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I Built an AI Caller in 5 Minutes Using Bolna AI

Watch Step By Step Video Tutorial Below

1. Creating an AI Caller with Just and Let

To create an AI caller using Pabi Connect, start by accessing your workflow builder. This allows you to set up automated calls efficiently. You will need to connect several applications, including Just and Let, to facilitate the integration.

Begin by logging into your Pabi Connect account or signing up for a free trial. Once logged in, navigate to the workflow builder. This is where you will set up the necessary triggers and actions for your AI caller.

2. Connecting Google Sheets for Data Input

Integrating Google Sheets is crucial for managing your lead data effectively. Start by selecting Google Sheets as your trigger application in Pabi Connect. This integration allows you to automatically capture new or updated lead information.

Choose the trigger event as ‘New or Updated Spreadsheet Row’.
Input the necessary details into your Google Sheet.
Ensure the data format is correct for seamless integration.

After setting up the trigger, your Google Sheets will automatically send lead data to Just whenever new information is added. This process streamlines your workflow significantly.

3. Setting Up Bolna AI for Phone Calls

Next, you’ll integrate Bolna AI to manage the phone calling process. To do this, select Bolna AI as your action application in Pabi Connect. This will allow you to automate calls based on the data received from Google Sheets.

Choose the action event as ‘Make a Phone Call’. You will need to configure your Bolna AI account to connect with Twilio for making calls. Ensure that you have set up your Twilio account correctly to facilitate this integration.

Select the Twilio provider in the action settings.
Enter the recipient’s mobile number, customer name, and scheduled call time.
Ensure the scheduled time format is correct for accurate calling.

This setup allows for automated calls to be made to your leads based on the information stored in Google Sheets. By using Bolna AI, you can streamline your communication process significantly.

4. Configuring Call Timing for Better Efficiency

When setting up your calls, it’s essential to configure the timing correctly. This ensures that calls are made at the right moment without overwhelming your system. You can set a delay, for example, 15 minutes after a lead is added to your spreadsheet.

To do this, use a date and time function in Pabi Connect that adds 15 minutes to the current time. This will help in scheduling calls effectively without any glitches.

By managing call timings properly, you can reduce the chances of errors due to overlapping calls. This is crucial for maintaining a smooth workflow and ensuring that your leads are contacted promptly.

Conclusion

Integrating Just with Let using Make can transform your lead management process. By utilizing Pabi Connect, Google Sheets, and Bolna AI, you can automate your calling system efficiently. This setup not only saves time but also enhances communication with your leads.