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Create an AI Sales Agent That Calls Customers Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create your AI sales agent, start by accessing Pabbly Connect. If you are a new user, visit pabbl.com/connect and sign up for free to explore its features.

Once signed in, navigate to the workflow builder. This is where you will set up the integration between Google Sheets and Bolna AI using Pabbly Connect. Ensure you have your customer details ready in Google Sheets for the next steps.

2. Setting Up Google Sheets with Pabbly Connect

Now, let’s connect Google Sheets to Pabbly Connect. Start by clicking the “Add Trigger” button and select Google Sheets as the application. Choose the event as “New or Updated Spreadsheet Row” and connect it.

Copy the webhook URL provided by Pabbly Connect.
Open Google Sheets and go to Extensions > Add-ons > Get add-ons.
Search for and install the “Pabbly Connect Webhooks” extension.

After installing, refresh your spreadsheet to see the Pabbly Connect Webhooks option. Navigate to this option and select “Initial Setup” to paste the webhook URL and set the trigger column. Click submit to configure successfully.

3. Connecting Bolna AI with Pabbly Connect

Next, you will connect Bolna AI through Pabbly Connect. Add a new action step and select Bolna AI as the application. Choose the event “Make Phone Call” and connect it.

If you haven’t created a connection yet, you will need an API token from Bolna AI. Log into Bolna AI, go to the developer section, and create a new API key. Copy this key and paste it into your Pabbly Connect workflow to establish the connection.

Once connected, ensure you have already created an agent in Bolna AI. You can customize the agent’s details, including the welcome message and conversation flow. This agent will be responsible for making calls to your customers.

4. Scheduling Calls Using Pabbly Connect

To schedule calls, you need to set the call date and time in UTC format. Use the “DateTime Formatter by Pabbly” to modify the current date and add 15 minutes for scheduling. This ensures calls are made after receiving customer details.

Select the date format and timezone as UTC.
Choose the operation as “Add” and unit as “Minutes” to add 15 minutes.
Map the result to the call schedule field in Bolna AI.

This setup ensures that calls are dynamically scheduled based on the customer data received from Google Sheets, allowing for efficient communication.

5. Testing and Finalizing the Integration

After configuring everything, it’s time to test the integration. Click on the “Send Test” button in Google Sheets to send the first row of data to Pabbly Connect. You will see a confirmation that the data has been sent successfully.

To schedule calls for all customers, use the “Send All Data” option in Pabbly Connect Webhooks. This will trigger the workflow to process all entries in your Google Sheets.

Finally, ensure that the “Send on Event” option is enabled in Pabbly Connect Webhooks. This allows new customer entries to automatically trigger the call scheduling process, making your AI sales agent fully operational.

Conclusion

In this tutorial, we have detailed how to create an AI sales agent using Pabbly Connect with Google Sheets and Bolna AI. By following these steps, you can streamline your customer interactions and enhance your sales process.