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Overview

You can create campaigns in your AI Assistant portal and have your AI Assistant call your current or past clients with a given message. For example, you can call a list of past customers to alert them about a new service that you’re offering, or perhaps to let them know of a limited time offer that they can take advantage of. Your AI Assistant will call your list of phone numbers, deliver a pre-defined message, and answer any questions that the end-user may have.
This functionality is not meant for cold calling but rather to call users who have opted in to receive phone calls from your business.

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Pre-requisites

  1. Plus Tier Required: You must be in the Plus tier to use this service. You can find more about our tiers at https://www.heylibby.ai/pricing or contact us at sales@heylibby.ai to upgrade.
  2. Phone Setup: You must have Phone enabled and a phone number on the Assistant where you are setting up an outbound campaign. You can do this on heylibby.ai/settings/phone-text

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How to Use

  1. Log into your AI Assistant portal at heylibby.ai
  2. Navigate to ‘Campaign Manager’ in the left navigation bar.

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Campaign Configuration

  1. Create Campaign: Click ‘Create Campaign’ to create a new campaign OR select an existing campaign from your campaign list to edit an existing campaign
  2. Intro Message: Enter in an Intro Message that you would like your AI Assistant to say when the call recipient picks up the phone. You can use custom data within the message that will relate to the data you upload.
    • For example, you can upload a csv of Contacts with 4 columns: First name, phone number, account tier, promo code. Then in the Intro message you can have your AI Assistant use those details: “Hi [first-name], thanks for being a [account-tier] member. We’d like to offer you a promo code to thank you for your loyalty. You can use promo code [promo-code] online. Do you have any questions.” and in this example, those details would be dynamically inserted from the csv data.
    • First name and phone number are automatically available and you can click the plus button to add other custom data points.
  3. Voicemail Message: Enter in a voicemail message that your AI Assistant will use if the call recipient does not pick up the phone and it goes to voicemail. Functionality of populating custom data within the message is the same as the intro message.
  4. Advanced Settings: You can expand Advanced section to add more details
  5. Required Conversation Questions: If you want your AI Assistant to get answers to a series of questions (for example to qualify a customer), then you can list out the questions in the Required Conversation Questions. This field is required so if you do not want your AI Assistant to ask any questions you can just write “You don’t need to ask any questions. Just be helpful and always ask if they have any questions they need help with.”
  6. Custom Conversation Rules: You can define any custom rules that we will use to instruct your assistant to follow during the conversation. The standard rules work in most cases, but you may want to create your own for more advanced scenarios. You can leave this section blank to use the standard rules.
  7. Campaign Knowledge:
    • Use Assistant’s Knowledge Also: If this is switched on, your assistant will use details outlined in your assistant’s Knowledge section during the call. If this is switched off, then your AI Assistant will not use Knowledge that you have defined in Assistant Settings / Knowledge.
    • Add campaign specific info: You can add info that is specific to this campaign in this campaign Knowledge section, such as promo codes for this campaign or special event details etc.
  8. Start Date: Start date is the date of the first outbound call from this campaign. It will be automatically populated when you start calling contacts.

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Upload Contacts

  1. Navigate to your campaign and then to the Contacts tab to upload a list of contacts to execute your campaign on
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