VOIQ VoiceBots fully automates your sales, marketing and customer service tasks over the phone. They can call your leads/customers to remind them about an upcoming meeting/event/payment, schedule meetings, engage prospects who've recently downloaded marketing content, qualify leads, and so on. You can launch one-off VoiceBots calls from your HubSpot CRM or trigger them from HubSpot Workflows.
Let's set up your first VoiceBot in your HubSpot CRM
You can watch the video or follow our step-by-step instructions below!
If you're using HubSpot's new contact record view, access the VOIQ AI VoiceBot box on the lower right hand side, and click Create VoiceBot
Select the type of VoiceBot messaging you want to use: deliver a custom message, remind a lead of an upcoming demo, schedule or reschedule a meeting, call a lead who visited your site, make a simple prospecting call with a yes/no question.
See the details about the message delivered by the VoiceBot in the VOIQ AI VoiceBot box, on the right hand side in your contact's profile.
Select the option to Filter activity directly above the timeline. You’ll see a list of options to filter. Select the VOIQ checkbox.