Follow this guide when creating your Audience and Campaign, and your Estimate Follow-Up agent will be set up for success.
Create an Audience
Audience Name: Estimate Follow-Ups – 3 Days Ago
Processing Type: Dynamic
Description: Customers with an open estimate that was given 3 days ago
Primary Filter: Estimate
Job Status: Open
Customer Type: Residential and/or Commercial
Amount Range Filter: As desired, consider setting a minimum above your dispatch fee. Not required.
Business Units: Select relevant units
Job Types: Select specific types if applicable
Customer Tags: Add tags 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: Estimate Follow-Ups – 3 Days Ago
Start Date: When you want the calls to start.
Campaign Notes:
Close unsold estimates by:
- Identifying what’s holding the customer back
- Getting them to accept the estimate using the provided link that was emailed to them.
- Estimates are good for 90 days from the date provided.
- Asking when they’d like the work done
CC Emails (Optional): Add if team members should receive updates
AI Agent: Estimate Agent
Audience: Estimate Follow-Ups – 3 Days Ago
Campaign Schedule: 2 attempts at 1:00 PM and 6:00 PM
Voicemail Example
Hi, this is Ashley with <Company Name>. I’m following up to see if you’d like to move forward with the estimate we provided. We can answer questions and get you scheduled. Call us at <Phone Number>.
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 Estimate Follow-Up Agent, you can do so here.
Script
Business Guidelines
Key factual information about your business the AI should know.
FAQ's
Include real questions customers frequently ask
Provide clear, concise answers that AI should read out verbatim
If it's more of a factual information, add it to the business guidelines