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:

  1. 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.
  2. Make sure that skill group belongs to a group whose filter targets the campaign - the same group configuration you already use for human agents.
  3. 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.

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Changing a bot's skill groups later

After 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.



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