How it works
A workflow can place an AI call when something happens, like a new enquiry or a missed appointment. The agent follows your script, can book a time, and writes up what happened. It's in limited beta, so it needs checks before it's switched on.
Know the limits first
Calls can only go out between 8am and 8pm in the contact's time zone, and only to numbers in your own country. A number is called once a day, and 14 times in 14 days at most. You can place 10 calls a minute and 5,000 a day. Australian calling rules are stricter than that, so keep to the hours in the rules below.
tipIf you can't see it, ask revenu to switch it on for you.
Switch outbound on for the agent
Go to AI > Voice AI > Agent List and switch outbound calling on for the agent you'll use. It's off until you do. Not every agent can call out, so if you can't switch it on, ask revenu.
AI› Voice AI› Agent ListSet what it says first
Open the agent's Outbound Settings. Write the welcome message and the AI disclosure, and choose how it sounds: Concise, Standard or Conversational. Preview it. Turn on the verbal opt-out so people can say 'stop calling me'.
Welcome messageHi, this is the AI assistant for Northside Plumbing. I'm calling because you asked about our services. Is now a good time for a quick chat?About 139 characters, 1 text per person. Check the costDisclosureI'm an AI assistant. This call may be recorded for quality and training.Opt-out lineIf you'd rather not get calls from us, just say so and I'll take you off the list straight away.Shown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
Test with a web call and a phone call
Run a Web Call first to check the flow and wording. Then do a Phone Call to your own mobile to test transfers. Test calls are limited to 20 minutes a day.
Add the call to a workflow
Go to Automations > Workflows, set the trigger, then add action > Voice AI > Voice AI outbound call (BETA). Pick the agent and the number it calls from. Accept the outbound calling terms the first time. You do this once.
Automations› Workflows› Add action› Voice AI› Voice AI outbound callCheck consent and timing, then publish
Review the whole thing: the trigger, the greeting, the hours and the people it will call. revenu doesn't check consent for you, so build in your own filter, such as only people who ticked the phone box on your form. Then publish.
Same action, different trigger and different script. Pick the one that matches the job.
Call new enquiries back
Trigger on the form
Start the workflow when a form is submitted. Add a filter so it only runs when they've agreed to be called.
Give the agent its job
Paste a short brief into the agent's prompt, and adjust the details.
Agent promptYou are the AI assistant for [business name], a [type of business] in [suburb]. You are calling someone who just sent an enquiry about [service]. Say you are an AI assistant. Be warm and short. Find out what they need and when. Offer to book a time on the calendar. If they ask for a person, offer to have the team call back. If they ask you to stop calling, say you will and end the call politely. Never say you are a person.Type your own details over the [ ] parts. This text goes into an AI prompt or a page, where merge fields don't fill in.
New enquiries get a call from your AI assistant, which says it's an AI, follows the hours and rules, and leaves you a record of what was said.
Call and AI usage rates in AUD ›Next up
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