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set up automatic calls and voicemail drops

How To Setup Automatic Calls and Voicemail Drops

May 12, 20252 min read

Prerequisites:

- You have already purchased a number in your subaccount.

- You have pre-recorded Audio files that are MP3/WAV files (64kbps)

- You have taken the user's consent for automated calls to drop Voicemails.

How to Set up Automated Calls and Voicemail Drops in Workflow

Once you are in the sub-account, click "Automation" from the left side navigation menu.

Automation

Click on "+Create Workflow."

Create Workflow

Click on " +Start from scratch."

start from scratch

Select a workflow trigger for your call /voicemail drop action. In this example, we have used "Contact Changed" trigger.

trigger

To add the workflow action, click "+" button.

+ button

You can either scroll down or search for "Assign to User" action. Click on "Assign to User."

Assign to user

Users

Select user from the drop down menu If you want the calls to go to a dedicated team member.

If no one is assigned, the calls will go to the phone number you have saved in your business profile as a company phone number.

users

Only Apply To Unassigned Contacts

In the previous step, we choose the team member who will be automatically assigned all the new contacts that enters into this workflow.

Now this toggle option gives you the ability to decide weather you want to assign the newly added contacts to the same user even if the contact is already assigned to any of the team member before it entered into this workflow or you want to stop assigning such contacts.

unassigned contacts

Save Action

Don't forget to Save action before you go back to the workflow builder page.

save action

Lets Add "Call" action. Just click the "+" button and select "Call" action.

call

Call Whisper

You can modify the Call whisper message here:

By default, the call whisper states, "You have a new lead, John Smith. Press any button to connect"

call whisper

Voicemail Detection

When the lead can't answer the call, you will hear this message: "Couldn't connect with the lead," and the call ends. You can't leave a personalized voicemail if this occurs.

To leave a personalized voicemail with our Call event, go to the settings of the call step, and you can turn on "Disable Voicemail Detection."

disable voicemail detect

Connect Call After Keypress

Use this toggle if you want to connect the call only after a user press any key.

call after keypress

Voicemail Action

Now lets see how to add "Voicemail" action. for that, you will be using the same "+" button to add a new workflow action. Once you see the page with all the workflow actions, scroll down to find "Voicemail" option and click on it to proceed ahead.

voicemail action

Upload File

You can upload the recorded voice using the upload file here. Be sure to click "Save Action" once you have successfully uploaded the file.

Upload file

TLDR; Voicemail drops rely on a carrier trick, this is how all voicemail drops work, and as a result they only work about 70% of the time.

voicemail dropscallsautomatic callsset up automatic calls
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