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Terms & Definitions

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Scenario

A scenario defines the pre-built set of instructions the AI follows during a call. Scenarios are selected from the Scenario Library when you click “Add new project” in the Outbound Projects section on the Home screen.

Alternatively, if you have already created an Outbound Project or Inbound Agent in the past, you may still add either in the Home screen, which will look slightly different:

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Project

Once a scenario is selected, you’ll be taken to the Project Details screen. A project is your workspace and consists of the following sections:

  1. Project Settings
    Define:

    • Project name
    • Project description
    • Selected scenario

    The Project name and description are tools to help you manage and organize your Projects at a glance, so we encourage you to make good use of them and use clear and descriptive labels.

  2. Project Configuration
    Defined by the chosen scenario, this section reflects the key pieces of information necessary to use a scenario, and ultimately the information and instructions that the AI agent will share with the prospect and use to guide the conversation. Examples of configuration details include:

    • Your Calendar selection (for the AI agent to check availability and book meetings). If you do not have a calendar set up, refer to Calendar Integrations via GHL.
    • Meeting duration (minutes) and location
    • Your company name
    • Value propositions
    • Product/service pricing
    • Objection overcomes
    • A custom voicemail message

  3. Campaigns
    Scrolling down the Project Details screen, there will be a Campaigns section. They are defined as a set of calls to a selected group of contacts, this is where you select the call recipients, set the duration of the Campaign, and when it should begin. Clicking on “+New Campaign” will present a side screen with additional details to be filled:

Campaign setup includes:

  • Campaign name
  • Campaign description
  • The AI name and voice
  • Whether or not to leave a voicemail

Once you are happy with the details of your new campaign, click “Save Campaign” on the bottom right of the side screen. This action will net a new interface named after the newly created campaign, which contains its own Settings:

  1. Campaign Settings
    Inherits from Project Configurations and designed to be edited to appeal to the specific audience the campaign is directed to. In addition to the Project configurations, it will also include:
    • Campaign duration (in hours, days, or months)
    • Start time (immediate or scheduled)
  2. Contacts
    Scroll further down to access the Contacts section, where you can:
    • Upload CSVs
    • Import from a connected CRM
    • Add contacts manually

Refer to Phone Number Management for more detailed information on managing your Contact numbers.

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Details

Once a campaign is created, the campaign view updates to show all campaigns within the project. Each campaign card will display:

  • Campaign name
  • Assistant (AI agent) - the chosen AI agent running this campaign
  • Caller name - the custom name given to the AI agent by the user (defaults to the original name if none given)
  • Duration (hours/days/months) - how long the campaign will run, with three different time frame options: hours, days and months
  • Status - displays the final outcome of the call as per our Call Statuses definitions
  • Actions - including Duplicate, View, Delete, and Execute to initialize a “Not Started” campaign, or reinitialize a “Paused” campaign

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FAQs & Troubleshooting

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Troubleshooting

For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.

If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.