables Do Not Disturb (DND)
📌 Notifies your team
📌 Removes them from future calling flows
17. Final Optimization & Scaling Automate AI-Powered Voice Engagement
✔️ Call, track, and manage leads and customers at scale.
✔️ Gather actionable data and use AI for smarter decision-making.