Scripts

Keep the call scripts your staff and AI agents follow: write them, draft them with AI, draw them as diagrams and attach them to lines, campaigns and batch calls.

Where to find it

Campaigns › Scripts

Open this screen
The Scripts screen on a computer

Steps

  1. Open Campaigns › Scripts in the sidebar.
  2. Read each script card: its title, its campaign, its text, and the pill that says how many places use it.
  3. Press Built with AI to draft a script from your words, New script to write one, or New diagram to draw one.
  4. On a card, switch to Diagram to edit it as steps and branches, or press Edit or Delete.
  5. Further down, see Which wording is winning, Which parts of the script actually get said and Battlecards.

Settings on this screen

SettingWhat it doesDefault
Built with AIDrafts a script from your description and knowledge.—
New scriptWrite a script as text.—
New diagramDraw a script as a diagram.—
Text / DiagramShows a script as text, or opens it as a diagram.Text

Tips

  • The top line lists the placeholders a script can use, such as the contact's name and your company name; they are filled in for each call.
  • Saving a script updates every line, agent and campaign that uses it; calls already in progress keep the version they started with.
  • Each script shows its call type as a pill; filter the list by call type. A script built from an interview shows how many caller questions it covers.
  • Business interviews you paused are listed at the top: open one to carry on.

Good to know

  • Members can read scripts; managers and administrators create, edit and delete them.

Related how-tos

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