Feb 2 (edited) • 🏰 Homebase
💥Outbound Custom Tools - Success
After many hours of trial and error, I finally managed to get the following functions executed for my AI outbound caller:
  • Double dial when call not answered
  • Follow up every 3 hours, only during office hours.
  • When follow up not answered, return back into 3 hour follow up sequence
  • Count the number of times we have called and set total number of follow up calls (we set it to 9)
  • When counter hits 9 (you can set this to any number), remove from workflow and mark lead as dead and remove from pipeline.
  • Busy call back later - when a contact answers and says I'm busy, call me back at 5 today. Our workflow captures the exact date and time, creates an event and calls at that exact time! ⬅️ This was a b%#ch to get right!
If you have any questions - just ask - happy to share the knowledge 🎁.
Enjoy the rest of the weekend.
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Colin Wall
5
💥Outbound Custom Tools - Success
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