Link the AI Phone Agent in a form

A form only calls when you give it the action AI Phone Agent. There you choose the agent, the phone field and the consent box, and decide what the agent learns from the form. Voice, number, questions and call hours belong to the agent and are set under Funnelforms → AI Phone Agent.

Requirements

• Funnelforms Pro. This feature is not included in Funnelforms Free.
• Funnelforms Pro 5.0.8 or newer.
• At least one agent under Funnelforms → AI Phone Agent. How to create one is described in Set up the AI Phone Agent.
• You have the right to edit forms. To publish actions you also need the right to see entries.
• A contact step with a phone field.

Where to find it

Open the form in the editor in the Structure workspace, click the contact step and then the After sending tab on the right. Under Actions, choose AI Phone Agent in Add an action.

Features at a glance

• Agent: which agent calls.
• Number to call: the phone field whose number the agent calls.
• Consent to the call: the consent box; no tick, no call. Add consent box creates it with one click.
• What the agent learns from the form: All answers, Only the answers I choose or No answers.
• About this form: a short description for the agent.
• When and For entries from, as with every action.

Step-by-step guide

1. Open the form in the editor, click the contact step and then the After sending tab on the right.
2. In Add an action, choose AI Phone Agent.
3. In Agent, choose the agent. If there is only one, it is already chosen.
4. Check the phone field in Number to call. If there is none, it says "Add a phone field to the contact step; the agent calls that number."
5. In Consent to the call, choose the consent box. If there is none, click Add consent box in the note "The form needs a consent box". Funnelforms then adds the box "Yes, you may call me about my request, also with an AI assistant." to the contact step.
6. In What the agent learns from the form, choose which answers the agent gets.
7. With Only the answers I choose: check the questions whose answers the agent should get.
8. In About this form, describe the topic in one or two sentences, for example "Requests for a heat pump. Most leads own a house and want to switch this year."
9. Click Publish.
10. Send the form yourself, with your mobile number and the consent box checked, and take the call.

Explanations

What does the agent learn from the form?

Of the contact details the agent only ever gets the name, to address the lead. E-mail address, phone number and the rest stay on your website; the phone number is only used for dialling. Funnelforms never passes on uploaded files or empty answers. Together it is at most 6,000 characters.

What is "About this form" for?

The field (optional, at most 1,000 characters) tells the agent what the request is about. That way one agent can call for several forms, for example heat pump and solar, and still knows each time what it is talking about. The agent also gets the name of the form.

Which number does the agent dial?

It dials the number from the phone field in Number to call. If the phone field has a country picker, the number is already complete. Numbers without a country code are read in the usual ways of writing them, for example 0152 1234567, +49 (0) 152 1234567, 0049 152 1234567 or 49 152 1234567, and dialled in the country set on the agent under When it calls in Country of the leads. If nothing is chosen there, the Country of the form’s language applies, for example Germany for a German form.

When is a lead not called?

• The consent box is not checked. In the entry, the action then shows Skipped under Sent to.
• The phone field is empty or holds no valid number. The action then also shows Skipped.
• The agent was deleted. The action then shows "Deleted agent"; choose another agent.
• The agent is Not ready, for example without a number. The Not ready badge then appears next to the choice.

What happens after sending?

The agent calls after the waiting time set for the agent in First call, and only within its call hours. Until then the action shows Waiting in the entry. What the entry shows after the call is explained in Call results in the entry.

Best practices

• Keep All answers if your form already asks about need and scope. The agent then has a shorter, more personal conversation.
• Choose No answers or only some if the form holds sensitive details the agent does not need.
• Word the consent box so it is clear that an AI assistant may call as well. The text of Add consent box already says so.
• Make the phone field required if every lead should be called.

Troubleshooting

Tips

• Edit agents next to the choice opens the AI Phone Agent page in a new tab. The link is shown to users who may change the settings.
• Without the right to change the settings you can choose an agent in the form but not create one.
• The consent box that Add consent box creates is not required. People who do not want a call can still send the form.

FAQ

Can I use several agents in one form? Yes, with several AI Phone Agent actions. If the form has several contact steps, For entries from sets which step an action runs for. Two actions for the same step call the lead twice.

Does the agent get the lead's e-mail address? No. Of the contact details it only gets the name.

Does the consent box have to be checked? Yes. Without the tick the agent does not call. This cannot be switched off.

Can I have a lead called again with "Send again…"? Only if no call took place yet, for example because the action failed while the agent had no number. If the agent already called the lead, Send again… does not start another call. You set further attempts on the agent under If nobody answers.

Related articles

• Create and edit agents
• Call results in the entry
• Actions after sending at the contact step