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How to create a VoiceBot Campaign to: Live Transfer Calls

What can a VoiceBot do for you?

VOIQ VoiceBots automate your sales, marketing and service calls by having conversations with your leads and customers over the phone. They can call your contacts to remind them about an upcoming meeting/event/payment, schedule meetings, engage prospects who've recently downloaded marketing content, qualify leads, and so on.

Let's create a VoiceBot Campaign to: Live transfer leads to a Sales Rep or Customer Success Agent

You can watch the video or follow our step-by-step instructions below! 


1. Create a New Campaign

Once logged into VOIQ, click on New Campaign in the upper left-hand corner to create a new campaign. You can choose to start from scratch, or to leverage our built-in template for Scheduling Meetings. Learn more about how to create a campaign on VOIQ

Script template - Hot transfer

2. Build your Script

  • Once you have selected the Voice for your VoiceBot, it's time to build your script. First, click on Yes/No to add your first question. In this example, you're going to ask a contact if he/she is interested to be transferred to an internal Sales Rep. Use Smart Tags (i.e. contact first name, company name, etc.) to personalize the conversation. You can select a smart tag from the dropdown menu, or by typing ALT + 1 twice. 

Transfer - yesno question

  • Click on Transfer Call and input the message your contact will receive once the transfer will be initiated. Tip: Give your contact the transfer information so that in case the call drops, he/she can easily reach the right person directlyNext, 1) Input the phone number and extension (optional) you want to transfer the call to and 2) provide the other party with the call context to transfer the conversation seamlessly to the rep or agent. Then, click Save.

Transfer - Transfer call

  • Make sure you assign Skip Logic to your script, include a Voicemail Message (optional), and customize your Call Settings. Learn more about your campaign set up.

3. Turn on your Campaign

From Step 3 - Summary, review your campaign settings, then toggle ON the campaign. The VoiceBot will immediately start calling your contacts if you uploaded a list of contacts to be called in Step 2 - List. If you did not upload a list, your campaign is now visible/searchable on your preferred CRM via the VoiceBot integration.

Transfer - Summary

Check out our Support Page or email us at support@voiq.com for help with any questions on our VoiceBots.