Callbook.ai Howto
Callbook.ai is an end-to-end AI phone system that integrates seamlessly with Zoho CRM, helping businesses manage calls and store call data efficiently.
View MoreHow to Use Callbook.ai
Sign up for Callbook.ai: Visit the Callbook.ai website and sign up for an account. There may be a $100 monthly fee to get started.
Integrate with Zoho CRM: Connect Callbook.ai to your Zoho CRM account. This integration should be straightforward with no extra developers required.
Configure your AI assistant: Provide context and assign specific tasks to your AI assistant, just like you would brief a new team member. Include relevant business information needed to handle calls effectively.
Set up data mapping: Specify which call data should be saved and where it should be stored in your Zoho CRM fields.
Set up workflows: Include Callbook.ai in your Zoho CRM workflows to trigger automated calls at specified times.
Connect a phone number: Connect a Twilio phone number to use for making calls. Callbook.ai only supports Twilio numbers.
Ensure proper authorization: Make sure you have permission from every phone number you plan to call using the system.
Start making calls: Begin using the AI assistant to make calls. You'll be charged $0.25 per minute for connected calls, billed to the exact second.
Monitor and optimize: Review call data and insights in Zoho CRM to optimize your AI calling strategy over time.
Callbook.ai FAQs
Callbook.ai is an end-to-end AI phone system that integrates seamlessly with Zoho CRM, helping manage calls and store call data efficiently. It uses human-like AI to handle phone calls and automatically save relevant information to Zoho CRM.
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