Refer to the table below for a list of common actions to be guided on which ones will or will not affect AI Voice performance.
You may also use this as a guide to see possible reasons a lead is not being called, why AI Voice calling has stopped or why you are not receiving AI Voice transfers.
FUB Widget Message | Action | NO EFFECT on AI Voice Calling | Will AFFECT AI Voice Calling** | WHY? |
Checking “Do Not Disturb” in Manage Inboxes | x | No team members will be called when a transfer is attempted. | ||
Editing Phone Number Label | x | |||
Adding/removing team members in the AI Voice pond | x | |||
Lead is ineligible for AI Voice because lead's agent assignee is... | Changing the team member designated as the Pond Lead | x | AI Voice will stop calling the leads in the AI Voice pond until the backend is updated with the new Pond Lead. | |
Lead is ineligible for AI Voice because lead's agent assignee is... | An agent claiming a lead from the AI Voice pond. | x | AI Voice may or may not stop calling the lead, depending on whether the agent who claimed the list is in the Allow List. In team accounts, typically only the pond owner is in the Allow List but the settings can be customized according to your needs. | |
Lead is ineligible for AI Voice because lead's agent assignee is... | Deleting the AI Voice pond | x | AI Voice will not call new leads if they are no longer being sent to the AI Voice pond | |
Lead is ineligible for AI Voice because lead's agent assignee is... | Replacing the AI Voice pond with another pond, agent or agent group in the lead flow rules | x | AI Voice will not call new leads if they are no longer being sent to the AI Voice pond | |
Lead is ineligible for AI Voice because lead's CRM stage is... | Changing the lead's stage from "Lead" (or any other AI Voice-enabled stages you selected) to another stage | x | AI Voice will no longer call the lead if its not in a AI Voice-enabled stage | |
Lead is ineligible for AI Voice because lead's source is.. | Lead source value is not AI Voice-enabled source | x | Your AI Voice-enabled Lead Sources are pre-configured upon setup and the lead is not from one of the sources. Please contact AI Voice Support (aivoice@ylopo.com) to make changes to your settings. | |
Forgoing the AI Voice action plan | x | |||
Modifying the optional AI Voice Smart Lists | x |
**If you really have to perform the action, please notify the AI Voice team so they can make the necessary changes on the backend.
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