Step 1: Open Your Drip Campaign
Navigate to the drip campaign you want to edit or create.
Step 2: Add or Edit a Campaign Step
Go to the step where you want the AI outbound call to occur.
Step 3: Select the Outbound Voice AI Action
In the campaign step options, choose:
Outbound Voice AI
Step 4: Select the AI Agent
Choose the Voice AI agent you want to use for the outbound call.
Note: You can create and use multiple AI agents with different voices and scripts.
Step 5: Configure the AI Call Timing
Set when the AI call should occur within the drip campaign timeline.
Example Workflow:
Send SMS after 1 month
Wait 3 months
Trigger AI outbound follow-up call
Step 6: Configure the AI Call Behavior
The AI call will automatically:
Use the lead’s campaign phone number
Follow the AI agent’s configured script
Ask qualification questions
Execute the configured automation actions
Step 7: Customize AI Follow-Up Strategies
You can create different follow-up experiences by using:
Male or Female AI voices
Different AI question sets
Voicemail drops
SMS follow-ups
Additional automation workflows
Step 8: Save the Drip Campaign
Save or update the drip campaign after configuring the AI call step.