How to AI Cold Call with Multiple Numbers | Step-by-Step Tutorial

if you aren't careful with creating AI phone calling systems specifically for outbound your campaigns might have a high tendency to fail and why is that because you're hit by things like caller reputation rate limits and there are tons of other limits that can literally cause big problems especially when you start scaling your agents in today's video I'm going over a simple concept that you can leverage to literally optimize your outp campaigns in a way that they are more scalable without running into all of those issues at the end of this video you will know exactly on how you can create voice assistants that can literally initiate calls from multiple numbers and if you don't know who I am my name is Janis moer I run my very own AI agency that helps businesses like yours to leverage voice AI so that you can stay ahead of your competition now to get the idea to you visually I created a graphic that explains basically the infrastructure and how we are going to get there I will go with you through everything step by step so that you can literally just follow me along on the screen and as always you will get access to all of the automations scenarios and whatever else I show inside of my videos directly inside of my resarch H which you will find Down Below in the description simply head over to hub.in rus.com create a free account and you will get access to all of those resources so that you can follow me along on the screen without doing much but with that out of the way let's dive right into it and as you can see on my screen there is now the beautiful graphic that I built out for you which has a couple of properties obviously number one is the user which is nothing else than the user we are going to call cold call whatever it is you do with your outon campaign then as a second step we have vapi which is the AI infrastructure provider we are using for actually initiating the phone calls or better the AI phone calls so this platform is literally managing everything anything that has that happens within the phone call itself if you don't know about vapy simply check it out it's awesome I have tons of resources on my channel including templates and other stuff that you can download and use directly inside of your business the next thing we are going to use is a logic platform in our case that is make.com and if you have not heard of make.com you definitely should check it out as well it's one of my favorite tools out there it is basically a SAS that allows you to do workflow automation which is nothing else than connecting different Services together so that they can communicate with each other and you usually do this in a programmatic way so that you don't need to do those things manually then we are going to use Google sheet as a storage and in our case we are going to use it as a storage of the references of the phone numbers that we actually want to use dynamically for the assistant but I'm going to dive into that in a moment and lastly we have the actual phone numbers that we would like to use inside of our assistant so now if we're putting all of this together you can see already that there are a couple of things that happen obviously in my case make.com is basically the platform that will initiate those phone calls because it is outborn phone calls right we need some kind of event that needs to happen so in in order for us to send out those phone calls this can be anything from your very own CRM your very own POS system whatever it is in my case I usually build this stuff out on Google Sheets and whenever you add a new lead inside of the Google sheet it will basically trigger an outbound call and can then collect more information you have seen that in my previous videos probably there are tons of templates about that where I basically create those outbound calling assistants and this one basically will make a request to vappy and tells vippy aha okay cool we need to have a call and this call will then then be transferred to the user like this is the very basic scenario of how that phone calling works right so we have make.com that initiates the phone call VY that actually handles the whole phone calling stuff sets it up and actually sends the phone call to the user and then basically has that whole Loop right within here so now if we are talking about Dynamic numbers there are a couple of more steps obviously numbers itself are added to VY with whatever provider you use that can be tro or bonage so if you use twio you simply import all of the numbers from twio or you purchase them directly inside of the B dashboard that is completely up to you it works in both cases or in let's say all three cases with one is as well and once you have done that we basically then make a reference inside the Google sheet where we basically just have the IDS of those phone numbers and what then happens is in case we initiate a phone call through make.com we are first requesting one specific phone number from our Google sheet which we then basically take to initiate the phone call to byy and then B chooses the phone number and basically starts the call with that phone number in the end with a normal phone call we have something like make. starts VY or make.com sends the phone call to VY vapy actually starts the phone call with a user now in the case of a dynamic assistant with actually Dynamic phone numbers it goes from make.com to the Google sheet fetching the the phone number reference going back to make.com and sending that stuff to VY VY then takes the new phone number and starts the call to the user so this is just a visual explanation of the whole scenario and we are now diving right into it I haven't build it out but I'm going to show you exactly what you need and you will also have access to that as a download right within my resource up after this video so number one is obviously you need to have a Google sheet which can be literally any kind of Google sheet you want to create if you already use some from my previous videos you can literally just Implement that as a new sheet down here and there are two main things that we need which obviously is the phone number ID which is the first field and the second field we are going to use is called status because I always like to have a status field which allows me to visually just deactivate a number or not so once you have done that you are basically already set with the whole Google sheet now we simply add in the dynamic information which means all you would do is you would head into your VY dashboard and inside the VY dashboard you would head over to phone numbers right here and you will see all of your imported phone numbers right within this list so the more phone numbers you have the more possibilities and the more scalable your whole agent will be right because the main problem is that if you call from a specific phone number too many times in a very short period of time you might have a higher chance of actually being rate limited or you're getting restricted in other ways so to overcome that we going to click now this button right here which copies basically the ID that is assigned to that phone number inside of papy we head back into our Google sheet and you now paste it in a new row within that phone number ID field as a status I'm going to set it to active which means the phone number will be active this is basically the way on how I track those things so now we basically if you have more phone numbers all you would do is you would literally just paste those phone numbers down here and you would then also set active or inactive or whatever you want for all of the other phone numbers right here so this is basically the way how you initiate the phone number references so so you list all of your phone numbers here and you set the status once you have done that it is time to actually go into your workflow or whatever you do where you created the dynamic or transient based assistant with in buy so again if you have used my previous tutorials with make.com it is probably the easiest way to get started I'm also going to explain you the setup with make.com as it is still fairly easy to manage and it's literally a couple of Integrations so it's it's not much so but in order to do that I head over to make.com I basically created a new scenario you can do this under scenarios and then you will have a button up here in the right to to create a new scenario and then it will look something like this so obviously I would usually if I would have an outbound agent I would have a full scenario or full workflow available here that basically initiates the dynamic or transion based assistant and I can make my phone calls Etc and if you already know about transion based assistants great if not check out my other video but if you do know you definitely know that inside of the transion based assistance for an outgoing call you will be able to define a phone number ID and this phone number ID is super important cuz otherwise your transion based assistant doesn't even work so now I'm basically just simulating a workflow that basically starts whenever my lead list is called or whenever new lead is added I'm just going to use do that by using the web hook endpoint course I can literally just call it from the browser and try it so I'm going to add a new one just going to call this one Dynamic phone number test or something I'm going to click okay and now once I have this URL we are basically ready with this one so I just click okay and now we are starting with the actual logic of getting that information from the phone number or basically validating the phone number right so this will be our trigger and this one runs all the time whenever we have for example a new lead coming in or whatever way it is that you actually set up your outbound lead triggers so I'm just going to run that once just to show you that it works so now it's basically running all I do is I head to a new page I I quickly call this URL you can see it says accepted if I had now back into here we will see that the response basically comes through and we basically received it inside of our scenario which means I now can already simulate a trigger in a certain way which obviously in your case would look different but now we come to the actual sauce which is the exact instruction on how we can get a random number assigned to an assistant so for doing that what we do is we add another module we're going to select Google Sheets we're going to search for search row this is the one you're going to select and now all you do is you basically add this this spreadsheet right here I actually haven't G given it a name so we're going to do that we call it papy Dynamic number YouTube test so you will have access to this Google sheet as well you can also download that inside of the resource up or copy it better now I head back into my integration so all you need to do now is you simply head inside the spreadsheet and you basically paste the name of the spreadsheet that we just created which in my case would be VY Dynamic assist Dynamic number YouTube test which is this one so I simply open that one and now you will see it basically loads and I can select the sheet name which is obviously sheet one which is defined right here so in case you're going to change that you also need to adjust the sheet name inside of the scenario very important otherwise you would get arrows now within the filter we obviously select the status B and we set it to active which means we only want to select the active numbers which is exactly what I would like cuz this basically allows me to deactivate numbers temporarily let's say I have a specific number here and I would like to deactivate it I can simply set it to something else or to be more precise to inactive and then this number would basically not be selected perfect so if we are going to run this scenario now we can already try this I'm just going to refresh this URL heading back in here waiting until it runs and we should then see the phone numbers that we just created inside of our Google sheet so it just took a moment and here we are it is now it now ran and now if we click on this little bubble up here you can see that we have access to all of those phone numbers right here so they're basically inside of bundles you can see the phone number ID and you can also see the status perfect this is exactly what we needed for that and now as the next step we want to basically combine all of those iterations together because so there are bundles which basically means that each of those bundles would have their very own execution path if you don't understand what that means just look at this it's like a like a connector we basically put all of them back together into one big object so that we can access them afterwards this is exactly what we do so you basically just add the array aggregator you click on the source module and inside the source module you click on the search Rose Part which is this one which you then also directly in your scenario and now within here we simply scroll down to the phone number ID this is the only one we're going to select I click okay now actually I didn't select it apparently let me see I think this one should be selected no also not perfect now once this is done we can actually already extract the information I'm going to do this by just running the scenario once more can just use the existing data cuz it Doesn't Really Matter perfect so if we are looking into that now you can see that we have an array with all of those phone numbers in one which is exactly what we would like to have so now we are near nearly there the last part is we basically you need to First find one of those random numbers right within this array right here then basically take that number and add it to a variable and there are a couple of steps we need to do that all happen inside of the same integration so we simply add another integration here we go to tools we click set variable and we can call this variable for example Dynamic phone number because this is going to be the variable that you after use to actually add this phone number ID to your Dynamic transion based assistant so within the variable value it's going to become a little more complex but I'm going to walk you through step by step and I actually explain you how I'm going to set them up piece by piece because there are a couple of functions internally within make that we need to use obviously since we have an array the first thing we want to do is we want to shuffle it which basically means we want to go through all of the arrays change the order of it so that it's completely mixed and we don't know which one was the first or the last one which again obviously sounds a bit weird but this is necessary just for having a dynamic output so we basically just add the shuffle function right under the array section right here and inside of it I simply going to add the array this is Step number one now we basically with this code we basically have a shuffled version of that array which is nothing else than this list but the list was basically just mixed up all of the elements are somewhere else but still on the same layer but somewhere else so now you basically just copy that part by my marking everything and cutting it so we completely cut it out so you have it in your clipboard now which is what you need now the next step is we would like to extract the first element from that newly shuffled array to do that we go back to the array section right here we click on First and you go in between those two brackets you basically paste that part and now we basically have access to the very first element of that array so since the array element is a collection which you can see directly by clicking up here in the array section down here you can see that it's a collection which means we first have to convert it to an array to do that we're simply cutting out this whole part we go back over here we click to on two array and we paste that whole part right within here this is the next step and there is one more step left after we have done that we basically now shuffled the array we took the first element of it we converted it to an array because it was a collection before now I cut this whole part again and what we do now is we click on map and inside of map you basically paste what you have in your clipboard in the first position position so before the semicolon and in the last position you simply add the word value and you click on okay and this I suppose should be everything we need to do I'm going to save this and I'm just going to run this whole scenario once by clicking on it I'm going to refresh this page which now should again trigger this whole workflow and if everything works out and the basically the variables we created now including all of the custom make.com functions that we just set up we should get a single phone number as a result that is saved to that variable for some reason my notebook decided to be super slow today so that's why it takes longer usually in your case as well I assume when you create the scenario this will be running through in literally like less than a second but obviously I think something is stuck with my make.com I probably built too many scenarios so here we are I'm just going to wait until this is through there we go it just ran through perfect and if we are now looking into the tools right here you can see inside the dynamic phone number we have that phone number available so and once you see this field like here on my screen all you then need to do is you basically take this variable in your next step which is probably creating the dynamic or transion based assistant within the HTTP module and you probably have something like the the make a request and in here you usually would Define a body which is usually a Json where you define this Dynamic assistant right and here you can literally then inside of the phone number ID use that phone number that we basically eded here which is the first step this one and this literally allows you to get the dynamic phone number directly into your assistant and then calls it from there so this whole setup allows you to basically already get the dynamic phone number so I'm just going to delete this module so this whole part this integration basically allow you to get this Dynamic phone number and you can then reuse that one inside of your transion based assistant wherever you created it so even if it's on your custom platform you can obviously just rebuild what I just showed you here in a custom way or you can even just use another API call that basically sends that information to make and for make you can then use the the web hooks module with a response to basically send that information back to your very own website or your very own back end wherever you use that information so I'm just going to do that here I basically just save that it basically sends it back as a string right now but it's just to demonstrating it to you so whenever you call that you will basically get that phone number back as well awesome so now we basically managed to actually create this whole structure with Dynamic phone numbers and you can literally Implement that wherever you want and to give you some more advice for what else you can do with it after that obviously if you create a lead list and you call a lead list you might also want to know which phone number it actually called from in case you want to debug something and it doesn't work so what you can do is obviously my my favorite suggestion is to just save this phone ID on the lead that you basically called in the moment you called if you do multiple calls you just save it for each of those calls in a separate column because that way you can keep track of which phone number actually got which result and if you then do some analysis on the phone calls itself you have a better understanding of what phone call had actually which kind of problems with which phone number Etc so while this is just proving the concept to you that it works you might still have problems implementing that if you're not fully familiar with make.com whatsoever you're obviously most welcome to always reach out to our agency we are usually doing these kind of things on a daily basis so we very well wored if it comes to creating those automations so you're obviously most welcome to reach out to us otherwise I have another video prepared that I'm going to show you very soon which is a 2.0 version of the assistant call calling framework that I showed a couple of weeks ago which basically allows you to create a phone calling agent with Dynamic variables Etc directly inside of vapy within less than 10 minutes and I'm going to give you a little sneak peek and I'm going to tell you that I also implemented that part directly into the new assistant it will be available there and you will basically then be able to have a fully structured setup where you can literally make cold calls with only a couple of tools that you can then use and leverage either for yourself for your own business or for your client so if you're interested in that assistant I definitely suggest you to subscribe to my channel cuz I'm going to release that one very very soon and you don't want to miss out because this is going to be really awesome that's all I got for you so far if you have any questions feel free to drop them down below in the comments I'm usually reading them every day and if there's anything else I can helpy with you're most welcome to share that as well either here in my community and for now that's all I got for you thanks for watching and see you next time

Channel: Jannis Moore | AI Automation

Views: 1,666

Keywords: cold calls, how to make cold calls, cold calling examples with real calls, cold calling with ai, how to call with ai, how to make cold calls for sales, how to write cold emails, how to write a cold email, prospecting with ai, b2b cold calls, how to get leads with ai, booking meetings cold calls, best voip for small business, ai tools for small businesses, making cold calls, innovate with ai, trent dressel cold calls, make money with ai, ai cold caller, ai call assistant

Id: 3y7GJ9Vozkk

Length: 16min 28sec (988 seconds)

Published: Mon May 27 2024