AI Voice Smart Lists

There are two Smart Lists you will see we have applied once you are live with AI Voice:

• AI Voice Needs Follow Up
• AI Voice Callback Scheduled

There are two optional Smart Lists that you can copy onto your account from the FUB Best Practice Lists. Go to People > Manage Lists > Best Practice Lists and look for:

• Leads In The Call Center Cadence
• Leads That Completed The Call Center Cadence

If you'd like to setup more smart lists on your end, you can use the below guide:

SMART LIST	FILTER RULES
Leads In The Call Center Cadence	Tags Exclude any: YLOPO_AI_VOICE_COMPLETED ISA_TRANSFER_SUCCESSFUL ISA_TRANSFER_UNSUCCESSFUL NURTURE WRONG_NUMBER NOT_INTERESTED DO_NOT_CALL DECLINED_BY_REALTOR YLOPO_LSA ISA_ATTEMPTED_TRANSFER_REALTOR_UNAVAILABLE AND Created was less than: 90 days AND Tags Include any: YLOPO_AI_VOICE  RAIYA_VOICE
Leads that completed the call center cadence	Tags Include any of: YLOPO_AI_VOICE_COMPLETED ISA_TRANSFER_SUCCESSFUL ISA_TRANSFER_UNSUCCESSFUL NURTURE WRONG_NUMBER NOT_INTERESTED DO_NOT_CALL DECLINED_BY_REALTOR ISA_ATTEMPTED_TRANSFER_REALTOR_UNAVAILABLE AND  Tags Exclude any: YLOPO_LSA AND  Tags Include any of OR Source includes any of (depending on what lead types you are sending to AI Voice): Add appropriate tag(s)/source(s)
AI Voice Needs Follow Up	Tags include any: NURTURE ISA_TRANSFER_UNSUCCESSFUL ISA_ATTEMPTED_TRANSFER_REALTOR_UNAVAILABLE NON_ENGLISH_SPEAKER ISA_ATTEMPTED_TRANSFER AND  Tag include any: YLOPO_AI_VOICE RAIYA_VOICE Add filters: Stage includes Lead {+ AI Voice Stages allow list}
AI Voice Callback Scheduled	Tags include: CALLBACK_SCHEDULED AND Tag include any: YLOPO_AI_VOICE RAIYA_VOICE Add filters: Stage includes Lead {+ AI Voice Stages allow list} Last Communication more than 1 day ago

To get these Smart Lists, go to People, find Manage Lists:

Afterwards, click Best Practice Lists:

Look for these two smart lists and then copy them onto your account:

Make sure to check the actual filters to confirm that the right filters are set for your configuration.

To adjust your Smart List Columns, you can follow this video guide.

You may also visit our Support Center page on AI Voice

For questions or concerns, please reach out to your Client Success Manager or email: [e-mail]