AI Voice Overview

AI Voice is your digital assistant that calls your leads, qualifies their interest, overcomes objections and transfers ready prospects directly to you. As part of AI², AI Voice works with AI Text to create a complementary lead follow-up system that ensures no opportunity is missed.

AI Voice takes the hardest part of the work of lead cultivation when it comes to nurturing leads. It increases opportunities and saves you precious time. It recognizes the agent who took over the call during the transfer, and automatically assigns the lead to that agent at the call's completion.

Please note that AI Voice is currently only available to Follow Up Boss (FUB) users.

➡️ Click here to sign up for AI Voice ⬅️

Before we dive in...

As a part of the AI Voice setup, Ylopo needs a phone number to forward calls to when a lead is ready to speak with an agent. In most cases, this will be your FUB Company number, although some teams may have elected for a configuration using a FUB Inbox. The benefit of using the Company number is that if a lead is assigned to an agent, it knows to only forward that call to that individual agent. If the lead is assigned to a Pond, the call will ring the Pond Lead. If the lead is unassigned, the call will ring the group of agents you've assigned to the Company Inbox. 

• Please do not change the FUB Company number (or FUB Inbox number) without informing Ylopo. This will prevent transfers from going through. If you need to make a change, please email us at [e-mail] so that we can update your configuration.
• If a lead was unassigned or in a Pond at the time of transfer, Ylopo will automatically assign the lead to the agent who answers.

You can control which leads are eligible for a call from AI Voice using your FUB Stages.

• Please visit the AI Configs section of your Mission Control Dashboard to see and edit your current Stage Configuration settings for AI Voice and AI Text. We recommend allowing the same Stages for both to maximize the number of calls AI Voice is able to make. Remember, AI Voice will call if AI Text is able to engage with a lead.
• Have an agent who doesn't want AI to reach out to leads assigned to them? You can control that in the Agent Configuration in that same section.

How does AI Voice work?

1. When a lead is created from your Ylopo Home Search portal, the note in the lead record will show all the information captured from the registration form:

2. AI Voice will call these new Ylopo-generated leads (and any TCPA compliant 3rd party leads you've enabled) immediately after registration (in 3 to 5 minutes). The initial AI Text may also go out to the lead around the same time, independent of AI Voice. If the lead does not pick up the phone, we will continue to call the lead up to 14 times spread across 90 days.

3. If the lead triggers any priority alerts, they will be called by AI Voice within 5 to 8 minutes of the activity. 

4. For every call, there is a call disposition. Ylopo will log the call on the lead record along with the disposition.

The call disposition will also append as a tag to the lead record so you can filter/create Smart Lists easily. In the example below, you can see a tag named “VOICEMAIL”.

5. When a transfer is attempted, AI Voice will say to your agent, "Hello, I have a Ylopo AI Voice transfer. The name is [lead name]. I'll transfer now." We only provide the lead's first and last name information to the agent so we can transfer the lead quickly and minimize drop offs.

Quick tip:  Agents should answer the phone with their first and last name e.g. "Gabe Cordova" to expedite the transfer.  The faster the transfer, the less likely the lead will hang up.

6. Once the call is transferred, a call log will be recorded in FUB. The call recording of the agent and the lead's conversation will be available in FUB as well.

Lead conversion tip:  Agents taking transfer calls should offer a buyer consult in the office or location of the lead's choosing.  Check out Barry's scripting for AI Voice transfers!

7. If the lead wasn't already assigned to an agent (in a Pond, for example), they will be assigned to the agent who received the transfer automatically, and that agent will receive an email notification containing the lead's registration details.

8. AI Voice will continue to call the lead until they are moved out of the new lead cadence. AI Voice stops calling leads if any of the following conditions are met: 
- Lead has been successfully transferred to an agent
- Lead has been assigned a final disposition. Refer to this article for more information about AI Voice Call Dispositions.
- Lead has been dialed 14 times over 90 days.

Once any of the above is met, AI Voice will consider this lead a database lead and will only call eligible leads again if they trigger a priority event based on engagement signals from AI Text and your Ylopo Home Search Site.

A few tips for working AI Voice Leads:

• Check Your Smart Lists Daily: Make it a habit to look at your Smart Lists in your CRM every day. This is where AI Voice flags leads that are ready for your personal touch.
• Read the Notes First: Before you reach out to a lead, always read their interaction history, whether it's a call log or tags. This gives you helpful context and shows you what they've already discussed with AI
• Acknowledge Your Assistant: When you first talk to a lead, it's a good idea to mention you saw they were communicating with your assistant. A simple, "Hey, I saw you were texting with my assistant..." works great!
• Be Ready for Live Transfers: Practice and be prepared to jump into live transfers smoothly. Your goal is to take that interested lead and convert their interest into a scheduled appointment.
• Let AI Handle Callbacks: If AI Voice has already scheduled a callback with a lead, let it do its job! Don't call the lead yourself, as this can interrupt the flow and confuse things.
• Check out our AI² Success Playbook for more tips!

Default AI Voice Calling Hours

US AI Voice Calling Window
- Mon to Sat, 8AM to 8PM
- Sun, 9AM to 8PM

Canada AI Voice Calling Window
- Mon to Fri, 9AM to 8PM
- Sat to Sun, 10AM to 6PM

You may also visit our Support Center page on AI Voice

For questions or concerns, please reach out to our Support team or email: [e-mail]