AI Voice: Important Terminology

Below you will find a list of terms that are commonly used alongside AI Voice.

AI Voice is a digital assistant that calls new Ylopo leads, with specific scripts designed for each use case. It is programmed to help uncover a valid real estate need, overcome objections, and redirect the call back into the intent without being too assertive. It also focuses on getting the transfer or scheduled callback, with real-time call strategy modifications, based on lead responses. AI Voice is currently only available on Follow Up Boss CRM.

• POND
  • Ponds are designed to help clients group non-nurtured leads into opportunities for their team to actively work.

  • Which agents are eligible for AI Voice leads.

  • Teams only
    
    
• INBOX
  • It’s the FUB Inbox config that determines which agents get the ring for transfers.

  • Team members who can receive AI Voice leads.

  • Rings ALL agents in this group.

    • Agents are to save this number on phone to know AI Voice call transfer.

  • Teams only
    
    
• ALLOW LIST
  • Setting within the Ylopo system. Team members who's leads will be worked after they claim out of pond.
  • Pond owner must be selected.
  • Agents that meet this criteria are eligible to receive AI Voice lead calls after call center work lead.
    
    
• ACTION PLANS

  • Auto outreach and follow ups to leads
    
    

• AI VOICE FORWARDING NUMBER

  • TEAM = INBOX NUMBER

  • SINGLE AGENTS = FUB COMPANY NUMBER
    • This is the number where AI Voice will attempt to transfer calls to.
      
• SMART LISTS

  • What leads to call and when
    
    

• STAGES

  • How you identify where someone is in their journey
    
    

• DISPOSITIONS
  • AI Voice reaches out to the lead immediately and after we’ve determined the call outcome, Ylopo will send a note to the lead record that shows the call disposition. The disposition is also appended to the lead as a TAG.
    
    
• HUMAN ASSISTED AI
  • We are currently routing calls between live humans and human-assisted AI (AI with human monitoring calls) to ensure human-assisted AI reaches satisfactory quality before we fully roll it out.
    
    
• AI SQUARED
  • AI Text and AI Voice will become AI Squared. Omni channel connecting AI Voice and AI Text Activities. 
    
    
• FORM SUBMISSION
  • To get signed up with AI Voice, you must first submit your sign up form.
    
    
• ELIGIBILITY
  • To use AI Voice at this time, your Ylopo license must have the following items:
    • FUB CRM
    • Active Lead Gen Media (Examples: PPC Buyer, Facebook, Direct Connect)
    • AI Text (Automated ISA) ON
      
      
• SETUP
  • Once we receive your sign up form, setup begins! We start to input settings within your FUB and on our end of Ylopo as we work to get your license ready to be live with AI Voice.
    • Setup contains adjustments to your FUB such as smart lists, action plans, ponds, and inboxes (if applicable).
    • Setup starts once form is received and finished at go live.
      
      
• GO LIVE
  • When AI Voice is officially ACTIVE on your Ylopo license.