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Scope - AI Calling Bot

This is a base for the single source of truth for a development cycle. A development cycle includes scope, design, develop and handover.
Please note that as we’re building an MVP, the scope outline is not meant to be comprehensive. Instead, it is supposed to detail the features crucial to the MVP.

Table of Content

- An overview of functionalities that the bot will have
- Exact map of the call based on the scope
- An overview of the different user roles required
- An overview of each page in your app and paper wire frames you’ll need to design it
- A list of all the flows and app logic you’ll need to implement

Bot Functionalities
0
Features
Description
1
Human Conversational AI Bot
Call assistant will go in the call and talk to the human according to the finalized call flow.
2
Telephony Integration
All outdone calls done by the bot will be through a third-party tool, in this case it would be Twilio.
3
Knowledge Base
Use information from the knowledge base to be able to answer questions that are asked from the end customer other than the standard Call Flow.
4
Bulk Call Scheduling
Calls will be scheduled in bulk for each lead under a campaign against the set scheduled time. User extensions can also added in addition to their phone numbers.
5
Call follow-ups
The bot will be able to do follow-up calls with the leads based on the leads preferred time and will only do it once.
6
Initial Receiver Bypassing
IVR Bypassing
Bot-to-bot number extension: Add number on dialpad for the relevant lead
Bot-to-bot name extension: Add name on dialpad through numbers for the relevant lead
7
Deviations from the Call Flow
Knowledgebase and unstructured data will be used to handle deviations from the call flow and redirect user to the closest node in the call flow.
There are no rows in this table

Call Flow


Users
0
Name
What they do
How they sign up/login
1
Visitor
They’re able to log in in order to access the app
Their account is created manually by bubble developer.
2
Logged in
They’re able to access the application.
They’re able to create campaigns, view campaigns and related analytics, view leads lists and their statuses.
There are no rows in this table
Pages
0
Name
Purpose
Paper Wireframes
1
Home
Allows user to log in. Logged in users are redirected from here to campaigns
Home.jpg
Home.jpg
2
Campaigns
Allows users to view campaigns list and create new campaigns
Campaigns.jpg
Campaigns.jpg
3
Campaign Details
Allow users to view single campaigns, view the leads (and their status) as well as pause campaign
Single Campaign.jpg
Single Campaign.jpg
4
Base
The base skeleton for all other admin pages
Base.jpg
Base.jpg
There are no rows in this table

Flows
0
Flow
Page
User Actions
User
Screens
Log in
1
Home
Opens in a popup. Allows users to log in. Credentials will be hardcoded in the bubble database.
Visitor
Home.jpg
Home.jpg
Open Campaign
1
Campaigns
Click “Open” next to a campaign to access the
@Campaign Details
page associated with that campaign
Click “Create New” take you to the
@Create Campaigns
flow
Logged in
Campaigns.jpg
Campaigns.jpg
Create Campaigns
1
Campaigns
Opens up in a modal when user clicks create campaign. Allow users to
Upload Lead through CSV
View uploaded leads
Schedule calls

It will have the following fields:
Campaign Name
Leads File (csv)
Schedule Date
Call again time (if call isn’t received)
Logged in
Create Campaign.jpg
Create Campaign.jpg
Pause Campaign
1
Campaign Details
Allow users to pause campaign. When pause button is clicked, a notification is shown which indicates the campaign is paused and campaign status will be change to “Paused”.
When paused, the pause button will be replaced by a resume button. Clicking that will change the status to “active” and a notification will indicate that the campaign has resumed. The campaign will proceed as usual in this case.
User is able to view the following metrics for each campaign in its details:
Number of leads
Leads Called
Lead Converted
Logged in
Single Campaign.jpg
Single Campaign.jpg
Logout
1
Base
Allow users to log out of the application. A notification will be created indicating that the user has logged out and the user will be redirected to the homepage.
Logged in
Base.jpg
Base.jpg

Designs


Estimated Costs

Google Dialogue Flow CX: $0.06 per minute
Additional charges can be incurred in Google Dialogue Flow based on technological requirements
Twilio Local Calls: $ 0.014 per minutes
Total: $ 0.074 / min
Moreover, WhatsApp calls are not supported by WhatsApp Business Platform currently.

Design References

Color Palette

Top to Bottom:
DCF2F1
7FC7D9
365486
0F1035
image.png

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