Introduction
Quick Start Guide
Set up your first AI calling campaign and start generating qualified leads in minutes.
1. Configure Your AI Agent
First, create an AI agent with a unique personality and voice. You’ll also provide it with the knowledge it needs to have intelligent conversations with your customers.Create your AI agent persona
Create your AI agent persona
- Navigate to “AI Agents” in your CommVoice dashboard.
- Define your agent’s personality, voice, and conversation style.
- Give your agent a name and a role (e.g., “Sales Development Rep”).
Configure conversation scripts
Configure conversation scripts
- Set your opening script and key talking points.
- Configure responses to common objections.
- Define the qualification questions the agent should ask.
2. Set Up Your Campaign
Next, create a campaign and upload the list of contacts you want your AI agent to call.Upload your prospect list
Upload your prospect list
Upload a CSV file or sync with your CRM to import your contacts. Be sure to include phone numbers and any other relevant information that can help the AI personalize the conversation.
Define campaign objectives
Define campaign objectives
Choose the goal of your campaign (e.g., lead qualification, appointment setting) and set the criteria for a successful outcome.
3. Launch and Monitor
With your agent and campaign configured, you’re ready to launch. Start with a small test batch to ensure everything is working as expected, then scale up to your full contact list.Start your AI calling campaign
Start your AI calling campaign
- Review your campaign settings.
- Start with a small test batch of 10-20 calls.
- Monitor the initial results in the dashboard.
- Scale up to your full contact list.
4. Analyze and Optimize
Once your campaign is running, use the CommVoice dashboard to track its performance and identify opportunities for optimization. Review call recordings, analyze conversation transcripts, and A/B test different scripts to continuously improve your results.Frequently Asked Questions
How do we connect VoIP?
How do we connect VoIP?
We offer two options:Use our VoIP service:
We can provide a fully managed VoIP service, ready to use, without requiring setup on your side.Connect to your SIP trunk:
If you have your own VoIP infrastructure, we can integrate directly with your SIP trunk. Just share your SIP connection details, as SIP is the default protocol we use for handling outbound calls.In both cases, our team can coordinate with your IT to ensure smooth setup and testing.
We can provide a fully managed VoIP service, ready to use, without requiring setup on your side.Connect to your SIP trunk:
If you have your own VoIP infrastructure, we can integrate directly with your SIP trunk. Just share your SIP connection details, as SIP is the default protocol we use for handling outbound calls.
Important: You’ll need to whitelist the following IP addresses in your firewall:
44.229.228.186/3244.238.177.138/32172.31.9.106/32
What leads are best to work on?
What leads are best to work on?
Both live campaign leads and old leads work well. You know your audience better – use what you feel will perform.
How many leads should we test?
How many leads should we test?
Testing with 1,000 leads should give us a solid indication of performance.
How do we improve the AI bot? How can we monitor its performance?
How do we improve the AI bot? How can we monitor its performance?
We analyze early-stage data to find key improvement areas:
- Call answer rates (influenced by caller ID or call timing)
- Early hang-ups (often linked to the opening message)
- Our system can run split-tests, but your team’s business insights are crucial for optimization
- Regularly listening to calls helps confirm the bot is performing as expected