Follow this guide when creating your Audience and Campaign, and your Happy Calls agent will be set up for success.
Create an Audience
Audience name: Happy Calls – Last Day
Processing type: Dynamic
Primary filter: Job
Job status: Completed
Customer type: Residential (recommended)
Amount Range filters: As desired
Business units: Select relevant units
Job types: Select if you want to limit to specific types
Customer tags: Add to refine the list
Exclusions: Use exclusions if you want to filter out specific BU, Job Types, or Customer Tags.
Create a Campaign
Campaign name: Happy Calls – Last Day
Start date: When you want the calls to start.
Campaign Notes: Calling customers served yesterday to check in on their experience
CC emails: Optional
AI agent: Happy Calls
Audience: Happy Calls – Last Day
Schedule: 2 attempts at 1:00 PM and 6:00 PM. Leave voicemail on last call
Voicemail template
Hi, this is Mark from <Company Name>. We’re following up on the service completed yesterday and would love your feedback. If you have any questions, call us at <Phone Number>. Have a great day.
Don't forget to fill in the voicemail variables with your company name and phone number!
Agent Config
The Agent Config is like the knowledge base for your AI Agent. Just as you would train and educate a new employee, this is where you provide the information your agent needs to do its job. Whether it’s a Sales Rep or a CSR, the Agent Config is what guides the AI to answer questions and handle conversations correctly.
Business Information
This section mirrors your CSR Agent configuration and should already be accurate. If you’d like to make adjustments specific to the Happy Calls Agent, you can do so here.
Remember to include the review link you’d like the agent to send when a customer agrees to leave feedback.
Call Script
Call Reason
"Just want to check in with you to see how the jobs went. We're a service company, so we always want to make sure we're doing our best."
Call Questions
Customize what questions you would like the agent to ask when talking to a customer.