Has anyone had sucess with this? I have a client shes a spa owners and we set up her AI Agent to answer her inbound calls coming from her website- The Business owner only wants the AI to answer if she doesnt answer after a certain perious of time, call it 10s. Now you would think you could do this in GHL when you configure the GHL lead connector number, however the AI always answers on the first ring. Suggesstions?
@Wes Wells My bankruptcy attorney client uses RingCentral for his primary number, and forwards to Assistable. He has his RingCentral phone set to ring 3 times before forwarding, giving him time to see caller ID and pick up if desired. Works great.
Hey Team Got a client that has a CSV file that is dynamic and updated weekly, we need to get the prices off this. I was thinking of using Make, but then I thought, could the Agent read the URL link if it was in the knowledge base? So, the agent references the URL, which is the CSV file in my drive? Hope that makes sense Thanks
Hi! I want to integrate an AI dialer with dental clinics and need to connect it with their appointment systems. The challenge is that most of them use PMS like EagleSoft or Dentrix. Any ideas how can I book to those calendar using Assistable? really appreciate any insights/ suggestions, Thank you
From Google search: Eaglesoft dental practice management software does not have a direct, built-in integration with Zapier. Instead, you must use a third-party application or a custom-coded solution to bridge the connection between Eaglesoft's API and Zapier. This setup allows you to automate tasks and connect Eaglesoft data with other apps. How to connect Eaglesoft and Zapier 1. Use an integration provider: Many of Eaglesoft's official integration partners offer robust connections that can include Zapier functionality. These companies build and maintain the connector, abstracting the complexity of the Eaglesoft API from your team. Some examples include:Kolla: Provides a unified API that simplifies the process of integrating with Eaglesoft and other dental software.Practice by Numbers: This analytics platform can sync data with Eaglesoft via the API and can be set up to use that data for automations. 2. Use a proxy or middleware app: Some services specialize in acting as a "middleman" to connect your practice management software to other apps. For instance, you could configure a service like Kolla to connect to Eaglesoft, and then use Kolla's own Zapier integration to build your Zaps. 3. Build a custom integration (requires coding): For practices with IT resources, it is possible to build a custom Zapier integration using Eaglesoft's API. This involves the following steps:Install the Eaglesoft API tools on your server.Use the API information provided by Patterson Support to authenticate the connection.Develop the code to create custom triggers and actions for your Zaps, as explained in Zapier's developer documentation.
Looks like they're keeping the dental market pretty locked down. I would think, if you already have inroads with dental clients, it might be worth developing. I'm betting they don't yet have any sort of AI integration with either product yet. and these types of old school softwares are slow moving.
I’m working with a high-value potential client who wants to deploy an AI assistant to handle customer support calls. However, it needs to pull information directly from their existing (and extensive) Zendesk setup. Has anyone integrated an AI voice assistant with a large Zendesk instance before? Any limitations I should know about? Would love to hear about real-world challenges or lessons learned.
@Ron Harmon I would think the "easy" answer is to integrate with GHL via Zapier or direct webhooks. I have an opportunity coming up next week with a technical company who just adopted a Zendesk manual workflow, and they're overwhelmed with customer requests. Thinking connecting them to an AI Voice and chat system would relieve some of the overwhelm, particularly with common issues that are easily resolved.
I have a call transfer set up on one of my agents. Sometimes when the transfer is unavailable the AI will ask if they want to leave a message. When they say yes, it seems the AI sends them to voicemail, and the voicemail tab on the dashboard starts filling up. How do I access these voicemails? Or is it just logging voicemails left on the phone it tried to transfer to? Appreciate any help bringing clarity to this.
@Ryan Stone I don't think Assistable has voice mail. I think you'll have to create a Workflow in GHL, and possibly a tool in Assistable, to transfer calls to GHL mailbox.