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.

  • Only pond members can access the leads on that pond.

  • Teams only
    
    
• INBOX
  • It’s the FUB Inbox call routing that determines which agents get the ring for AI Voice call transfer attempts.

  • Rings ALL agents added on the call routing.

  • Should at least have 2 agents on the Inbox call routing. Otherwise, the Inbox number will not show on the caller ID.
  • Agents are to save this number on phone and assign a ringtone to know its an AI Voice call transfer.
  • Teams only
    
    
• AI VOICE FORWARDING NUMBER

  • TEAM: FUB COMPANY NUMBER or 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

  • Perfect for tracking who a contact is to you right now and defines where each contact fits in your pipeline.
  • Newly added contacts will automatically start in the Lead stage.

• CALL DISPOSITIONS / TAGS
  • 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.
• AI SQUARED (AI²)
  • When you bundle AI Text and AI Voice, it becomes AI², the omnichannel 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 Generation Media (Examples: PPC Buyer, Facebook, Direct Connect)
    • AI Text 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, lead flow rules, 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.