AI Voice Smart Lists

We recommend utilizing Smart List 3: AI Priority to determine which leads that have been worked by AI Voice (and AI Text) need your attention and follow up. This is likely already set up in your Follow Up Boss account, but if it isn't, you can create it using the guide below:

3️⃣ AI Priority → Leads actively engaging with AI Text and AI Voice (AI²), showing interest and readiness for agent contact.

Filters:

• Tags include: Y_AI_PRIORITY
• Last Communication: More than 1 day ago
• Stage includes: Lead

There are two additional Smart Lists you might find helpful for AI Voice if you'd like to view results independent of AI Text:

• AI Voice Needs Follow Up
• AI Voice Callback Scheduled

If you'd like to manually set up the smart lists on your end, you can use the below guide:

SMART LIST	FILTER RULES
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 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 Add filters: Stage includes Lead {+ AI Voice Stages allow list} Last Communication more than 1 day ago

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]