How I Automated Phone Calls With AI | STEP BY STEP

Summary

This tutorial video demonstrates how to construct AI voice agents to automate phone calls for tasks like booking meetings and taking orders. It showcases a demo of an AI ordering pizza and explains how these agents can streamline operations for businesses like a pizza restaurant, saving time and increasing efficiency. The video guides viewers through building an inbound pizza order system and an outbound real estate lead qualification system using SynthFlow and Zapier, highlighting the integration process with tools like Twilio and 11 Labs for voice customization.

Takeaways

• 😀 AI voice agents are automated phone callers that can book meetings, take orders, and capture leads using AI technology.
• 📞 The video provides a demo of an AI voice agent taking a pizza order, showcasing its capabilities in a real-world scenario.
• 👨‍🍳 The script highlights the problem of business owners like John, who spends too much time on phone calls and less on his core business activities.
• 🚀 Building an AI voice agent can save business owners time, allowing them to focus on their main tasks, such as cooking pizzas in John's case.
• 📈 By automating phone calls, businesses can potentially increase sales and grow their operations through more efficient order processing.
• 🛠️ The video outlines a step-by-step process for creating an inbound caller for a pizza restaurant using SynthFlow, a platform for building AI voice agents.
• 🔗 The tutorial includes instructions on integrating with Twilio for phone call capabilities and using SynthFlow's interface to configure the AI assistant.
• 📝 The script emphasizes the importance of setting up a prompt for the AI, which guides its interactions, questions, and responses during calls.
• 🏠 The video also covers creating an outbound caller for real estate, demonstrating how to automate lead qualification calls.
• 🔗 It shows how to use SynthFlow in conjunction with Zapier to automate calling from a lead list stored in Google Sheets.
• 🔑 The video offers a 14-day free trial to SynthFlow for viewers interested in trying out the platform for their own AI voice agent projects.

Q & A

What is the main purpose of AI voice agents as described in the video?

The main purpose of AI voice agents is to automate phone calls for various tasks such as booking meetings, taking orders, and capturing leads, thereby saving time for businesses and ensuring no sales are missed.

How does an AI voice agent help a business like a pizza restaurant?

An AI voice agent can handle routine phone calls, asking customers about their pizza preferences, sizes, and delivery addresses, capturing this data, and storing it for further processing, which saves the business owner time to focus on cooking.

What is the significance of using AI voice agents for businesses?

AI voice agents are significant for businesses as they can handle numerous daily phone calls efficiently, save business owners valuable time, and help in not missing any sales, which can lead to business growth.

What are some other business types that can benefit from AI voice agents?

Other business types that can benefit from AI voice agents include dentists, plumbers, carpenters, roofers, and more, as they can automate the process of taking appointments or orders.

What platform does the video recommend for creating AI voice agents?

The video recommends using Synth Flow, a platform that makes integrations simple and offers a 14-day free trial.

How does the video suggest connecting the AI voice agent to a phone service?

The video suggests connecting the AI voice agent to a phone service by creating an account on Twilio, obtaining the account SID and authentication token, and then connecting these to Synth Flow.

What is the role of the custom greeting in the AI voice agent setup?

The custom greeting is the opening line that the AI voice agent says when a call is received. It sets the tone for the interaction and can be personalized to fit the business's branding and communication style.

How does the video describe the process of setting up an inbound caller for a pizza restaurant?

The video describes setting up an inbound caller by creating an assistant in Synth Flow, selecting 'inbound', customizing the voice and greeting, and configuring the AI model and prompt to handle orders, capture data, and store it for processing.

What is the purpose of the information extractors in Synth Flow?

Information extractors in Synth Flow are used to capture specific details from the call, such as pizza type, size, and delivery address, which are essential for processing the customer's order.

How can the AI voice agent be connected to a lead list for outbound calls, as shown in the video?

The video shows connecting the AI voice agent to a lead list for outbound calls by using a zap in Zapier that triggers phone calls in Synth Flow whenever there are new or updated rows in a Google Sheet containing lead information.

What is the final step shown in the video for testing the outbound caller setup?

The final step shown in the video is testing the outbound caller setup by adding a phone number to the Google Sheet and observing if the AI voice agent makes a call to that number, indicating that the automation is working correctly.

Outlines

00:00

🤖 Building AI Voice Agents for Business Efficiency

The video script introduces the concept of AI voice agents, which are automated phone callers utilizing AI to perform tasks such as booking meetings, taking orders, and capturing leads. The script provides a live demo of an AI ordering system, showcasing its capabilities in handling customer inquiries about pizza types and sizes. It highlights the benefits of AI voice agents for businesses, such as a pizza restaurant owner named John, by reducing the time spent on phone calls and allowing him to focus on his core business activities. The script also outlines potential applications for various industries, such as dentistry and plumbing, and introduces Synth Flow as the platform for creating these agents, emphasizing its ease of use and integration capabilities.

05:01

📞 Configuring Inbound and Outbound Voice Agents

This paragraph delves into the technical setup of AI voice agents, focusing on the inbound caller for a pizza restaurant and the outbound caller for real estate. It explains the process of creating an assistant in Synth Flow, including setting up custom greetings, choosing the voice, and configuring the AI model. The script details the importance of crafting a prompt that guides the AI's interactions with customers, ensuring a seamless ordering experience. It also covers the setup of information extractors to capture essential details such as pizza type, size, and delivery address. Additionally, the paragraph discusses the integration of Synth Flow with Zapier for automating lead lists and making outbound calls, demonstrating how to connect the two platforms and set up triggers for new or updated rows in a Google Sheet.

10:02

🔗 Automating Business Processes with Synth Flow and Zapier

The final paragraph of the script wraps up the tutorial by demonstrating the automation of outbound calls for real estate lead qualification using Synth Flow and Zapier. It explains how to utilize a pre-built template in Synth Flow and connect it with a Google Sheet containing lead information through Zapier. The script guides the viewer through the process of setting up a Zap in Zapier, which triggers phone calls in Synth Flow whenever there is a change in the Google Sheet. The successful setup is confirmed with a test call, and the script concludes by encouraging viewers to use the provided affiliate link for a 14-day free trial of Synth Flow to explore its capabilities further.

Keywords

💡AI voice agents

AI voice agents refer to automated phone callers that utilize artificial intelligence to perform tasks such as booking meetings, taking orders, and capturing leads. In the video, the main theme revolves around demonstrating and explaining how to build these AI systems step by step. The script mentions AI voice agents as a solution for businesses to handle numerous daily phone calls efficiently.

💡Automated phone calls

Automated phone calls are a technology that allows for phone calls to be made without human intervention. In the context of the video, these calls are powered by AI to conduct business operations like ordering food or inquiring about property interests. The script provides a demo and explanation of how these automated systems can be beneficial for businesses like a pizza restaurant.

💡Synflow

Synflow is the platform used in the video to create AI voice agents. It is described as an easy-to-use platform that simplifies integrations. The script walks the viewer through the process of setting up an account on Synflow, connecting it with other services like Twilio, and building the AI voice agents for different use cases.

💡Twilio

Twilio is a cloud communications platform used in the video for handling phone calls and SMS. The script instructs the viewer to create a Twilio account to obtain an Account SID and an authentication token, which are necessary for connecting with Synflow and enabling the AI voice agents to make phone calls.

💡Inbound caller

An inbound caller, as mentioned in the script, is a type of AI voice agent designed to handle incoming calls, typically for customer service or order-taking purposes. The video demonstrates building an inbound caller for a pizza restaurant, which captures information like pizza type, size, and delivery address.

💡Outbound caller

Outbound callers are AI voice agents that initiate phone calls to potential customers or leads. The script shows how to create an outbound caller for real estate, where the AI assistant can call leads from a list and inquire about their interest in buying or renting property.

💡Information extractor

Information extractors are features within Synflow that capture specific details from a phone call, such as pizza type, size, and delivery address. The script explains setting up these extractors to gather necessary information during the call, which can then be stored and used for order processing.

💡Zapier

Zapier is an automation tool mentioned in the script for connecting apps and services to create workflows. The video demonstrates using Zapier to automate lead lists for outbound calls, integrating it with Google Sheets and Synflow to trigger phone calls based on new or updated rows in the spreadsheet.

💡Google Sheets

Google Sheets is used in the video as a platform for managing lead lists. The script describes creating a Google Sheet to store contact information and using Zapier to connect this spreadsheet with Synflow, enabling the AI voice agents to make calls based on the data in the sheet.

💡API key

An API key is a unique code used to authenticate requests to an application's API. In the script, the viewer is guided to obtain a Synflow API key for connecting the platform with Zapier, which is necessary for the automation process to function correctly.

💡Lead qualification

Lead qualification is the process of assessing potential customers to determine their suitability for a product or service. The script uses an example of a real estate outbound caller that qualifies leads by asking if the person is interested in buying or renting property, and in which location.

Highlights

Introduction to building AI voice agents for automated phone calling tasks such as booking meetings and taking orders.

Demonstration of an AI voice agent ordering a pizza and showcasing its capabilities.

The impact of AI voice agents on businesses, particularly for handling numerous daily phone calls.

Case study of John, a pizza restaurant owner, and how AI can streamline his operations.

Potential time savings for business owners and the growth potential of their businesses with AI assistance.

Use cases for AI automated phone calls in various industries such as dentistry and plumbing.

Overview of the two stages of voice agents: inbound caller for a pizza restaurant and outbound caller for real estate.

Introduction to Synth Flow as the platform for creating AI voice agents.

Instructions on connecting a Twilio account to Synth Flow for phone call integration.

Building the first voice agent for a pizza restaurant, including custom knowledge and actions for order capture.

Customization options for voice agents, such as voice selection and greeting messages.

Setting up a prompt for the AI assistant to interact with customers and capture order details.

Utilization of information extractors to capture details like pizza type, size, and delivery address.

Access to call data and transcripts for quality assessment and information extraction.

Automating pizza order processing from phone calls to kitchen fulfillment.

Creating a real estate outbound voice agent using a template and connecting it to a lead list.

Integration of Synth Flow with Zapier for automating lead list calls and other actions.

Final demonstration of the outbound voice agent making a call from a lead list in a spreadsheet.

Conclusion and invitation to try Synth Flow with a 14-day free trial using the provided affiliate link.

Transcripts

in this video I'm going to show you how

you can build AI voice agents step by

step AI voice agents are automated phone

callers that use AI to book meetings

take orders capture leads Etc I'm now

going to do a quick demo of how this

actually sounds hi I'd like to order a

pizza great let's get started what type

of pizza would you like to order we have

a variety of options including Classics

like Margarita pepperoni and Hawaiian as

well as specialty pizz i' like to order

a Hawaiian pizza a Hawaiian Pizza it is

perfect choice voice agents have

recently taken businesses by storm one

of the biggest pain points for

businesses is having to respond to the

numerous phone calls that they get on a

daily basis let's take John a pizza

restaurant owner so John runs a business

by himself making pizzas and taking

phone calls so all of John's calls

pretty much consist of asking the

customer what type of pizza would you

like what size would you like it in but

all this all these calls even if they're

just simple all throughout the day takes

up a lot of time away from actually

cooking the pizzas so if we could build

an AI voice agent to just simply answer

these questions capture that data and

store that data and we're able to handle

all of these requests for him we can

save JN a lot of time ensuring that all

the customers responded to and a sale is

not missed so if we could save John an

hour every single day allowing him to

make an extra four pizzas his business

will exponentially grow saving this much

time for business owners is incredibly

valuable for them and is an incredible

opportunity to sell these agents other

use cases for AI automated phone calls

includes dentists plumbers Carpenters

roofers the list really goes on so in

this video I'm going to walk you through

two stages of voice agents so first I'm

going to cover the inbound caller for a

pizza restaurant this will have sort of

custom knowledge and then actions to

actually capture the pizza type Pizza

size as well as a delivery address then

I'm going to go ahead and show you how

to build a real estate outbound caller

where we can actually link this to a

list of leads to automatically call

people and then just see if they're

interested in buying a property the tool

that I'm going to use to create these

agents is called syn flow so synf flow

is the easiest platform that I've used

uh it makes Integrations super simple so

you can sign up using my affiliate link

and you're going to get a 14-day free

trial so to get started with zlow you

just got to go ahead and create an

account and you're going to land on a

dashboard that looks like this now the

first thing that you want to do in sflow

is go over to the Integrations tab on

the side and we need to connect our

twilio account so we need to go ahead

and create an account on twio and inut

our account Sid and authentication token

so this is my twio account here what you

can go ahead and do is just sign up for

the twilio sort of free trial and

they'll give you some free credits as

well so it's pretty simple to create a

Twi account um and once you've got that

going you'll land on a page that looks

just like this just scroll down a bit

the first voice agent that I'm going to

build is the pizza restaurant inbound

callock that will take orders Taco

address and just store and capture that

information so we'll go ahead and click

create assistant and what we want to do

is go ahead and click inbound so you

should land on a page like this this is

one that that I've already configured

but you get the option to change an

image you get to change the name we can

select The Voice or we can actually

clone our own voice so we can actually

connect this to 11 Labs using uh a

native integration uh 11 Labs API key so

if you want to go ahead and get the 11

Labs type of voices you can do so uh

with that API key going down to the AI

model it's got currently set as a

default to GPT for Turbo I find that

that works quite well and is quick

enough so that's fine to keep it like

that so we've also got a custom greeting

so we can actually set that ourselves so

we can also change the custom greeting

which is just the opening line that the

bot says when you call up uh the number

so it says hey there how can I assist

you so you can change that to whatever

you'd like and the patience level I've

just got it set to the default going

into prompt so this is where sort of all

the action happens um we can set up some

actions I'll come back to this but I'm

first going to cover um our prompt so

this works quite similar to how the

assistance API works or how gpts work if

you're familiar with them we're just

giving it a prompt and the prompt is

really the brain of it we're telling it

how to respond how to react how to

answer questions what questions it

should ask all that type of stuff where

combining it all into one prompt so my

prompt is you are an AI assistant

designed specifically for a pizza

restaurant named Pizza AI or pizza AI

your main role is to interact with

customers through a digital interface to

help them Place their orders efficiently

and accurately so I generated this

prompt using AI uh pretty quickly so it

does the job you understand the full

menu including various types of pizzas

toppings grass options and sizes as well

as side dishes drinks and dessert

options available at the restaurant you

got to ask them what type of pizza they

want and save this information you want

to ask them what size of pizza they want

and save this information you

communicate in a friendly professional

tone and you're adapted handling special

requests modifications and answering

questions about the ingredients and

preparation methods your goal is to

ensure a seamless ordering experience

minimizing weight times and improving

customer satisfaction you can also

inform customers about current

promotions deals and estimated delivery

times remember to confirm the order

details with the customer before

finalizing to avoid any mistakes your

responses are concise informative and

designed to encourage a pleasant and

engaging interaction making the customer

feel Val and eager to return you're

equipped with capability to learn from

each interaction gradually from

improving your recommendations and

efficiency over time you should ask if

they want to come in the store or get a

delivery if they want a delivery please

ask for address and save it so moving

back to the actions what we've got is a

a set of features that they've built in

to syn flow so we've got a send SMS so

send a custom SMS after the call so when

we have a call maybe we want to have

some sort of follow-up SMS system so we

can build out um an automated system so

under what conditions of place pretty

good instructions here you can pretty

much send them maybe a booking link or

like a calendar link to book in a

meeting after that call or we can just

send them some information after the

call realtime booking so we can connect

to cal.com directly in this so what we

can do is actually book calls during the

meeting we've got a call transfer so we

can transfer the call to a human if

somebody says I don't want to talk to

anymore I want to talk to a real human

we can set this system up to actually

transfer that call to a real human so

the actual your client or yourself would

just get called and then you pick up the

phone and it would be on the line with

client or the customer of course we've

also got an information extractor which

is what I'll show you in a second so

this will extract information from the

call uh during the call so what I've

gone ahead and done is set up three

different information extractors so the

first information extractor that I've

got built out is a pizza type so what

type of pizza did you want output

examples Hawaiian Margarita pretty

simple setup just give it a sort of

example question some example responses

from the user and then it's pretty much

set up we can save that the next one

that I set up was another information

extractor for what is your address so

what is your address example to John

Street New York um Street New York so

pretty good example there we're able to

just capture that information using the

information extractor and I've also gone

ahead and set up what size would you

like of the pizza of course so small

medium large and then we can stall that

information uh once the call is actually

made so now that we've had that call

we've got access to a ton of information

in synth flow so we can tell it if it

was great or if it was terrible um we

can rate it we've got access to the

entire transcript uh from the core we

didn't choose to record it but we could

have done that in the settings if we

wish to do so and then we we've got our

actions so we've got our set of values

that we're looking to extract so we can

see here Pizza size um what piz size

rela small medium large and it found

that we said small so obviously that's

going to do that for our address we can

see here we've got our city New York

extract the city of the user um City New

York

so obviously um there's a lot more that

we can do in terms of extracting

information for different use cases but

in this use case super simple we want to

capture the type of piz of they want the

size of the pizza the address and if we

can do that really well and we can get

that data stored and saved and then

connect that to a system that the pizza

restaurant would actually be using we

can now fully automate pizza restaurant

phone caller systems we can take their

exact order we can store that

information have it sent directly to the

kitchen to process that order and

fulfill orders all from just doing this

now I'm going to go ahead and create the

real estate outbound uh voice agent so

what I'm going to use is actually the

template uh that simp has already

created so this is a buyer Le

qualification uh real estate template

hello I'm calling from Majestic Estates

I've seen you complete our form on the

website about buying or renting do you

have a couple of minutes to finish the

request hey yeah for

sure hello this is Paul the AI assistant

let's start are you looking into buying

or

renting uh

buying fantastic in which location are

you interested

uh suburbs of Berlin so I'm going to go

ahead and click create assistant once

I've gone ahead and clicked create

assistant I'm going to go ahead and just

change this down to a $1 Max budget um

you can do whatever you want but I'm

just going to go ahead and do that I'm

going to hit select phone number Select

my twilio phone number and then what I'm

going to go ahead and do is go down to

your sylow AI zaps so sylow has a direct

integration with zapia that we're going

to use to automate a lead list for

outbound calls so what we need to do is

scroll down down until we get to these

popular um sort of zaps that have been

created and we're going to select

trigger phone calls in some flow for new

or updated rows so click that and then

what you'll need to do is log to your

zapia account and you'll land on a page

just like this which is creating a zap

in zapia so go ahead and connect your

Google Sheets or Google account to the

Google sheet plugin and then hit

continue then what you can go ahead and

do is create a new Google sheet uh table

here I've just put in name number you

can do whatever layout you'd like and

I've named synth flow leads so now when

I go back into zapia I can go ahead and

go and find that spreadsheet so syn flow

leads we can go and select

worksheet sheet one and our trigger

column will just be any column so we'll

hit continue now what we're going to do

is go ahead and connect sylow so it's

set up to make a phone call which is

exactly what we want we'll hit continue

then we'll hit sign in now in order to

connect this we need to go ahead and get

our sylow API key so now to get this API

key just create a new tab for sylow and

then go over to the Integrations Tab and

click copy on our sylow API key we can

then go back to our zepia um tab paste

in the API key and hit continue to sflow

now this should be all connected we'll

just hit continue and now that we've

done that we can go ahead and actually

add in our phone number from the

spreadsheet so we can just replace the

existing value with our phone number

from the spreadsheet now we do also need

to go ahead and go into synth flow and

grab the model ID from our assistant so

pull AI the one we copied we'll grab

that ID and just paste that into

[Music]

zapia go ahead and click continue test

step and now we can go ahead and see

that that has worked and I am receiving

a call from that test so that has gone

ahead and worked so we'll just hit

publish and now we should be done with

that so we can just hit close I'm just

going to rename this I'm just going

ahead and rename this and we can just

click close so now if I just go ahead

and copy this value here and just simp

paste it again with my number ideally

zapia should pick that up and we should

receive a phone call in just a minute so

here we are we're now getting the call

just from adding it into the spreadsheet

so it did take a few minutes for the

call to come through but obviously when

you go ahead and upload a ton of leads

to this list uh that'll work perfectly

fine for calling lead list for outbound

calling so I hope that was a helpful

video in understanding how to easily

build inbound and outbound caller

regions as well as how to connect this

to something like zapia to run

automations alongside this if you do

want to get a 14-day free trial to synth

flow you can go ahead and use my

affiliate Link in the description below