Bulk Outbound and Automatic Inbound Phone Calls with AI Agents

Overview #

SeaX empowers organizations to conduct large-scale outbound and inbound phone call campaigns using AI-powered agents. When integrated with SeaChat, SeaX enables both automated outbound calls—such as surveys or customer outreach—and seamless handling of inbound calls with 24/7 AI agent support. This integration is ideal for businesses seeking to automate voice interactions, improve customer engagement, and ensure that no call goes unanswered.

🎥 Video Tutorial #

A comprehensive video tutorial demonstrates step-by-step how to set up and use SeaX with phone calls, including both outbound campaigns and inbound call handling by AI agents.

Key Features #

Bulk Outbound Calling:
Initiate large-scale outbound phone call campaigns to hundreds or thousands of recipients directly from SeaX. Use AI agents to automate surveys, interviews, or notifications.

AI-Powered Inbound Call Handling:
Configure AI agents to answer incoming phone calls, providing instant, consistent responses to customer inquiries at any time, day or night.

Unified Management:
Manage outbound and inbound call campaigns, phone numbers, and AI agents from a single SeaX interface. Synchronize AI agents across SeaX and SeaChat for streamlined configuration.

Real-Time Transcription and Summaries:
Automatically transcribe calls and generate summaries, making it easy to review interactions and extract key information.

Prerequisites #

• SeaX and SeaChat accounts.
• At least one phone number provisioned in SeaX (toll-free or local).
• Administrator privileges to configure integrations and AI agents.

Step-by-Step Setup #

1. Assign and Configure a Phone Number #

• Log in to SeaX and navigate to Workspace → Numbers.
• Select or provision a phone number for outbound and/or inbound calls.
• Click Edit on the chosen number.
• Enable the option AI Agent to answer the phone.
• Assign an AI agent from your SeaChat workspace to handle inbound calls.

2. Synchronize AI Agents #

• Ensure your SeaX and SeaChat workspaces are synchronized.
• All AI agents created in SeaChat will be available for assignment in SeaX, allowing for consistent agent behavior across channels.

3. Configure Inbound Call Handling #

• In SeaChat, go to Integrations and select the phone call integration.
• Link the phone number to your chosen AI agent.
• Set preferences such as language, voice (e.g., “Jessica” for text-to-speech), and the greeting message for inbound calls.
• Save your configuration.

4. Test Inbound Calls #

• Place a test call to your configured number.
• The AI agent should answer with your preset greeting and respond to queries according to its configuration.
• All call transcripts and summaries will be available in both SeaX and SeaChat for review.

5. Set Up Outbound Calling Campaigns #

• In SeaX, navigate to Bulk Send/Call or Campaigns.
• Select your phone-enabled number.
• Import or select your contact list (ensure no duplicate contacts).
• Configure your AI agent’s outbound script or survey (e.g., interview questions for a recruitment campaign).
• Schedule or launch the outbound campaign. The AI agent will call each contact and conduct the conversation as configured.
• Monitor campaign progress and review call summaries and extracted responses in real time.

6. Manage Inbound Callbacks #

• If recipients return missed calls, the same AI agent (or a different one, if configured) will answer and continue the conversation.
• All inbound and outbound call data, including transcripts and summaries, are accessible from both SeaX and SeaChat.

Managing Multiple Phone Numbers #

SeaX supports multiple phone numbers for different campaigns or departments. Assign different AI agents to each number as needed and manage all activity from the unified interface.

Best Practices #

Avoid Duplicate Contacts:
Ensure each phone number appears only once in your contact lists to prevent multiple calls to the same recipient.

Personalize Campaigns:
Tailor outbound call scripts to the campaign’s purpose (e.g., surveys, appointment reminders, customer notifications).

Monitor and Review:
Use SeaX’s reporting tools to track call delivery, response rates, and campaign effectiveness. Review call transcripts and summaries for quality assurance.

Maintain Compliance:
Adhere to telecommunication regulations regarding automated calls and ensure recipients have consented to receive calls where required.

Troubleshooting #

• If inbound calls are not answered by the AI, verify that the phone number is correctly linked to an AI agent in both SeaX and SeaChat.
• For outbound issues, check contact list formatting and ensure no duplicate entries.
• Confirm that your phone numbers are provisioned and active within SeaX.

Support #

For further assistance, contact Seasalt AI support at seachat@seasalt.ai.