In an AI Caller workflow, tags play a crucial role in tracking call outcomes and classifying leads based on their responses. Each tag serves a specific purpose, helping businesses organize data, follow up effectively, and measure campaign performance more accurately.
Below is a detailed explanation of each workflow tag and its purpose.
1. AI DND (Do Not Disturb) #
Purpose: Applied when someone requests not to be contacted again.
Why it’s used: This ensures respect for the lead’s request, prevents wasted effort, and saves time by not reaching out to people who are not interested.
2. AI Call Transferred #
Purpose: Applied when the AI successfully connects the call to a live agent.
Why it’s used: Indicates a serious lead, ensures direct human interaction, and helps sales teams close deals faster.
3. AI Wrong Number #
Purpose: Used when the phone number is incorrect or belongs to the wrong person.
Why it’s used: Helps maintain a clean contact list, reduces wasted calls, and ensures resources are focused on real prospects.
4. AI Interested #
Purpose: Applied when a lead expresses interest in the product or service.
Why it’s used: Identifies quality leads, makes follow-ups easier, and helps sales teams prioritize potential customers.
5. AI Call Failed #
Purpose: Applied when the call fails due to network or system issues.
Why it’s used: Helps identify technical issues, allows for retries, and ensures reporting accuracy.
6. AI Call Answered #
Purpose: Used when the lead picks up the call.
Why it’s used: Tracks answered calls, measures success rates, and highlights real conversations that took place.
7. AI Follow-up Requested #
Purpose: Applied when the lead asks to be contacted at a later time.
Why it’s used: Reminds the team to follow up, respects the lead’s availability, and increases the likelihood of building trust.
8. AI Appointment Booked #
Purpose: Applied when an appointment is successfully scheduled.
Why it’s used: Confirms the lead’s readiness for the next step, helps organize the sales calendar, and moves them closer to conversion.
9. AI Call Not Answered #
Purpose: Used when the lead does not pick up.
Why it’s used: Marks unanswered calls, helps in retry planning, and identifies leads who may need follow-up through SMS or email.
10. AI Voicemail Detected #
Purpose: Applied when the call goes to voicemail.
Why it’s used: Allows leaving a message or sending a text, saves time, and indicates the lead was unavailable at that moment.
11. AI Bad Lead #
Purpose: Used when the contact is fake, invalid, or irrelevant.
Why it’s used: Removes poor-quality leads, prevents wasted resources, and keeps the database accurate and effective.
12. AI Not Interested #
Purpose: Applied when the lead clearly states they are not interested.
Why it’s used: Prevents unnecessary follow-ups, marks the lead as disqualified, and ensures focus remains on genuine prospects.
Final Thoughts #
By leveraging these AI Caller workflow tags, businesses can streamline lead management, save time, and improve sales efficiency. Each tag provides valuable insights into the lead’s journey, ensuring that teams focus their efforts where they matter most—on the prospects most likely to convert.
