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Insights and Strategies: Lessons Learned Along the Way
First lesson: Establish a specific objective.
"Doing sales" and "automating customer service" are excessively general terms. Be more granular with your goal. Simplify it.
This is particularly crucial as every activity the AI performs would need a different prompt. Starting with a large, generic task will force you to create a massive prompt, which will (most likely) fail. On the other hand, if your task is well-defined and has a defined scope, you can develop and refine a basic action.
Here are some ideas for the AI caller’s first jobs:
Remind patients to arrive for their booked appointments.
Qualify leads by asking specific questions
Make a call to small firms to update the owner's contact information.

Second lesson: Pick the right tool.
Bland.ai offers two solutions. The first is direct API access. The second is a custom implementation. Both are great options, depending on your company’s size and needs.

Third lesson: It all falls down if the prompt is not right. We’ve heard of prompt engineering for ChatGPT etc. Its even more important for AI phone calls.
Poor phone calls are caused by poor prompting. Great prompting creates phenomenal phone calls.
Provide a clear, overall purpose in your prompt. Next give a list of actions to take during the discussion. Next, give instances of dialogue. Next, give the AI any more context that it needs to know.

Bonus Tips: Its really easy to test your prompts and how your call will play out on Bland.ai. Make sure you test, test and test!

You can send batch calls by uploading a CSV list, but don’t go anywhere near that until you have fine tuned the above!


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