AI Calling Bot - Genesis Document

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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.

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Proposal Attached here⁠

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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

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Bot Functionalities⁠

- An overview of functionalities that the bot will have

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Call Flow⁠

- Exact map of the call based on the scope

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Users⁠

- An overview of the different user roles required

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Pages⁠

- An overview of each page in your app and paper wire frames you’ll need to design it

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Flows⁠

- A list of all the flows and app logic you’ll need to implement

Bot Functionalities

Bot Functionalities

Features

Description

Human Conversational AI Bot

Call assistant will go in the call and talk to the human according to the finalized call flow.

Telephony Integration

All outdone calls done by the bot will be through a third-party tool, in this case it would be Twilio.

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.

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.

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.

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

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

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Call Flow

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Users

Users

Name

What they do

How they sign up/login

Visitor

They’re able to log in in order to access the app

Their account is created manually by bubble developer.

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

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Pages

Pages

Name

Purpose

Paper Wireframes

Home

Allows user to log in. Logged in users are redirected from here to campaigns

Home.jpg

Campaigns

Allows users to view campaigns list and create new campaigns

Campaigns.jpg

Campaign Details

Allow users to view single campaigns, view the leads (and their status) as well as pause campaign

Single Campaign.jpg

Base

The base skeleton for all other admin pages

Base.jpg

There are no rows in this table

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Flows

Flows

Flow

Page

User Actions

User

Screens

Home

Opens in a popup. Allows users to log in. Credentials will be hardcoded in the bubble database.

Visitor

Home.jpg

Open Campaign

Campaigns

Click “Open” next to a campaign to access the

@Campaign Details

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page associated with that campaign

Click “Create New” take you to the

@Create Campaigns

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flow

Logged in

Campaigns.jpg

Create Campaigns

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

Pause Campaign

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

Logout

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