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Overview

By utilizing AVA as both an Action and a Trigger, businesses can streamline lead follow-ups, capture call outcomes, and automate routine tasks—all without modifying existing business logic. Whether scheduling appointments, sending follow-ups, or qualifying leads, AVA enables dynamic workflow automation that saves time and enhances efficiency.

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Details

Workflow Automation in GHL with AVA allows for easy configuration and execution of customer engagement strategies. Here’s how it works:

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Using AVA as an Action

AVA can be set up as an Action in GHL workflows to trigger specific tasks, such as:

• Dynamic Outbound Calls: Automatically call leads who complete forms, sign up for offers, or meet predefined criteria.
• Data Capture: Collect customer responses, sentiment, and call summaries to enrich contact records in GHL.

Example:

1. Create a workflow triggered by a Form Submitted event.
2. Add an action for AVA Voice AI - Dynamic Outbound Call to initiate a call to the contact.
3. Configure the call details, such as the scenario, calendar, and AI agent settings.

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Using AVA as a Trigger

AVA can also be used as a Trigger to initiate workflows based on call outcomes. For example:

• Follow-Up Campaigns: Automatically email or text contacts after a call based on the Call Status (e.g., Meeting Booked, Callback).
• Segmentation and Tagging: Categorize contacts by adding tags or moving them into nurture sequences based on call sentiment or summary.

Example:

1. Create a workflow with AVA Voice AI - Contact Called as the trigger.
2. Add a filter for specific Call Status values, such as Meeting Booked or Callback.
3. Use the call data to send notifications, update records, or start a follow-up sequence.

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Advanced Workflow Configurations

• Call Summaries and Sentiment Analysis: Use the payload from AVA calls to extract key information, like call summaries and sentiment, and apply it to workflow logic.
• Conditional Logic: Introduce if/else branches in workflows to handle different scenarios based on call outcomes.
• Multi-Step Automations: Combine AVA actions with other GHL features, such as SMS and email notifications, to create comprehensive customer engagement workflows.

The inter-connectivity between the AVA Voice AI platform and platforms like GHL allow for a variety Voice AI systems to be developed to meet your business needs. Some of these examples include:

• Interactive Onboarding Experiences: In addition to videos, emails, and text messages, Voice AI phone calls can act as a fundamental part of the troubleshooting and FAQ experience for a customer, allowing them to be guided through the process and feel more comfortable.
• Internal Employee Training/External Help Bot: Businesses and customers alike can benefit from having an integrated knowledge bot that can be accessed whenever they need help. Employees can train with a voice based system that can role-play and assume the role of a customer, and customers can ask questions and have their needs met via a phone number, or even directly on a website via web widget, and all of this can be connected to tools like GHL for additional actions to occur afterwards.

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Benefits of Workflow Automation with AVA

• Efficiency: Automate routine tasks like scheduling calls and updating records.
• Scalability: Handle high call volumes and large contact lists without additional manual effort.
• Customization: Tailor workflows to meet specific business needs, such as lead qualification or customer onboarding.
• Seamless Integration: AVA fits into existing workflows without requiring major changes to business logic.

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FAQs & Troubleshooting

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General Questions

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Configuration

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Advanced Use Cases

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.