Building an AI Sales Bot to Call Leads For Me LIVE
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**Setting Up an Automated Email and Calendar Link**
As we work on projects like yours, which include sending emails with calendar links after calls, I want to walk you through how to set this up using our platform. This will help streamline your development process and save time.
First, let's start by creating a new email automation in our platform. We'll add the "Send Email" action to this flow, which will send an email with the calendar link to the recipient.
**Filtering the Automation**
To ensure that only emails with the specific action are triggered, we need to filter out other actions. In this case, we want to filter on "Email - Caly Link". This is a critical step in ensuring that our automation runs smoothly and efficiently.
Once we've set up the filter, let's test it by submitting a contact form on your website or client's website. We'll use a real email address to verify that the email is sent successfully.
**Testing the Automation**
After submitting the form, we'll check if the email is sent with the correct calendar link. If everything works as expected, we should see the email come through in our inbox.
As we test this automation, I want to highlight the importance of using a filter to ensure that only relevant actions are triggered. This will help us save time and avoid unnecessary steps in our development process.
**Using Pro Plan or Waiting for Responses**
When it comes to setting up this automation, we need to consider whether you'll need to upgrade to a Pro Plan or wait for responses. While having multiple emails on your platform might work, it's not the most efficient way to set this up. If you're using two Pro Plans and waiting for responses, you may need to upgrade to a more comprehensive plan.
**Tips and Resources**
Throughout this process, I've tried to provide concise and direct instructions while communicating complex concepts clearly. If you found this tutorial helpful, be sure to like, subscribe, and leave a comment below.
For those interested in learning more about building AI solutions, I'll be releasing additional tutorials on inbound systems setup soon. Stay tuned for updates on new content, including my complete guide on creating an AI business in 2024.
Additionally, you can find all resources, including my complete guide, in the resource section at the bottom of this page. This tutorial is designed to help you understand how to create an AI business regardless of your background.
I hope this tutorial has been informative and helpful in setting up your automated email and calendar link. If you have any questions or need further clarification, please don't hesitate to reach out.
WEBVTTKind: captionsLanguage: enin that case I'll email you a link to book a call with Josh Liam's business partner and coo here at Morning Tide my AI agency was around $2,000 per week on reading and replying to responses on our website contact form and after seeing the explosion of these AI voice platforms recently I knew there had to be a bit away so in this video I'll be showing you exactly how I was able to set up an AI bot that automatically calls my leads hey Liam this is Emma from morning side Ai and tries to book and a discovery Rec them if they meet my criteria and at the end of the video I'll be showing you how to set this up in your business or in your client's business step by step using my plug and play template but how good are these systems really do they actually sound like a human do clients and customers get pissed off when they're called by them and most importantly are they able to effectively convert leads into paying customers that's exactly what we're going to be investigating in this video if you're new to the channel and don't know who I am my name is Liam otley I run my own AI development company morning site AI I also run the largest community of AI agency owners in the world I teach people how to make money selling AI Solutions to businesses just like the AI calling system you're about to see in this video if you want to make the most of this AI opportunity be sure to subscribe to the channel down below so that you don't miss any of my future content teaching you how to build businesses and make money with AI if you're new to the whole AI voice thing I'll give you a quick rundown now on the current state of the industry and the kind of options we have as AI agency owners or as business owners to adopt these kind of AI systems as they currently are they are definitely not in their current form right now but we are starting to see different platforms that are allowing people like us to come on and build a powerful AI voice Sy assistant either as inbound AI calling systems where people can ring a number and a AI will answer for example if you are a restaurant and you wanted to replace your front of house staff having to answer the phone you can now create an AI agent on some of these platforms like the one I'm going to show you today and you can put it as the as a person to answer phone call every time it rings and it's going to allow customers to interact with this AI agent learn more about the business these are a few things that you can help the customer with here's a knowledge base that you can answer questions from Etc super handy use case so that's inbound calling people calling into a phone line and an AI picks up and then we have outbound AI calling systems which open up a ton of cool use cases as well for example if you're a business and you want to do Co calling at scale you can set up an AI outbound caller to ring a bunch of businesses with Co calling you have to be careful because you're not allowed to call Consumers but you are allowed to call call businesses so if you have a list of business leads that you're able to contact and and pass through to your AI Al calling system that's one way of generating leads as a business you can have things like re-engagement campaigns we have a list of leads and you want to call all of them and let them know about a new offer that your business has that's one way you can use these systems you can send out customer surveys via phone and to say hey this is an automated line but we'd love to hear some feedback from you on your recent purchase and in this video we're going to be building a basic but handy outbound calling system to immediately follow up with leads and get calls booked in if they meet your criteria to show you this kind of system in action we can jump on the computer now and I'll show you on my website morning side AI how we have this thing set up so if I go to the Le talk button as I said we have a customer contact form here here before I set up the system we definitely didn't have the most efficient way of handling leads that came in uh VI this contact form uh my business partner would have to check daily he said it's been about 30 minutes reading and going through them and and kind of classifying them as good or bad leads um and then it's been another 30 minutes a day he said on actually replying to them and conversating with leads um maybe from a week or two ago just trying to conversate with them to get to a point where he's ready to hop on a call with them and then on top of that he also had to get on these calls and determine if they are good fit and my CTO fence would have to get on and when we calcul how much time we're spending on this each week and applied an AI rate to it we're wasting around $2,000 per week so what I've got set up here and what you're going to be able to set up for your business by using these AI outbound calling systems is going to save us a lot of time and money so a little demo here if I go subject so just filling this out in the chatbot and here's the phone I'm using a Skype number here because the system can currently only call the US numbers um I'm using a a Skype number so that I can call myself which will get on my phone here in a second if you want to set one of these up and test it yourself you can again use a Skype number 10 to20 need a chat bot now if I send this and give it a second getting a call hey Liam this is Emma from war side AI hello hey there how's it going you just filled out our contact form so I'm following up with you do you have a couple of minutes to answer some questions about your AI project and yes I'm an AI assistant if you couldn't tell yeah sure awesome thanks for taking the time can you tell me a b bit about your business like the industry you're in and the size of your company um I'm in the Dead collection industry and I have 10 people working for me got it debt collection industry with a team of 10 people thanks for sharing that now could you give me an outline of the AI solution you're interested in getting built for your business uh we just want a customer support chat bot for our website um we're currently wasting a lot of time and resources really on on meding customer support I see so you're looking for a customer support solution for your website to streamline your processes and save time that's a great idea right now we're only accepting projects that can be built and delivered on our own platform agenes we do this to greatly reduce the development hours required for these kinds of projects and we pass on the savings to you is this project a chat lot of some sort yep sure is great in that case I'll email you a link to book a call with Josh Liam's business partner and coo here at Morning Tide he'll have more questions about your project and we'll be able to determine the feasibility and rough costs to get you the result you're after just give me a moment to send that email is there a specific email address you'd like me to use yep it's perfect I'll send the email to you should receive it shortly with the link to book a call with Josh well I'm really excited to hear how your call goes with him he'll be able to provide more insights and guidance for your project if you have any other questions or need further assistance feel free to reach out have an awesome rest of your day cheers bik so breaking that down quickly we have a call all that comes immediately as soon as they fill out the form and then what it's going to do is ask a couple questions collect a bit of information but the key thing that you may have heard is the qualification step now qualifying leads and determining which ones go through to getting a discovery call is a key and and really valuable function that these kind of systems can provide and as you will see later on the script that I've written and how it does that allows us to then send an email with a discovery call link for them to be able to book in um but it's a great filter uh automatic way of filtering out the people who are able to be delivered in the current ways that we want to using own platform agentive um without my business part having to go through and dig through all these emails determine what kind of project it is so how exactly can you build this for your own business or for your clients while here on screen I've mapped it out because this is definitely one of the more complex templates and and systems that I've given away so I've wanted to map it out here so all in the same page before you go ahead so if at any point you get lost or views you can come back to this and understand exactly what we're trying to do at each step the way that we're going to set up the system is that on your website or for your client or however you want to set this up in this case we're going to be assuming that you have a button or something on the website you can click and that click and that button is going to take you to a form we're going to be creating a form on a platform called fill out forms it is kind of a free alternative that I found to to type form and type form can get quite expensive I wanted to find a free alternative for you and I've created a template for this form so you can just copy it over and then connect it up how I show you so when that form is submitted and we take an information like the name phone number the email Etc then let's go to use that phone number to do our first automation that's done on make.com that make.com automation that I've already created and you're going to be able to get the template to download and upload to make that's going to then use the air AI API air AI is the AI phone calling service and platform that we're going to be using air AI has an API that we can call from within make so this automation is going to trigger a call and we're going to of course create some kind of agent on AI and give it instructions in terms of what's it's going to say and then on that call it's going to attempt to qualify them as you saw on the call before it's going to say is your project a chatbot type build and of course you can modify this later on to whatever use case you need but in this case we'll be doing but using the script that I'm going to provide from the existing warning so I want to and it's going to attempt to qualify them and if it comes out as being qualified as in yes the project as a chatbot based project that we can deliver on agena then it's going to trigger the second automation that again template will be provided on make.com and that is going to send a cly link using just a regular Gmail account going to send an email to the person and the email that they provided here on this fall going to send them an email containing a cal link and the leader is going to be able to bug a call whenever suits them and here you can see if they're not qualified it's just going to end the call let them know that we'll follow up with them when we're accepting those kinds of clients so how it's all going to piece together now let's get stuck into creating it first things first we need to create the form that's going to trigger this entire automation it going to be attach to your website or wherever you want this is a template that I've already created for you on a free alternative to type form as mentioned this and everything else that is going to be part of this template and the sort of downloadable resources for this going to be available on my free school Community go down to the first link in the description there'll be a link to sign up to my school on the school there'll be a little tab once you've joined if might take a few minutes to let you in there is a tab that says YouTube resources then under the YouTube resources tab will be a reference to this video and on that post there will be all of the resources I've mentioned so to get started I go down there and join the school and you'll be able to find this link here which will take you to this page and then you can click on use template that's going to ask you to create a fill out account as I mentioned it is free I think you can get up to like 1,000 submissions for free or something so it's going to last for quite a while then you want to click use template and then you'll have this here so this as I mentioned this is going to be for a morning side AI example so I've made this seem kind of techy we've got a cover page name email phone budget description and then ending so all pretty straightforward looks pretty clean a lot cleaner than a Google form or something um and we can actually go to preview this you can see you can fill it out as you'd expect basically so once you've got this template ready to go then we can exit the preview and if you click on the Integrations tab up here you'll see one for make here now first you need to make an account on make make.com or there will be a link down below to sign up make is by far my favorite automations platform it is cheaper than zapia and I know there's something is pretty important for a lot of you guys is keeping the cost down when you're starting some of these AI businesses so make is definitely my go-to and I like the graph editor I think there's a lot more depth to it compared to Zio personally so once you've created an account on make then you can come back to fill out and you can click on make here and it's going to take you to this app invite page and what you need to do is click here to install fill out forms to your make account it's a custom application that you need to integrate into your make account by click on the team install finish the wizard and then we need to load in our first automation template that again is available on my school go down to the description join the school you can get it off there to load this in and import the template you can click on scenarios on the left create a new scenario and you can click on on the more down the bottom import the blueprint choose file initiate call so this is the automation that's going to be initiating the call based on the form submission here we have two nodes super basic easy to get your head around as a beginner we have the fill out forms and we have the HTTP request fill out form we need to sync up to the correct form I'm going to add a new web hook going to call it tutorial I'm going to select the form as contact us one the one that I just created up here click okay and now over here on HTTP I can scroll down these things should already be filled out for you but in they're not if we delete each of these I can take you through how we've set them up so this is how we are going to be initiating the call on air AI so up here you can see Airi has an API we're going to be making a call to them we're going to be authenticating our request and then we're going to be sending some information off with instructions basically on who to call and and how to call them so this prompt ID basically refers to the agent on AI that we're going to be using we'll be changing that in a second so don't worry too much about that on the phone what we need to do is insert the phone number here we need to insert the first name into the name column and then we can insert the email as well as extra metadata that we're going to pass through AI so with those set up we can click the X here we need to replace with an API key shortly we can save that there so now that we have the form created ready to take in the information from the user we have a trigger setup so when that form is filled out it's going to be triggering a new call we now need to create our agent and set up our air AI account so we can head over to air. a links will be down in the description as well you can create an account here I already have an account when you do create an account I believe they ask for your card details so you will need to put it on file but from if you just look quickly here at the reports you can see that the costs really low I think it might be 50 cents per call or something like that so if you're doing up 50 to 100 of these a month it's it's not really going to add up too bad so when you compare that to the amount of time and effort saved by creating these systems I think it's well worth it so that's a sort of price issue first thing we need to do on AI is to set up a twilio account so Airi uses twio and a phone number you can get and buy on twilio to do all the calling for you so they don't actually have that built in we need to go to the Integrations tab here if we go to the twilio settings then need to go to twilio do if you have an account then you can sign in if you don't already then create an account it is free sign into my account here once you're inside your Twitter your account you will need to add some kind of billing so that you're able to purchase a phone number once you put your card on file then come to this homepage here and we can click on phone numbers manage and then buy a number here you will see a whole bunch of phone numbers that you're able to purchase for your account if you're looking for a specific area code say your business is based in a certain city or state you can pick the area code that you want to use in this case I can search one up and purchase a number based off that personally I'm not two words I've just bought any number you can pick one here and go buy there may be some stuff that it gets you to fill out here in terms of regulations it sort of changes all the time if it's not letting you buy then there's probably some kind of form or information you need to fill out to to complete the registration of your account just do all that and then you can buy a phone number here once that's been purchased you should be able to go to active numbers and you will see it in here and once you see number in here all you need to do to get your details for AI which is a twio account Sid and twio or token is to come to the top left up here click on this link to view your dashboard and then if if you scroll down you'll see your account Sid we can copy this paste it in here and copy your all token and paste it in here also and click save now I've connected our twio account up and purchased a number so we're ready to start creating our own agent go back to create click on the create tab on AI and click new agent call this Ms follow up and go to go standard create from scratch as I said I've already written the script for this in terms of what I want it to do within this tutorial so if you're following along and want to make the exact same thing and maybe make some modifications the script itself will be available on the resource h on my free school community so you can go down and get that as well so what I'm going to do here is just delete everything I'm going to paste in the script to make sure that I have a lift line here to allow the prospect to respond then what I like to do is modify this a little bit to say hi Prospect name it's Emma from morning side AI just going through the script quickly you can see how I've structured this thing it's going to ask if they have some time 2 minutes to answer some questions about the AI project they're interested in building can you tell me a bit about your business industry and size Etc wait for the response will you give me an outline of the solution then we're going to ask them directly is this a chat bot of some kind cuz if so it is able to be delivered on a gen our own platform and because this saves us a ton of effort on the development side and we pass it on to the business that's the focus of what we're delivering as an agency right now and then here's really the magic of the whole script it's this conditional check if they say yes then say you'll send an email with a link to booking a call if no then say they'll be in touch when we're accepting clients outside of agenta based projects and this here if the agent says it is what's going to trigger the email that we send with the Cy link so you'll see that that'll make sense in a second but for now that's the script you can take read or modify it as you need I like to change the accent over here to the female Australian I think it sounds a lot more realistic than some of the ones on here and then we're going to click save here and then if you want to you can test it here you just need to create some kind of number if you're not based in the US you can do what I do and create a Skype account and then you can purchase a us-based number and then you're able to send and receive calls from within Skype so this is one of my Skype numbers that I have if I click call now it's going to call me and say hi David blah and start the conversation that way I don't want to test it this way I want to try and test it without our trigger from the forms submission final step we need to do in order to get that trigger and call system working is to come up to the top left here and this number in the middle chat. a. a/ agent SL this number you need to double click on this and copy it head back to make and back and make we can click on the HTTP request we can scroll down and replace this prompt ID with the agent ID that we just copied once we click okay on that now when we initiate the call with this HTTP request we are letting Airi know which agent we want to be using for that particular call now the final step is to get our own API key here very easily done we can click on the top right up here Integrations again client API I can create one code tutorial create a new one copy this head back to make then I'm going to double click on this paste it in make sure there's a space between beer Bas and then your API key and then everything's looking good to go we can click okay I'm going to hit run once on this it's going to be waiting and now we can give another spin on our contact for if I go to this is contact us one yep and go publish I'm going to shoot it out to another page start and go through this Liam now I can put in my Skype number that I wanted to call and this is a nice little of drop down we go next say it's a $5,000 project chatbot please now when we submit that if I get my handy dandy phone out here and give it a second hey Liam it's Emma from morning side AI hi there hey how's it going you just filled out our contact form so I wanted to follow up with you do you have a couple of minutes to answer some questions about your AI Pro okay thank you Emma yep so that's obviously working we filled out the form it triggered the call and now we just need the final and tricky step of creating some kind of action that's to be triggered off the back of this call if they pass the qualification criteria then we can send them the cly link and they can book it automatically so this is really the Magic's dip and yes you guessed it I've made another template that we can use for this so heading back over to make what I want to do is on this one is to switch the scheduling on so immediately as the data arrives that means every time there's a form submission this is going to be triggered I want to save this and back out again and I want to create a new scenario I'm going to import the second template that will be on my resource Hub import Boo and here we have another very basic a what we want to do here is click on web hooks I want to add a new one I'm going to call this tutorial AI calling create a new web hook then I'm going to copy this address and head back over to air AI then if I go back to my top right corner Integrations and this zapia whook URL zappia is the recommended automation platform that AI likes to work with but because it's not very easy for me to make templates for you and pass them over I choose to use make in this case we can actually just put our make whip or ql in here figured out how we can get this to work using make as well save us some money easier to pass around templates and using a platform that I personally prefer a little more than zapier so if you save that so what this is essentially doing is that when we go back to our agent here we can come up and click add an action we can click custom and we can call the action email calendly link and then we can tell the system what kind of phrase should be triggering this so it's kind of picking it up throughout the conversation here you can see every already you've done this before I'll email you a link to book and a call is the phrase that we want to trigger this custom action that we're creating I've used these exact words as what the AI should say we successfully qualified them and we're ready to get them to book into a court so this phrase is key and this is also important as well I'm going to copy this and then we're going to save this action and that's the only one that's enabled on this account and then we can actually set up some stats tracking here which is Handy for the back inside of things as well and we can go to custom here email calendly link so this is the outcome of the call and it's basically a label that will allow us to see what the outcome of the call is at a glance through a big list of calls and we don't have to dig into these calls it'll tell us basically okay this one they hung up on us we need to follow up or in this case with email account be link so what needs to happen client must have a chat bot style now the way that they're actually detecting this as you can see here is automatic tracking so they're just using a an AI system a large language model to analyze the transcript and determine if this has been met so the information you put here is really important to make sure that this tracking is as accurate as it can be uh based on text like this so we save that as well so the primary is emailed caly link and then the other ones is do not call list and followup now comes the trickiest part of all is we need to line these all up in a row and kind of sequence them correctly so so that this WEP fires we get the right data in it we can then pass on to this Gmail step in order for this to work we need to be hovering over this redetermined data structure button on the correct WEP and then we need to refill out the form initiate a call answer the call go through the call and then AI is going to trigger that zappier WEP that we put into our settings and then makeer is going to learn the data structure to expect and the key field that we need to get is the email from the original form submission so if you're ready to do this this is a bit of a juggling act okay so step one for this is just to refresh our form I'm going to click Start fill F this out okay so now I've filled out the form I'm about to receive a call on Skype okay here it comes then I need to go to the call and be qualified and then I need to rederm the data structure mway through so it's a little bit of a juggling act hey William it's Emma from Morningside AI you just filled out our contact form so I'm following up with you do you have a couple of minutes to answer some questions to see if we can help you with your AI project yes I'm an AI assistant if you couldn't tell awesome thanks for taking the time William will you tell me a bit about your business what industry are you in and how big is your company I'm in the fitness industry and I have five employees that's great William so you're in the fitness industry and you have a company with five employees right now could you give me an outline of the AI solution you're interested in getting built for your business I want to build a chatbot for my warehouse manager got it William so you're looking to build a chatbot specifically for your warehouse manager that sounds like a great idea right now we're only accepting projects that can be built and delivered on our own platform called agencies this helps us reduce development hours and pass on the savings to you is this project a chat bot for your warehouse manager yep sure is that's fantastic William a chat bot for your warehouse manager can definitely streamline operations and improve efficiency I'll email you a link to book a call with Josh our coo here at mornings side he'll have more questions about your project okay great thanks by okay so as you saw it says successfully determined as was waiting waiting waiting and it was actually a little bit before she even said it but on their side they're obviously firing that WEP so when it says it's determine the data structure we can click over here to Gmail and we can see if I delete these ones on the left here you can see that now we have all this information from the whip hook and in order for it to have these fields that we can then insert into the Gmail we need to have done that step first and the most important one is this one down here extra Fields email now if you go back to our other automation you remember that we were passing in the email as metadata as extra data you can see here metadata email we having to send this as metadata when we make the call and then we needing to pluck that back out on the end on the other side so that we can send the email to the right person so this is definitely the trickiest part of the whole thing but as you can see we've successfully got the email here we can enter that in and then we have their first name so I've already filled this out I Pi first name thanks for chatting with our AI assistant emo but here's the C link and okay and the final thing that I need to point out here is that this web hook you'll notice back in AI we've only set up one web hook so you're thinking what if I have multiple different tools or actions that I want to set up the way they have the set up is that it only going to call one and then on the make side or the zapia side you need to handle the different actions yourself so here we have a filter and within this filter we are checking the action property that has been sent by AI right now it might look a little bit silly cuz we only have one option but if we had two of these and we had say action one which will send a cly link and then another action was send a PDF or send a free resource you would then need to have multiple of these through a router and then you'd have a another filter as well so you remember I told you to copy the name of this email caly link and that's what we're going to be putting into uh this filter here so whatever it comes to AI there could be all sorts of different actions but we want to be filtering out email caly link and that's why we've said if the action name equals email caly link then we're going to be emailing the caly link to the correct person so over time if you end up getting lots of different actions you of course can add multiple through here and use a router as well so a little bit more complex don't want to get into that now but we are good to go and test this final step of making sure that we are getting these emails sent to us with the calendar link after the call we can save make sure that the scheduling is on here so that it will run whenever it's triggered and we can go back head back to my little YouTube folder here we can see that both of these are on I'm not sure if you need to have Pro Plan or not I think you might be able to get away with having two that are on and a waiting responses all the time otherwise you may need to upgrade to like a $10 plan um but aside from that we have both of these on we're now ready to test it through and through give another submission on the contact form and this time will use a real email so that I can check if I'm going to receive the email from this second automation here so I can go start that's fantastic Liam since your project is a chatbot it can definitely be built on our platform agentes this will help streamline the development process and pave you time and call I'll send you an email with a link to book a call with Y thank you bu so that's triggered successfully as you can see the action here is email Cy link and that is being filtered through here so if we had triggered a different action in a different flow on AI and we wanted to to filter it to a different place we would set up another filter here and a router filter for a different one because we only got one the filter that we're looking for is email Cy link and yes it's come through email caly link is the exact same as the action that we're looking for in here which is shown by tick and successfully send our email as well so if I go two content now if I go on to my phone here and I go to Gmail and I look on here refresh yes yes okay we've we've successfully gotten the email through formatting isn't great I'll put it up on the side here something I can work on here within make I'm not sure what formatting options they have we successfully got the email through they've sent it through to us we can change the from here and I can put in from Morningside AI or from Leo or something but we' finally got this thing working I hope you guys have been able to follow along and get something similar to the setup where they can fill out a form on your website or your client's website and it's going to trigger it I think the bones of what we've built here going back to our little handy Danny figma here the bones of what we built here in terms of how you can trigger the calls via an API is really what you guys will be able to take away and modify in different ways this has taken me and my my team a couple days to figure out an easy way for you to do this so please I've tried to film this three times a day because every time I wasn't happy with how succinct and direct I was and in communicating this to you all so please please if you've enjoyed the video head down and leave a like subscribe to this channel if you want to keep in the loop on how you can continue to learn how to build AI Solutions like this that you can solve to businesses or you can build for your own to give yourself a Competitive Edge in the marketplace this is really the the future of where the AI Solutions are going at the moment as I said inbound voice systems outbound voice systems are going to be exploding they are exploding right now so I hope this was a good way to introduce you to them get familiar with how they work and very soon I'm going to have a ton more videos like inbound system setup so if you don't want to miss that you can subscribe to the Channel Down Below keep in the loop on these things more AI business content teaching you how to make money and make the most of this AI opportunity but aside from that guys thank you so much watching all resources are going to be available on the resource H down below if you want to watch my complete guide on how to create an AI business in 2024 regardless of your background you can watch my complete guide up here that's over an hour and a half long but aside from that guys that's all for the video thank you so much for watching and I'll see you in the next onein that case I'll email you a link to book a call with Josh Liam's business partner and coo here at Morning Tide my AI agency was around $2,000 per week on reading and replying to responses on our website contact form and after seeing the explosion of these AI voice platforms recently I knew there had to be a bit away so in this video I'll be showing you exactly how I was able to set up an AI bot that automatically calls my leads hey Liam this is Emma from morning side Ai and tries to book and a discovery Rec them if they meet my criteria and at the end of the video I'll be showing you how to set this up in your business or in your client's business step by step using my plug and play template but how good are these systems really do they actually sound like a human do clients and customers get pissed off when they're called by them and most importantly are they able to effectively convert leads into paying customers that's exactly what we're going to be investigating in this video if you're new to the channel and don't know who I am my name is Liam otley I run my own AI development company morning site AI I also run the largest community of AI agency owners in the world I teach people how to make money selling AI Solutions to businesses just like the AI calling system you're about to see in this video if you want to make the most of this AI opportunity be sure to subscribe to the channel down below so that you don't miss any of my future content teaching you how to build businesses and make money with AI if you're new to the whole AI voice thing I'll give you a quick rundown now on the current state of the industry and the kind of options we have as AI agency owners or as business owners to adopt these kind of AI systems as they currently are they are definitely not in their current form right now but we are starting to see different platforms that are allowing people like us to come on and build a powerful AI voice Sy assistant either as inbound AI calling systems where people can ring a number and a AI will answer for example if you are a restaurant and you wanted to replace your front of house staff having to answer the phone you can now create an AI agent on some of these platforms like the one I'm going to show you today and you can put it as the as a person to answer phone call every time it rings and it's going to allow customers to interact with this AI agent learn more about the business these are a few things that you can help the customer with here's a knowledge base that you can answer questions from Etc super handy use case so that's inbound calling people calling into a phone line and an AI picks up and then we have outbound AI calling systems which open up a ton of cool use cases as well for example if you're a business and you want to do Co calling at scale you can set up an AI outbound caller to ring a bunch of businesses with Co calling you have to be careful because you're not allowed to call Consumers but you are allowed to call call businesses so if you have a list of business leads that you're able to contact and and pass through to your AI Al calling system that's one way of generating leads as a business you can have things like re-engagement campaigns we have a list of leads and you want to call all of them and let them know about a new offer that your business has that's one way you can use these systems you can send out customer surveys via phone and to say hey this is an automated line but we'd love to hear some feedback from you on your recent purchase and in this video we're going to be building a basic but handy outbound calling system to immediately follow up with leads and get calls booked in if they meet your criteria to show you this kind of system in action we can jump on the computer now and I'll show you on my website morning side AI how we have this thing set up so if I go to the Le talk button as I said we have a customer contact form here here before I set up the system we definitely didn't have the most efficient way of handling leads that came in uh VI this contact form uh my business partner would have to check daily he said it's been about 30 minutes reading and going through them and and kind of classifying them as good or bad leads um and then it's been another 30 minutes a day he said on actually replying to them and conversating with leads um maybe from a week or two ago just trying to conversate with them to get to a point where he's ready to hop on a call with them and then on top of that he also had to get on these calls and determine if they are good fit and my CTO fence would have to get on and when we calcul how much time we're spending on this each week and applied an AI rate to it we're wasting around $2,000 per week so what I've got set up here and what you're going to be able to set up for your business by using these AI outbound calling systems is going to save us a lot of time and money so a little demo here if I go subject so just filling this out in the chatbot and here's the phone I'm using a Skype number here because the system can currently only call the US numbers um I'm using a a Skype number so that I can call myself which will get on my phone here in a second if you want to set one of these up and test it yourself you can again use a Skype number 10 to20 need a chat bot now if I send this and give it a second getting a call hey Liam this is Emma from war side AI hello hey there how's it going you just filled out our contact form so I'm following up with you do you have a couple of minutes to answer some questions about your AI project and yes I'm an AI assistant if you couldn't tell yeah sure awesome thanks for taking the time can you tell me a b bit about your business like the industry you're in and the size of your company um I'm in the Dead collection industry and I have 10 people working for me got it debt collection industry with a team of 10 people thanks for sharing that now could you give me an outline of the AI solution you're interested in getting built for your business uh we just want a customer support chat bot for our website um we're currently wasting a lot of time and resources really on on meding customer support I see so you're looking for a customer support solution for your website to streamline your processes and save time that's a great idea right now we're only accepting projects that can be built and delivered on our own platform agenes we do this to greatly reduce the development hours required for these kinds of projects and we pass on the savings to you is this project a chat lot of some sort yep sure is great in that case I'll email you a link to book a call with Josh Liam's business partner and coo here at Morning Tide he'll have more questions about your project and we'll be able to determine the feasibility and rough costs to get you the result you're after just give me a moment to send that email is there a specific email address you'd like me to use yep it's perfect I'll send the email to you should receive it shortly with the link to book a call with Josh well I'm really excited to hear how your call goes with him he'll be able to provide more insights and guidance for your project if you have any other questions or need further assistance feel free to reach out have an awesome rest of your day cheers bik so breaking that down quickly we have a call all that comes immediately as soon as they fill out the form and then what it's going to do is ask a couple questions collect a bit of information but the key thing that you may have heard is the qualification step now qualifying leads and determining which ones go through to getting a discovery call is a key and and really valuable function that these kind of systems can provide and as you will see later on the script that I've written and how it does that allows us to then send an email with a discovery call link for them to be able to book in um but it's a great filter uh automatic way of filtering out the people who are able to be delivered in the current ways that we want to using own platform agentive um without my business part having to go through and dig through all these emails determine what kind of project it is so how exactly can you build this for your own business or for your clients while here on screen I've mapped it out because this is definitely one of the more complex templates and and systems that I've given away so I've wanted to map it out here so all in the same page before you go ahead so if at any point you get lost or views you can come back to this and understand exactly what we're trying to do at each step the way that we're going to set up the system is that on your website or for your client or however you want to set this up in this case we're going to be assuming that you have a button or something on the website you can click and that click and that button is going to take you to a form we're going to be creating a form on a platform called fill out forms it is kind of a free alternative that I found to to type form and type form can get quite expensive I wanted to find a free alternative for you and I've created a template for this form so you can just copy it over and then connect it up how I show you so when that form is submitted and we take an information like the name phone number the email Etc then let's go to use that phone number to do our first automation that's done on make.com that make.com automation that I've already created and you're going to be able to get the template to download and upload to make that's going to then use the air AI API air AI is the AI phone calling service and platform that we're going to be using air AI has an API that we can call from within make so this automation is going to trigger a call and we're going to of course create some kind of agent on AI and give it instructions in terms of what's it's going to say and then on that call it's going to attempt to qualify them as you saw on the call before it's going to say is your project a chatbot type build and of course you can modify this later on to whatever use case you need but in this case we'll be doing but using the script that I'm going to provide from the existing warning so I want to and it's going to attempt to qualify them and if it comes out as being qualified as in yes the project as a chatbot based project that we can deliver on agena then it's going to trigger the second automation that again template will be provided on make.com and that is going to send a cly link using just a regular Gmail account going to send an email to the person and the email that they provided here on this fall going to send them an email containing a cal link and the leader is going to be able to bug a call whenever suits them and here you can see if they're not qualified it's just going to end the call let them know that we'll follow up with them when we're accepting those kinds of clients so how it's all going to piece together now let's get stuck into creating it first things first we need to create the form that's going to trigger this entire automation it going to be attach to your website or wherever you want this is a template that I've already created for you on a free alternative to type form as mentioned this and everything else that is going to be part of this template and the sort of downloadable resources for this going to be available on my free school Community go down to the first link in the description there'll be a link to sign up to my school on the school there'll be a little tab once you've joined if might take a few minutes to let you in there is a tab that says YouTube resources then under the YouTube resources tab will be a reference to this video and on that post there will be all of the resources I've mentioned so to get started I go down there and join the school and you'll be able to find this link here which will take you to this page and then you can click on use template that's going to ask you to create a fill out account as I mentioned it is free I think you can get up to like 1,000 submissions for free or something so it's going to last for quite a while then you want to click use template and then you'll have this here so this as I mentioned this is going to be for a morning side AI example so I've made this seem kind of techy we've got a cover page name email phone budget description and then ending so all pretty straightforward looks pretty clean a lot cleaner than a Google form or something um and we can actually go to preview this you can see you can fill it out as you'd expect basically so once you've got this template ready to go then we can exit the preview and if you click on the Integrations tab up here you'll see one for make here now first you need to make an account on make make.com or there will be a link down below to sign up make is by far my favorite automations platform it is cheaper than zapia and I know there's something is pretty important for a lot of you guys is keeping the cost down when you're starting some of these AI businesses so make is definitely my go-to and I like the graph editor I think there's a lot more depth to it compared to Zio personally so once you've created an account on make then you can come back to fill out and you can click on make here and it's going to take you to this app invite page and what you need to do is click here to install fill out forms to your make account it's a custom application that you need to integrate into your make account by click on the team install finish the wizard and then we need to load in our first automation template that again is available on my school go down to the description join the school you can get it off there to load this in and import the template you can click on scenarios on the left create a new scenario and you can click on on the more down the bottom import the blueprint choose file initiate call so this is the automation that's going to be initiating the call based on the form submission here we have two nodes super basic easy to get your head around as a beginner we have the fill out forms and we have the HTTP request fill out form we need to sync up to the correct form I'm going to add a new web hook going to call it tutorial I'm going to select the form as contact us one the one that I just created up here click okay and now over here on HTTP I can scroll down these things should already be filled out for you but in they're not if we delete each of these I can take you through how we've set them up so this is how we are going to be initiating the call on air AI so up here you can see Airi has an API we're going to be making a call to them we're going to be authenticating our request and then we're going to be sending some information off with instructions basically on who to call and and how to call them so this prompt ID basically refers to the agent on AI that we're going to be using we'll be changing that in a second so don't worry too much about that on the phone what we need to do is insert the phone number here we need to insert the first name into the name column and then we can insert the email as well as extra metadata that we're going to pass through AI so with those set up we can click the X here we need to replace with an API key shortly we can save that there so now that we have the form created ready to take in the information from the user we have a trigger setup so when that form is filled out it's going to be triggering a new call we now need to create our agent and set up our air AI account so we can head over to air. a links will be down in the description as well you can create an account here I already have an account when you do create an account I believe they ask for your card details so you will need to put it on file but from if you just look quickly here at the reports you can see that the costs really low I think it might be 50 cents per call or something like that so if you're doing up 50 to 100 of these a month it's it's not really going to add up too bad so when you compare that to the amount of time and effort saved by creating these systems I think it's well worth it so that's a sort of price issue first thing we need to do on AI is to set up a twilio account so Airi uses twio and a phone number you can get and buy on twilio to do all the calling for you so they don't actually have that built in we need to go to the Integrations tab here if we go to the twilio settings then need to go to twilio do if you have an account then you can sign in if you don't already then create an account it is free sign into my account here once you're inside your Twitter your account you will need to add some kind of billing so that you're able to purchase a phone number once you put your card on file then come to this homepage here and we can click on phone numbers manage and then buy a number here you will see a whole bunch of phone numbers that you're able to purchase for your account if you're looking for a specific area code say your business is based in a certain city or state you can pick the area code that you want to use in this case I can search one up and purchase a number based off that personally I'm not two words I've just bought any number you can pick one here and go buy there may be some stuff that it gets you to fill out here in terms of regulations it sort of changes all the time if it's not letting you buy then there's probably some kind of form or information you need to fill out to to complete the registration of your account just do all that and then you can buy a phone number here once that's been purchased you should be able to go to active numbers and you will see it in here and once you see number in here all you need to do to get your details for AI which is a twio account Sid and twio or token is to come to the top left up here click on this link to view your dashboard and then if if you scroll down you'll see your account Sid we can copy this paste it in here and copy your all token and paste it in here also and click save now I've connected our twio account up and purchased a number so we're ready to start creating our own agent go back to create click on the create tab on AI and click new agent call this Ms follow up and go to go standard create from scratch as I said I've already written the script for this in terms of what I want it to do within this tutorial so if you're following along and want to make the exact same thing and maybe make some modifications the script itself will be available on the resource h on my free school community so you can go down and get that as well so what I'm going to do here is just delete everything I'm going to paste in the script to make sure that I have a lift line here to allow the prospect to respond then what I like to do is modify this a little bit to say hi Prospect name it's Emma from morning side AI just going through the script quickly you can see how I've structured this thing it's going to ask if they have some time 2 minutes to answer some questions about the AI project they're interested in building can you tell me a bit about your business industry and size Etc wait for the response will you give me an outline of the solution then we're going to ask them directly is this a chat bot of some kind cuz if so it is able to be delivered on a gen our own platform and because this saves us a ton of effort on the development side and we pass it on to the business that's the focus of what we're delivering as an agency right now and then here's really the magic of the whole script it's this conditional check if they say yes then say you'll send an email with a link to booking a call if no then say they'll be in touch when we're accepting clients outside of agenta based projects and this here if the agent says it is what's going to trigger the email that we send with the Cy link so you'll see that that'll make sense in a second but for now that's the script you can take read or modify it as you need I like to change the accent over here to the female Australian I think it sounds a lot more realistic than some of the ones on here and then we're going to click save here and then if you want to you can test it here you just need to create some kind of number if you're not based in the US you can do what I do and create a Skype account and then you can purchase a us-based number and then you're able to send and receive calls from within Skype so this is one of my Skype numbers that I have if I click call now it's going to call me and say hi David blah and start the conversation that way I don't want to test it this way I want to try and test it without our trigger from the forms submission final step we need to do in order to get that trigger and call system working is to come up to the top left here and this number in the middle chat. a. a/ agent SL this number you need to double click on this and copy it head back to make and back and make we can click on the HTTP request we can scroll down and replace this prompt ID with the agent ID that we just copied once we click okay on that now when we initiate the call with this HTTP request we are letting Airi know which agent we want to be using for that particular call now the final step is to get our own API key here very easily done we can click on the top right up here Integrations again client API I can create one code tutorial create a new one copy this head back to make then I'm going to double click on this paste it in make sure there's a space between beer Bas and then your API key and then everything's looking good to go we can click okay I'm going to hit run once on this it's going to be waiting and now we can give another spin on our contact for if I go to this is contact us one yep and go publish I'm going to shoot it out to another page start and go through this Liam now I can put in my Skype number that I wanted to call and this is a nice little of drop down we go next say it's a $5,000 project chatbot please now when we submit that if I get my handy dandy phone out here and give it a second hey Liam it's Emma from morning side AI hi there hey how's it going you just filled out our contact form so I wanted to follow up with you do you have a couple of minutes to answer some questions about your AI Pro okay thank you Emma yep so that's obviously working we filled out the form it triggered the call and now we just need the final and tricky step of creating some kind of action that's to be triggered off the back of this call if they pass the qualification criteria then we can send them the cly link and they can book it automatically so this is really the Magic's dip and yes you guessed it I've made another template that we can use for this so heading back over to make what I want to do is on this one is to switch the scheduling on so immediately as the data arrives that means every time there's a form submission this is going to be triggered I want to save this and back out again and I want to create a new scenario I'm going to import the second template that will be on my resource Hub import Boo and here we have another very basic a what we want to do here is click on web hooks I want to add a new one I'm going to call this tutorial AI calling create a new web hook then I'm going to copy this address and head back over to air AI then if I go back to my top right corner Integrations and this zapia whook URL zappia is the recommended automation platform that AI likes to work with but because it's not very easy for me to make templates for you and pass them over I choose to use make in this case we can actually just put our make whip or ql in here figured out how we can get this to work using make as well save us some money easier to pass around templates and using a platform that I personally prefer a little more than zapier so if you save that so what this is essentially doing is that when we go back to our agent here we can come up and click add an action we can click custom and we can call the action email calendly link and then we can tell the system what kind of phrase should be triggering this so it's kind of picking it up throughout the conversation here you can see every already you've done this before I'll email you a link to book and a call is the phrase that we want to trigger this custom action that we're creating I've used these exact words as what the AI should say we successfully qualified them and we're ready to get them to book into a court so this phrase is key and this is also important as well I'm going to copy this and then we're going to save this action and that's the only one that's enabled on this account and then we can actually set up some stats tracking here which is Handy for the back inside of things as well and we can go to custom here email calendly link so this is the outcome of the call and it's basically a label that will allow us to see what the outcome of the call is at a glance through a big list of calls and we don't have to dig into these calls it'll tell us basically okay this one they hung up on us we need to follow up or in this case with email account be link so what needs to happen client must have a chat bot style now the way that they're actually detecting this as you can see here is automatic tracking so they're just using a an AI system a large language model to analyze the transcript and determine if this has been met so the information you put here is really important to make sure that this tracking is as accurate as it can be uh based on text like this so we save that as well so the primary is emailed caly link and then the other ones is do not call list and followup now comes the trickiest part of all is we need to line these all up in a row and kind of sequence them correctly so so that this WEP fires we get the right data in it we can then pass on to this Gmail step in order for this to work we need to be hovering over this redetermined data structure button on the correct WEP and then we need to refill out the form initiate a call answer the call go through the call and then AI is going to trigger that zappier WEP that we put into our settings and then makeer is going to learn the data structure to expect and the key field that we need to get is the email from the original form submission so if you're ready to do this this is a bit of a juggling act okay so step one for this is just to refresh our form I'm going to click Start fill F this out okay so now I've filled out the form I'm about to receive a call on Skype okay here it comes then I need to go to the call and be qualified and then I need to rederm the data structure mway through so it's a little bit of a juggling act hey William it's Emma from Morningside AI you just filled out our contact form so I'm following up with you do you have a couple of minutes to answer some questions to see if we can help you with your AI project yes I'm an AI assistant if you couldn't tell awesome thanks for taking the time William will you tell me a bit about your business what industry are you in and how big is your company I'm in the fitness industry and I have five employees that's great William so you're in the fitness industry and you have a company with five employees right now could you give me an outline of the AI solution you're interested in getting built for your business I want to build a chatbot for my warehouse manager got it William so you're looking to build a chatbot specifically for your warehouse manager that sounds like a great idea right now we're only accepting projects that can be built and delivered on our own platform called agencies this helps us reduce development hours and pass on the savings to you is this project a chat bot for your warehouse manager yep sure is that's fantastic William a chat bot for your warehouse manager can definitely streamline operations and improve efficiency I'll email you a link to book a call with Josh our coo here at mornings side he'll have more questions about your project okay great thanks by okay so as you saw it says successfully determined as was waiting waiting waiting and it was actually a little bit before she even said it but on their side they're obviously firing that WEP so when it says it's determine the data structure we can click over here to Gmail and we can see if I delete these ones on the left here you can see that now we have all this information from the whip hook and in order for it to have these fields that we can then insert into the Gmail we need to have done that step first and the most important one is this one down here extra Fields email now if you go back to our other automation you remember that we were passing in the email as metadata as extra data you can see here metadata email we having to send this as metadata when we make the call and then we needing to pluck that back out on the end on the other side so that we can send the email to the right person so this is definitely the trickiest part of the whole thing but as you can see we've successfully got the email here we can enter that in and then we have their first name so I've already filled this out I Pi first name thanks for chatting with our AI assistant emo but here's the C link and okay and the final thing that I need to point out here is that this web hook you'll notice back in AI we've only set up one web hook so you're thinking what if I have multiple different tools or actions that I want to set up the way they have the set up is that it only going to call one and then on the make side or the zapia side you need to handle the different actions yourself so here we have a filter and within this filter we are checking the action property that has been sent by AI right now it might look a little bit silly cuz we only have one option but if we had two of these and we had say action one which will send a cly link and then another action was send a PDF or send a free resource you would then need to have multiple of these through a router and then you'd have a another filter as well so you remember I told you to copy the name of this email caly link and that's what we're going to be putting into uh this filter here so whatever it comes to AI there could be all sorts of different actions but we want to be filtering out email caly link and that's why we've said if the action name equals email caly link then we're going to be emailing the caly link to the correct person so over time if you end up getting lots of different actions you of course can add multiple through here and use a router as well so a little bit more complex don't want to get into that now but we are good to go and test this final step of making sure that we are getting these emails sent to us with the calendar link after the call we can save make sure that the scheduling is on here so that it will run whenever it's triggered and we can go back head back to my little YouTube folder here we can see that both of these are on I'm not sure if you need to have Pro Plan or not I think you might be able to get away with having two that are on and a waiting responses all the time otherwise you may need to upgrade to like a $10 plan um but aside from that we have both of these on we're now ready to test it through and through give another submission on the contact form and this time will use a real email so that I can check if I'm going to receive the email from this second automation here so I can go start that's fantastic Liam since your project is a chatbot it can definitely be built on our platform agentes this will help streamline the development process and pave you time and call I'll send you an email with a link to book a call with Y thank you bu so that's triggered successfully as you can see the action here is email Cy link and that is being filtered through here so if we had triggered a different action in a different flow on AI and we wanted to to filter it to a different place we would set up another filter here and a router filter for a different one because we only got one the filter that we're looking for is email Cy link and yes it's come through email caly link is the exact same as the action that we're looking for in here which is shown by tick and successfully send our email as well so if I go two content now if I go on to my phone here and I go to Gmail and I look on here refresh yes yes okay we've we've successfully gotten the email through formatting isn't great I'll put it up on the side here something I can work on here within make I'm not sure what formatting options they have we successfully got the email through they've sent it through to us we can change the from here and I can put in from Morningside AI or from Leo or something but we' finally got this thing working I hope you guys have been able to follow along and get something similar to the setup where they can fill out a form on your website or your client's website and it's going to trigger it I think the bones of what we've built here going back to our little handy Danny figma here the bones of what we built here in terms of how you can trigger the calls via an API is really what you guys will be able to take away and modify in different ways this has taken me and my my team a couple days to figure out an easy way for you to do this so please I've tried to film this three times a day because every time I wasn't happy with how succinct and direct I was and in communicating this to you all so please please if you've enjoyed the video head down and leave a like subscribe to this channel if you want to keep in the loop on how you can continue to learn how to build AI Solutions like this that you can solve to businesses or you can build for your own to give yourself a Competitive Edge in the marketplace this is really the the future of where the AI Solutions are going at the moment as I said inbound voice systems outbound voice systems are going to be exploding they are exploding right now so I hope this was a good way to introduce you to them get familiar with how they work and very soon I'm going to have a ton more videos like inbound system setup so if you don't want to miss that you can subscribe to the Channel Down Below keep in the loop on these things more AI business content teaching you how to make money and make the most of this AI opportunity but aside from that guys thank you so much watching all resources are going to be available on the resource H down below if you want to watch my complete guide on how to create an AI business in 2024 regardless of your background you can watch my complete guide up here that's over an hour and a half long but aside from that guys that's all for the video thank you so much for watching and I'll see you in the next one