The AVA platform offers powerful tools, called scenarios, used for managing AI Voice Calling outbound projects, seamlessly integrating with NIKO (our tailored version of GHL) and supporting agency users working with their own versions of GHL.
It enables users to trigger AI-driven voice calls through Dynamic Outbound Call actions and automate workflows using Contact Called triggers. With Call Status Filters, users can tailor workflows based on call outcomes, and Payload Values provide scenario-specific data for further automation and reporting.
This guide combines all the essential details for setting up outbound projects, using call status filters, and accessing payload values in workflows.
Term | Definition |
---|---|
AVA Platform | A software platform for managing AI Voice Calling scenarios. |
Outbound Project | A project within AVA defining the configuration of AI voice calls for specific use cases. |
Scenario | Pre-defined templates in AVA tailored to specific needs, such as Event Follow-up Scheduler or Proactive Recruitment Outreach. |
NIKO | A tailored version of GHL designed for our business users. |
Agency Users | Users working with their own versions of GHL for CRM and marketing automation workflows. |
Dynamic Outbound Call | A GHL/NIKO automation action that triggers an outbound call in AVA using a selected scenario. |
Contact Called | A GHL/NIKO automation trigger that activates based on call outcomes in AVA. |
Call Status Filters | Filters applied to the Contact Called trigger to segment actions based on call outcomes. |
Payload Values | Scenario-specific data accessible at the contact level, such as timestamps, transcripts, or call outcomes. |
Log into the AVA platform and navigate to the Outbound Projects section.
Click “Add New Project” and provide a project name and description.
Choose a Scenario, such as:
Configure the project settings:
Save the project, which will now appear in the Outbound Projects list.
Dynamic Outbound Call:
Create a new automation in NIKO/GHL.
Add the Dynamic Outbound Call action to your workflow.
Map the contact fields (e.g., phone number, name, email) to AVA’s project configurations.
Publish the automation to enable outbound calls.
Contact Called Trigger:
Add the Contact Called trigger to your automation.
Use Call Status Filters to define actions based on call outcomes (see table below for available filters).
Call Status | Description |
---|---|
Issue Dialling Number | Triggered when the system encounters a problem while dialling the contact’s phone number. |
Meeting Booked | Triggered when the call results in successfully scheduling a meeting with the contact. |
No Answer | Triggered when the call is not answered by the contact. |
User Hung Up | Triggered when the contact disconnects the call before completing the interaction. |
Voicemail with Message | Triggered when the call is forwarded to voicemail and a message is left. |
Voicemail with No Message | Triggered when the call is forwarded to voicemail, but no message is recorded. |
Payload values provide additional data from AVA calls and are accessible as custom values in NIKO/GHL workflows. These values vary by scenario and can be used to automate further actions or update contact records.
Accessing Payload Values
In your automation, select Update Contact Field or another action.
Click the text field to access the dropdown menu of available custom values.
Navigate to Ava Voice AI > Contact Called to view associated payload values.
Select the desired value to populate a contact record or process in your workflow.
Examples of Payload Values
Payload Value | Description |
---|---|
Start Time | The exact timestamp when the call started |
End Time | The exact timestamp when the call ended |
Transcript | The transcript of the conversation, if available |
Call Status | The final status of the call (e.g., Meeting Booked, No Answer) |
Meeting Location | The location of the scheduled meeting (e.g., Virtual or Physical) |
Appointment Date | The date and time of the scheduled meeting |
Recording URL | A link to the recording of the call, if applicable |
Call Sentiment | Sentiment analysis of the conversation, such as Positive, Neutral, or Negative |
Payload values in AVA workflows can be used to store important information, such as call transcripts, call start and end times, or meeting details. These values can then be processed further within automations or workflows in NIKO/GHL. By combining Call Status Filters with payload values, you can build highly dynamic and advanced workflows. Below are some practical ways to use payload values in your workflows:
Using Call Status Filters
Call Status Filters in the Contact Called trigger allow you to define different paths in your workflow based on the call outcome. For example:
Storing and Using Payload Values
By combining Call Status Filters with Payload Values, you can automate sophisticated workflows that store, process, and act on call data in real time. These capabilities ensure your workflows are efficient, adaptable, and capable of handling complex business requirements.
What happens if I create a project in AVA? Will it sync with NIKO/GHL workflows automatically?
A: Currently, projects created in AVA do not automatically sync with NIKO/GHL workflows. For a project to be used in a NIKO/GHL workflow, you must manually set it up as a Dynamic Outbound Call action within the workflow. Additionally, configurations set in AVA (e.g., greeting scripts, meeting details) do not sync with NIKO/GHL and must be manually mirrored in your workflows.
However, all Call History from AVA is synced back into the platform, allowing you to review call details, listen to recordings, and access transcripts directly within AVA. This ensures that even though configurations are not synced, you have a complete history of all interactions for reference.
How do I know which Payload Values are available for a scenario?
A: The Payload Values available depend on the scenario you’ve selected in AVA. To check, open your workflow in NIKO/GHL and select an action like **Update Contact Field (**the tag icon inside the action). Navigate to Ava Voice AI > Contact Called to view the list of available values. Review the dropdown to understand what you can process, such as transcripts, meeting details, or sentiment.
Also refer to the documentation for each scenario for further details.
What happens if the Dynamic Outbound Call fails to execute in a workflow?
A: If a Dynamic Outbound Call fails to execute, check the following:
If the issue persists, contact our support team at hello@thinkrr.ai.
Can I trigger multiple workflows based on the same call outcome?
A: Yes, you can. Use the Contact Called trigger in NIKO/GHL workflows and apply Call Status Filters to segment actions. For example, you could trigger:
By combining multiple workflows, you can tailor outcomes to fit your needs.
Is it possible to build sentiment-based automations in NIKO/GHL?
A: Yes! AVA provides a Call Sentiment payload value that can be used in workflows. For example:
This allows for advanced sentiment-based automations to improve your contact handling.
How can I handle contacts with ‘No Answer’ or ‘Voicemail’ call statuses efficiently?
A: For No Answer:
For Voicemail:
Efficiently handling these statuses ensures no leads slip through the cracks.
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.
The AVA platform offers powerful tools, called scenarios, used for managing AI Voice Calling outbound projects, seamlessly integrating with NIKO (our tailored version of GHL) and supporting agency users working with their own versions of GHL.
It enables users to trigger AI-driven voice calls through Dynamic Outbound Call actions and automate workflows using Contact Called triggers. With Call Status Filters, users can tailor workflows based on call outcomes, and Payload Values provide scenario-specific data for further automation and reporting.
This guide combines all the essential details for setting up outbound projects, using call status filters, and accessing payload values in workflows.
Term | Definition |
---|---|
AVA Platform | A software platform for managing AI Voice Calling scenarios. |
Outbound Project | A project within AVA defining the configuration of AI voice calls for specific use cases. |
Scenario | Pre-defined templates in AVA tailored to specific needs, such as Event Follow-up Scheduler or Proactive Recruitment Outreach. |
NIKO | A tailored version of GHL designed for our business users. |
Agency Users | Users working with their own versions of GHL for CRM and marketing automation workflows. |
Dynamic Outbound Call | A GHL/NIKO automation action that triggers an outbound call in AVA using a selected scenario. |
Contact Called | A GHL/NIKO automation trigger that activates based on call outcomes in AVA. |
Call Status Filters | Filters applied to the Contact Called trigger to segment actions based on call outcomes. |
Payload Values | Scenario-specific data accessible at the contact level, such as timestamps, transcripts, or call outcomes. |
Log into the AVA platform and navigate to the Outbound Projects section.
Click “Add New Project” and provide a project name and description.
Choose a Scenario, such as:
Configure the project settings:
Save the project, which will now appear in the Outbound Projects list.
Dynamic Outbound Call:
Create a new automation in NIKO/GHL.
Add the Dynamic Outbound Call action to your workflow.
Map the contact fields (e.g., phone number, name, email) to AVA’s project configurations.
Publish the automation to enable outbound calls.
Contact Called Trigger:
Add the Contact Called trigger to your automation.
Use Call Status Filters to define actions based on call outcomes (see table below for available filters).
Call Status | Description |
---|---|
Issue Dialling Number | Triggered when the system encounters a problem while dialling the contact’s phone number. |
Meeting Booked | Triggered when the call results in successfully scheduling a meeting with the contact. |
No Answer | Triggered when the call is not answered by the contact. |
User Hung Up | Triggered when the contact disconnects the call before completing the interaction. |
Voicemail with Message | Triggered when the call is forwarded to voicemail and a message is left. |
Voicemail with No Message | Triggered when the call is forwarded to voicemail, but no message is recorded. |
Payload values provide additional data from AVA calls and are accessible as custom values in NIKO/GHL workflows. These values vary by scenario and can be used to automate further actions or update contact records.
Accessing Payload Values
In your automation, select Update Contact Field or another action.
Click the text field to access the dropdown menu of available custom values.
Navigate to Ava Voice AI > Contact Called to view associated payload values.
Select the desired value to populate a contact record or process in your workflow.
Examples of Payload Values
Payload Value | Description |
---|---|
Start Time | The exact timestamp when the call started |
End Time | The exact timestamp when the call ended |
Transcript | The transcript of the conversation, if available |
Call Status | The final status of the call (e.g., Meeting Booked, No Answer) |
Meeting Location | The location of the scheduled meeting (e.g., Virtual or Physical) |
Appointment Date | The date and time of the scheduled meeting |
Recording URL | A link to the recording of the call, if applicable |
Call Sentiment | Sentiment analysis of the conversation, such as Positive, Neutral, or Negative |
Payload values in AVA workflows can be used to store important information, such as call transcripts, call start and end times, or meeting details. These values can then be processed further within automations or workflows in NIKO/GHL. By combining Call Status Filters with payload values, you can build highly dynamic and advanced workflows. Below are some practical ways to use payload values in your workflows:
Using Call Status Filters
Call Status Filters in the Contact Called trigger allow you to define different paths in your workflow based on the call outcome. For example:
Storing and Using Payload Values
By combining Call Status Filters with Payload Values, you can automate sophisticated workflows that store, process, and act on call data in real time. These capabilities ensure your workflows are efficient, adaptable, and capable of handling complex business requirements.
What happens if I create a project in AVA? Will it sync with NIKO/GHL workflows automatically?
A: Currently, projects created in AVA do not automatically sync with NIKO/GHL workflows. For a project to be used in a NIKO/GHL workflow, you must manually set it up as a Dynamic Outbound Call action within the workflow. Additionally, configurations set in AVA (e.g., greeting scripts, meeting details) do not sync with NIKO/GHL and must be manually mirrored in your workflows.
However, all Call History from AVA is synced back into the platform, allowing you to review call details, listen to recordings, and access transcripts directly within AVA. This ensures that even though configurations are not synced, you have a complete history of all interactions for reference.
How do I know which Payload Values are available for a scenario?
A: The Payload Values available depend on the scenario you’ve selected in AVA. To check, open your workflow in NIKO/GHL and select an action like **Update Contact Field (**the tag icon inside the action). Navigate to Ava Voice AI > Contact Called to view the list of available values. Review the dropdown to understand what you can process, such as transcripts, meeting details, or sentiment.
Also refer to the documentation for each scenario for further details.
What happens if the Dynamic Outbound Call fails to execute in a workflow?
A: If a Dynamic Outbound Call fails to execute, check the following:
If the issue persists, contact our support team at hello@thinkrr.ai.
Can I trigger multiple workflows based on the same call outcome?
A: Yes, you can. Use the Contact Called trigger in NIKO/GHL workflows and apply Call Status Filters to segment actions. For example, you could trigger:
By combining multiple workflows, you can tailor outcomes to fit your needs.
Is it possible to build sentiment-based automations in NIKO/GHL?
A: Yes! AVA provides a Call Sentiment payload value that can be used in workflows. For example:
This allows for advanced sentiment-based automations to improve your contact handling.
How can I handle contacts with ‘No Answer’ or ‘Voicemail’ call statuses efficiently?
A: For No Answer:
For Voicemail:
Efficiently handling these statuses ensures no leads slip through the cracks.
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.