Overview

You can create campaigns in your heyLibby portal and have Libby call your current or past clients with a given message. For example, you can call a list of past customers to alert them about a new service that you’re offering, or perhaps to let them know of a limited time offer that they can take advantage of. Libby will call your list of phone numbers, deliver a pre-defined message, and answer any questions that the end-user may have.

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This functionality is not meant for cold calling but rather to call users who have opted in to receive phone calls from your business.

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Pre-requisites

  1. You must be in the Plus tier to use this service. You can find more about our tiers at https://www.heylibby.ai/pricing or contact us at [email protected] to upgrade.
  2. You must have Phone enabled and a phone number on the Assistant where you are setting up an outbound campaign. You can do this on heylibby.ai/settings/phone-text

How to use

Navigating to Campaigns

  1. Log into your heyLibby portal at heylibby.ai
  2. Navigate to ‘Campaigns’ in the left navigation bar.

Campaign Configuration

  1. Click ‘Create Campaign’ to create a new campaign OR select an existing campaign from your campaign list to edit an existing campaign
  2. Intro Message: Enter in an Intro Message that you would like Libby to say when the call recipient picks up the phone. You can use custom data within the message that will relate to the data you upload.
    1. For example, you can upload a csv of Contacts with 4 columns: First name, phone number, account tier, promo code. Then in the Intro message you can have Libby use those details: “Hi {first-name}, thanks for being a {account-tier} member. We’d like to offer you a promo code to thank you for your loyalty. You can use promo code {promo-code} online. Do you have any questions.” and in this example, those details would be dynamically inserted from the csv data.
    2. First name and phone number are automatically available and you can click the plus button to add other custom data points.
  3. Voicemail Message: Enter in a voicemail message that Libby will use if the call recipient does not pick up the phone and it goes to voicemail. Functionality of populating custom data within the message is the same as the intro message.
  4. You can expand Advanced section to add more details
  5. Required Conversation Questions: If you want Libby to get answers to a series of questions (for example to qualify a customer), then you can list out the questions in the Required Conversation Questions. This field is required so if you do not want Libby to ask any questions you can just write “You don't need to ask any questions. Just be helpful and always ask if they have any questions they need help with.”
  6. Custom Conversation Rules: You can define any custom rules that we will use to instruct your assistant to follow during the conversation. The standard rules work in most cases, but you may want to create your own for more advanced scenarios. You can leave this section blank to use the standard rules.