How Can I Connect an AI agent to the Leads it Dials?
Answer
AI voice agents never point at a campaign directly. It reaches leads exactly the way a human agent does - through skill groups:
flowchart LR AG[AI Agent] --> SG[Skill group] --> G[Group] --> GF[Group filter] --> C[Campaign leads]
To connect a bot to a campaign:
- Add a bot flow and assign it the skill group(s) you want it to serve. Every channel of the bot flow becomes one AI agent with those skill groups.
- Make sure that skill group belongs to a group whose filter targets the campaign - the same group configuration you already use for human agents.
- Set the bot flow Active so its agents clock in (automatically via the Ratio/Fixed activation strategy, or manually from the AI Agents page).
An AI agent dials predictive leads only while it is clocked in. If none of a group's AI agents are clocked in, all of that group's leads go to human agents as before.
Changing a bot's skill groups laterAfter the bot flow is created, skill-group membership is managed per agent on the AI Agents page (mass action Assign Skills).
The bot flow form shows them read-only.
Updated 3 days ago
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