How to Build an AI Voice Agent for Cold Calling (Relevance AI Tutorial)

hey guys welcome back to the channel in this video I'm going to show you a quick tutorial on how to build an AI voice agent for cold calling now to give you some context I'm not saying that this system can replace skilled salespeople for calls requiring deep conversations or closing deals no that's not what we are aiming for here those types of calls are still tough to handle with current AI voice tag instead this is for businesses with a very straightforward script mostly yes or no questions you know where the goal is to pre-qualify the leads before passing them on to human agents and for that purpose AI outbound colors can do a great job for example let's say you run an insurance company you could use these AI agents to call a least of leads and qualify them based on whether they are above a age or meet some specific conditions you know for your insurance products or it could also be a dental clinic for example where the ai's job is to call a list of patients and confirm upcoming appointments or reschedule if necessary if they can't make it right so there are tons of other examples where a simple straightforward script can work one more example is an an Arbitrage real estate company where the job of this AI agent is to call a a list of homeowners and just find out if they want to rent their property or not and then pass this information to the team or maybe schedule a discovery call or something like that but for our demo today we are going to build an AI agent that will act as a representative for a dummy roofing company and it will call a list of homeowners offering them a free roof inspection and for businesses like this offering High ticket services like Roofing services and every job might bring in like $10,000 in Revenue so if the AI agent brings in at least one lead at least one lead that converts into a paying customer the ROI would be huge it it's a no-brainer the whole system would pay for itself with only one successful lead so the AI agent job here is simple find out if they are interested in a free roof inspection if they are get their availability and then schedule the inspection ction that's it three steps I know this setup might not be totally realistic but I just want to show you the mechanics how this AI agent can call qualify leads book demos or schedule appointments and then the same can be applied to any service-based businesses um like already discussed dental clinics um Beauty clinics uh insurance companies Merchant credit card companies you know and so on but today we are going to do a roofing company so let me show you a quick demo then I'll break down how it all works and after that I'll show you step by step as always sharing my screen how to build it so that you could do it [Music] yourself is this bodan hello yes this is Bogdan hey Bowden it's Ben from bosar roofing company how's your day going um all good all good how are you um I'm great thanks for asking I'm calling to offer you a free no obligation roof inspection interested um a roof inspection yeah a little TLC for your roof interested in scheduling the inspection um yes yes why not when all right cool we've got flexible options what day and time work for you uh let's do tomorrow 2 p. m. I'm sor sorry but we are already booked for that time how about we schedule for the day after tomorrow at 10: a.

m. instead uh yes let's do it after tomorrow at 10: a. m.

got it you're all set for the day after tomorrow at 10: a. m. our specialist will be there thanks for your time bog in have a great day thank you byebye all right this is to visualize how the whole system is going to work we are going to start with Google Sheets this is our elad's database we have first name last name phone number email it can be a CRM system but for Simplicity we're going to use Google Sheets this lead data is going to be extracted by mag.

com and then it will be passed to relevance AI via API so we're going to pass all these data points such as first name phone number email address and then relevance AI is the tool we are going to use today to build this whole solution there are a few main components such as agents and tools agents can be provided with core instructions they have ability to reason right and to complete their task they can use different tools we're going to create these tools separately and then add as a toolkit for our agent okay so again once our lead data variables are passed via API to relevance AI this API call is going to trigger our agent to initiate the task okay then then the the instruction I I provided my agent with are the following get available slots first then when it knows which which slots are available to book a meeting it is going to make a call there is a specific script to run that call and during this call it is going to offer a free roof inspection if that lead is interested in that we will get the availability the preferred time and if that preferred time aligns with our available slots we're going to call the third tool and book an event in our Google Calendar if the preferred time from thead uh is not available because we have another event already scheduled then our agent should understand that and offer different time slot that is within our available slots now I'm going to show you how relevance AI looks like this tool is really flexible you can basically create various Agents from templates and just you know modify them to your needs or of course you can create one um from scratch okay so let me show you the agent I created for this particular tutorial first of all we have core instructions this is the objective for our agent it should describe how the agent should work as simple as that then we have flow Builder I'm not going to dive into that today I'll keep it for the next video but flow Builder consists of conditionals and instructions so it means that conditionals are decision points if that happened then do this it basically allows you to structure the whole workflow in a more precise way then we have connected resources abilities tools and sub agents there is a lot to unpack with abilities and sub agents but again I'm not going to do that today let's focus on tools so we can create different tools add them to your agent and then include them in your core instructions for example here before the call use get calender availability tool to get the available time slots and that's how it works then there are advanced settings you can basically go through them and uh set up everything according to your needs you can change the llm here but I'm okay with using gbt 40 mini let's go to the core instructions and just understand how they should be structured objective before the call use the get calendar availability tool to get get the available time slots so I wanted to know which time slots are available before making my call conduct cold calls to home owners offering a free no obligation roof inspection the call should be straightforward following a simple script introduction ask if interested schedule appointment if yes or politely end the call if not all inspections are 30 minutes long work out the end date from the start date plus 30 minutes then call the user using call the user tool only use the call step once never might explain so I basically added a few points here based on my iterations um but this is how it looks and by the way you can download this template of the whole agent and then use it in in your project so no need to build it from scratch you can find all the templates uh both uh for relevance Ai and for mag. com scenario in my school community and the link will be provided in the video description all right so once we have this objective we need to add tools and tools are very interesting let me show you how to build them so for example we have uh called the user but before calling the user let's follow our sequence the first tool to use is get calendar availability so let's go to this one for tools you have three main tabs use build and logs use is to initiate the tool build is to configure everything and logs is basically a a record of how it's being used let's switch to the build tab here first of all you need to name your tool provide the description uh try to make it as precise as possible then you can add the knowledge base basically to provide some context about your topic the next section is user inputs here we need to Define what information the user should provide this tool and again it could be provided manually like you can chart with this tool and provide those inputs or it could be fetched from a third party tools via API for example and uh it will be passed as variables programmatically how to define these inputs uh you just need to click on the type of the input and a new field will be created okay so first of all you can name it then you can enter description to help user or agent understand input you can set some values here like I did and this is my time in ISO format and then you can click Set current value and it will be um set as default and then you can rename this variable according to your needs in my case it's start date and then you can use this variable for configuring another tool or using it in your core instructions for the agent so it is very very useful here so my inputs here are start date end date and meeting duration and I'm going to pass all of them from make. com then we need to add another step which is to check Google Calendar availability so we just click on this plus button search for Google and then check Google Calendar availability it is already preconfigured but you need to to add your variables first of all connect your Google uh account then for start date you need to click on this Carly brackets icon to be able to select your variables so I'll just select the variable I created above right in my input section then end date again click on this icon for variables select end date then slot duration again clicking on this icon and selecting my meeting duration cool start time of working hours uh so I wanted to start at 8 and end time of working hours let's say 18 6 p.

m. okay time zone just select your time zone doesn't matter but this is for your reference I have it already created here above and then this is going to be a variable that you can use in your next tool so for example I'm going to set the start date the end date then this tool is going to check the available slots within those time frames and the result will be this variable which I can use as an input for my next tool which will be call the user okay I hope that makes sense let's quickly delete this and go to call the user tool here again switch to build Tab and we need to provide inputs for this tool so again I created all of them manually first name gave it a name first name last name gave it a name last name phone phone available time slots here as I just explained I use check Google Calendar variable which is basically this one so the output from this tool is going to be used as an input for this tool then you need to add another step which is make phone call so when you click on this plus button you can search for make um phone call and there are two options make phone call like this or V AI make phone call the difference is that M phone call is going to use VY anyway but it will be preconfigured and they will use the number and the account that belongs to relevance AI if you choose V AI make phone call then you can connect your own VAP AI account I selected make phone call and I'm going to use the default account that is created by relevance AI so there are pros and cons I don't need to set it up but I cannot change any settings uh let's stick to this one for for this tutorial and here you need to provide the whole script for um for the call the whole system prompt for the agent if you will first of all the phone variable that is going to be fetched from mag. com and used as an input here then we need to select our assistant model uh let's stick to 3.

5 turbo then you need to enter assistant system prompt so in my case I gave it a roll you are an experienced outbound color for the bosar roofing company then I describe it task uh some notes be sure to be kind and of kind of funny and witty um keep all your respones short and simple and use casual language phrases like um well and I mean uh blah blah blah so this uh I also I also noted that this is a voice conversation so keep your responses short like in real conversation don't ramble for too long Etc then there is assistance prompt and here I just described the the whole script for the conversation so there is greeting hello is this first name first name is going to be uh pulled from make. com from our Google spreadsheets and then basically the whole um conversation and how it should be conducted then there is assistant first message which is optional but I decided to include it hello is this first name then there is assistant final message then there is one more step um YP Ai call details so you only need to to input this variable here how to find it this is the variable above right from our previous step you just need to start searching for variables it is VAP AI send call Managed so let's uh find it V AI send call Managed and you should use the one with call ID at the end this way it will be set up properly and our agent for example we'll be able to use call details for its work all right let me show you the third tool which is book event in calendar and how to set it up let's go to build and here again the same thing you you should name it first at the description you can add the knowledge base if you wish let's configure the user inputs again the first one I named it event title it should be the name of the event which it will create in my calendar then there is variable event title the second input is meeting description summary of what the event will be about meting description variable again you each time you create it uh and name the variable to be able to use it later on then start time end time at ND email first name and then based on all these inputs it will create the calendar event you just need to click add button search for or create find create in my case it is Google but you can also use outlook Calendar create Google Calendar event connect your Google account and here just again add your variables that you created event titles for event title description it is optional so I just skip it then start time again click this uh icon for using variables start time is start then end time is end ATD mail list new item so you can add a list of atds or in my case um it is going to be a variable which is email all right yes so why why least because here uh you can add not a string but for example an array which is text list right so it is an array and you can add several emails of your employees and all of them will be added each time when the calendar event is created but in my case there is only one email that is passed from me. com plus my email one more email which will be stipulated here in core instructions so I said if the requested time is available based on the call summary use book event in calendar to book the inspection in the calendar when you do that the attendees should include two email addresses the first one is my email and I clearly stipulated my email and the second one is the one provided as at andd email and I'm going to provide this at andd email from mag.

com via API because I have it in my lead list all right let's go back to book event in calendar tool so once you created this step to actually create a Google Calendar event let me um delete this one this tool is done just click save then you need to add this tool so when you go back to your agent configuration uh screen you can add tool and you can add the tools that you created and you must do it in order to be able to use them for this agent then in your core instructions you can just press slash and select the Tool uh which you'd like to use in that context okay I think that's it for the the agent configuration and tools configuration now the main thing to do is to connect it to make. com so when you go to agent profile there are Integrations and triggers here and you can basically trigger it by some actions from other tools like from hopspot whenever a new lead is created a new profile in your CRM is created it will trigger this agent but I decided to go with API so we just click on API and you will be provided with the instructions to use in order to pass the information to this agent so let's go to make. com and then we will use these instructions for the last module in our scenario so this is my mag.

com scenario which kind of variables are we going to send from mag. com to relevance AI so for the first tool for get calendar availability we are going to send start upd dat this input and end date this input then for call the user we are going to send first name last name phone and that's it available time slots will be generated by our first tool and for the last tool for book event in calendar we are going to send attend D email as well from our Google spreadsheets so let me show you how it's set up the first module is Google Sheets watch new rows here you just need to connect your Google account um connect the relevant spreadsheet ID uh it's all very straightforward and I limited it to one because I want to process only one row at a time then I have two chat GPT completion steps uh again you just input your API key from open Ai and connect your account select the model and then I have system prompt and user prompt so system prompt is I'll provide you with the current time and format it according to my requirement so this is the format of the time that my relevance AI tool expects right right here so I just took this value and input it as an example for my chat GPT prompt and then there is a user prompt this is the current date time I used make. com default function here to provide CH gbt with the current time and then I wanted to get the available slot for the next 14 days right so the next CH GPT completion step is to get the end time right I'll provide you with the current time add 14 days and only output the date time in the same format this is the current time so this chat GPT completion step will provide me with the start date which is now and the second open AI completion step will provide me with the end date which is now plus 14 days from now okay and then we need to configure this HTTP make a request module again we just need to go to relevance AI documentation and follow the steps described here the first thing is endpoint so here's the method post and the URL you need to use just copy it go to me.

com paste it here then select method post then we need to add headers again go to your documentation here you will see here headers content type application Json then we have authorization your API key okay so let's first add two headers content type application gon and then authorization your API key so the first header is authorization and my API key API key you can generate right here just generate API key and you can use it uh let's just copy it and paste it here and the second header is content type gon according to the instructions from relevance Ai and then we need to enter the body here so again go to relevance AI documentation there is request body example so we can copy this then paste it here in mag. com and then you see here is content hello so instead of hello I just pasted all my variables that are expected by my tools so first name and I selected my variable generated by Google sheet module last name as well phone number I used phone again the variables should be exactly the same as you stipulated in your tools so you see that was first underscore name lastore name phone and I used exactly the same here first underscore name then my variable last underscore name my variable phone my variable then start date and end date these two variables will be expected by my first which is get available slots and email meeting duration just a static number 30 minutes and then agent ID will be prepopulated by default here and because you click it within your specific agent you click API and you'll have this agents ID already here okay this is all ready and done so if I click run once you can also schedule it to run every 15 minutes or every day or every minute but I'll just run it once for test purposes it should use this information so Bogan my number my email and then it should create a calendar event in my calendar I am going to say that I will be available at 2: p. m.

tomorrow so today is Saturday yeah it's almost 11:00 p. m. so I'm a bit tired but I'll say my preferred time is tomorrow 2 p.

m. it should realize that it is already booed booked and offer me some other time slots let's see I'll just click run once and let's do [Music] it is this bodan hello yes this is Bogdan hey Bowden it's Ben from bosar roofing company how's your day going um all good all good how are you um I'm great thanks for asking I'm calling to offer you a free no obligation roof inspection interesed um roof inspection yeah a little TLC for your roof interested in scheduling the inspection um yes yes why not when all right cool we've got flexible options what day and time work for you uh let's do tomorrow 2 p. m.

I'm sorry but we are already booked for that time how about we schedule for the day after tomorrow at 10:00 a. m. instead uh yes let's do it after tomorrow at 10:00 a.

m. got it you're all set for the day after tomorrow at 10 a. m.

our specialist will be there thanks for your time Bogden have a great day thank you byebye so I'm not going to uh to do any Cuts let's see if it schedules it live so here a new event should appear and by the way you can track uh everything what's going on in your agent logs right here all the all the tasks so this task is completed um yeah so there is a new event free roof inspection all good so it's booked and you can always check what happened during the task so first it used get calendar availability that was my input that was my end date and my start date and meeting duration then this was the output from my get calendar availability task so all the available slots in the next 14 days each of them is 30 minutes long then we had call the user and again the input was the output from the previous tool all these time slots then my first name last name and phone uh these were passed from make.