AI Voice Bad Number Workflow (BETA)

The AI Voice Bad Number enhancement is a new integration designed to help you smoothly handle leads with incorrect or disconnected phone numbers. By automatically tagging and prompting updates, it integrates seamlessly with your existing “Bad Phone” action plans and automations, ensuring you maintain the best possible communication with your leads.

How It Works:

1. AI Voice Determines Call Outcome:
   • Wrong Number: The campaign pauses and a [Bad_Phone] tag is added to the lead’s FUB profile.
   • Disconnected Number: The campaign continues, but we tag the lead with the [Bad_Phone] tag to alert you that an updated number is needed.
2. FUB Widget Notification:
   • “Updated Phone Number Needed.” appended to the AI Voice status

3. Updating the Lead’s Phone Number:
   • Utilize a FUB Action Plan initiated off of the [Bad_Phone] tag to direct leads to your Home Search Site (HSS) via email campaigns.
   • Agents can also manually update your lead’s phone number in Stars by de-selecting the Bad Phone check box or updating the Phone field.
   • 
   • When the phone number is updated on your HSS or in Stars, the [Bad_Phone] tag is removed, a [New_Number] tag is added, and AI Voice resumes calls automatically.
4. Seamless Continuation:
   • Once the new number is provided, AI Voice picks up where it left off, ensuring no lost opportunities and continuous outreach to the lead.

Frequently Asked Questions (FAQ)

Q: What happens when AI Voice calls a wrong number?
A: The call campaign pauses, the lead’s profile is tagged as [Bad_Phone], and the FUB Widget will prompt you to get an updated number from the lead. Calls will recommence when the number is updated.

Q: What if the number is disconnected rather than wrong?
A: The campaign keeps calling the lead as scheduled, but the [Bad_Phone] tag appears, letting you know an update is still needed. the FUB Widget will also prompt you to get an updated number from the lead.

Q: How do I prompt the lead to update their phone number?
A: Add the “Bad_Phone” tag to your existing Bad Number email campaigns. These emails guide leads to your HSS site, where they will be automatically prompted to update their number.

Q: What happens after the lead updates their phone number on the HSS?
A: The [Bad_Phone] tag is replaced with [New_Number]. If the campaign was paused, AI Voice automatically uses the new number and resumes calling. No manual intervention needed.

Q: Will this new enhancement affect my current workflows?
A: It is worth reviewing your automations and action plans to evaluate any automations associated with the [Bad_Phone] tag and make sure you want these to apply to leads who are identified to have a Wrong Number or Disconnected Number by AI Voice. 

Q: What if the new number also turns out to be bad in the future?
A: The same workflow runs again. The lead will be retagged as “Bad_Phone,” and you’ll have another chance to update their contact information and keep outreach going.

Next Steps

• Check Your Action Plans: Make sure your “Bad Phone” action plan in FUB is up to date.
• Review Your Email Campaigns: Ensure your drip campaigns direct leads to your HSS for automated number updates.
• Utilize Your FUB Widget: Keep an eye on the widget statuses for quick status updates on lead outreach and phone number quality.