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Automate Customer Calls Using AI Voice Agents

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating customer support calls, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website. If you are a new user, sign up for a free account which allows you to utilize 100 free tasks every month.

Once you have logged in, you can explore various plans. The one-time payment options are recommended as they provide unlimited benefits. After setting up your account, you will be ready to create your automation workflow.

2. Setting Up Google Sheets Integration with Pabbly Connect

In this step, you will integrate Google Sheets with Pabbly Connect. Start by creating a new spreadsheet where you will enter your lead’s details. After that, navigate to the Extensions menu, then to Add-ons, and finally click on Get Add-ons.

Search for ‘Pabbly Connect Webhooks’ and install the application.
Refresh your spreadsheet to see the Pabbly Connect options.
Select ‘Initial Setup’ from the Pabbly Connect menu.

Paste the webhook URL provided by Pabbly Connect into the dialog box and specify the trigger column where the lead data will be entered. Click on the Submit button to complete the setup. Make sure to turn on the ‘Send on Event’ option to ensure instant data transfer.

3. Connecting Bola AI with Pabbly Connect

Next, you will set up the connection between Bola AI and Pabbly Connect. Begin by creating an AI agent in Bola AI. Name your agent and enter the necessary details about your business.

Log in to your Twilio account to connect it with Bola AI. After creating your agent, go back to Pabbly Connect and add a new action step. Choose the action to make a phone call with Bola AI. You will need to enter your API token from Bola AI to establish this connection.

Select the agent you created in Bola AI.
Map the lead’s phone number from the previous step to make the call.
Schedule the call by entering the time and date.

Ensure the lead’s name is included in the call script so that the AI can address them appropriately. After mapping all necessary details, save the setup to finalize the integration.

4. Testing the Integration with Pabbly Connect

Now that you have set up the integration between Google Sheets and Bola AI using Pabbly Connect, it’s time to test it. Enter a new lead’s details into your Google Sheet, including their name, email, and phone number.

Once you input the data, the webhook will trigger, and a call will be placed to the lead automatically. You can monitor the process in Pabbly Connect to ensure that everything is working as expected. This automation allows your business to handle customer inquiries efficiently without manual intervention.

5. Conclusion

Using Pabbly Connect, you can seamlessly integrate Google Sheets and Bola AI to automate customer support calls. This setup not only saves time but also enhances customer interaction by providing immediate responses. By following the steps outlined, you can create a powerful automation that works for your business.

With Pabbly Connect, you can ensure that your customer support is always available, allowing you to focus on growing your business while maintaining excellent service.