How I Automated Phone Calls With AI | STEP BY STEP
Summary
TLDRThis 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
- π AI voice agents are automated phone callers that can book meetings, take orders, and capture leads using AI technology.
- π The video provides a demo of an AI voice agent taking a pizza order, showcasing its capabilities in a real-world scenario.
- π¨βπ³ 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.
- π 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.
- π By automating phone calls, businesses can potentially increase sales and grow their operations through more efficient order processing.
- π οΈ 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.
- π The tutorial includes instructions on integrating with Twilio for phone call capabilities and using SynthFlow's interface to configure the AI assistant.
- π The script emphasizes the importance of setting up a prompt for the AI, which guides its interactions, questions, and responses during calls.
- π The video also covers creating an outbound caller for real estate, demonstrating how to automate lead qualification calls.
- π It shows how to use SynthFlow in conjunction with Zapier to automate calling from a lead list stored in Google Sheets.
- π 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
π€ 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.
π 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.
π 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.
Mindmap
Keywords
π‘AI voice agents
π‘Automated phone calls
π‘Synflow
π‘Twilio
π‘Inbound caller
π‘Outbound caller
π‘Information extractor
π‘Zapier
π‘Google Sheets
π‘API key
π‘Lead qualification
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
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