Start built by AI from a call type

built by AI first asks what kind of call the script is for. Each of the 23 call types has its own structure and rules; the AI fills it with your agent's information and marks anything it does not know for you to fill in.

Where to find it

Campaigns › Scripts

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Screenshot of Start built by AI from a call type

Steps

  1. Open 📣 Campaigns > Scripts, open a script's Diagram (or New diagram) and press built by AI.
  2. Pick a call type. Types are grouped Outbound, Follow-up, Inbound and Operations; type in the search box to narrow them. Arrow keys move between types, Enter picks one.
  3. Start the interview (recommended), or choose Draft now without the interview.
  4. Check the draft in the diagram, then press Use this draft or Discard.
  5. Fill in or remove every step marked Fill in, then press Save. The call type is saved with the script.

Tips

  • Outbound: Outbound sales / cold call, Lead qualification, Event invitation, Recruitment screening.
  • Follow-up: Prospect follow-up, Warm lead callback, Survey / feedback, Renewal / retention, Win-back, Onboarding / welcome.
  • Inbound: Inbound reception / receptionist, Customer support, Technical support / troubleshooting, Q&A / FAQ, Appointment / reservation request, Billing question, Complaint handling, After-hours.
  • Operations: Appointment reminder / confirmation, Order status, Payment reminder, Human transfer / escalation, Delivery / logistics notice.
  • built by AI uses your agent's profile and prompt, your knowledge base, your products and your business hours. A fact it does not have is left out or marked Fill in; until you fill it in, calls skip that step.
  • Every outbound type opens with your business name, the caller as an AI assistant and the purpose, and has a refusal path that ends the call as Do not call (DNC).
  • Payment reminders, billing questions and bookings have extra rules: no invented amounts, no payment taken on the call, no payment links or card details, and a booking is only ever a request a person confirms.
  • No call type promises to send a text message, and a recruitment screening never asks about age, family, religion, nationality or health.
  • The call type shows as a pill on the script list, where you can filter by it. Outbound scripts also have a voicemail switch in Call settings, off by default.

Good to know

  • built by AI drafts up to 60 steps. The type's rules are checked whatever the AI wrote; a draft that breaks them is not shown.
  • Without an AI model, you get the call type's own template, with your business details filled in.

Related how-tos

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