In this episode of the podcast I speak with Ed Axe, the founder of an AI Automation Agency who used Synthflow to call 150,000 leads for a client.

Summary

In this conversation, Tom and Ed Axe discuss the transformative role of AI in sales automation, particularly through the use of voice agents. Ed shares his extensive experience in building automation systems and highlights a successful case study involving a large-scale calling campaign. They explore the intricacies of workflow design, the importance of multi-channel communication, and the challenges faced in scaling up calling campaigns. The discussion also touches on client engagement strategies, GDPR compliance, and the future of AI voice technology.

Takeaways

• AI agents can significantly enhance sales processes.
• Automation can save time and increase efficiency.
• A multi-channel approach improves lead engagement.
• Custom API calls provide flexibility in automation.
• Testing different setups is essential for success.
• SMS reminders can boost call pickup rates.
• AI can analyze call transcripts for better insights.
• Voice selection can impact the effectiveness of calls.
• Clarity in prompts is crucial for AI performance.
• Follow-up calls are important for nurturing leads.

Chapters

00:00 Introduction and Context
02:07 AI in Sales Automation
05:07 Ed Axe's Background and Experience
07:33 The Pool Services Use Case
10:19 Workflow and Integration Details
12:49 Scaling Up Calling Campaigns
15:50 Multi-Channel Approach and SMS Strategies
18:20 Advanced Automation Techniques
21:01 Market Opportunities in Brazil and Beyond
23:59 Structuring Client Deals and Project Types
27:16 Pricing Models and Client Management
30:58 Conversion Rates and Cold Lead Strategies
34:32 Handling Background Noise in Calls
35:56 Voice Selection and Campaign Outcomes
36:42 Prompting Techniques for Effective Communication
38:50 Balancing Script Flexibility and Structure
40:52 The Importance of Sentence Length in Scripts
42:28 Managing Call Redirections and Follow-Ups
44:29 Enhancing Call Experience in Voice AI
46:04 Custom Actions and Integration Flexibility

Podcast Show Notes: Fireside Chat with Tom Chapland of Canonical AI

Episode Overview:
In this episode, we sit down with Tom Chapland, CEO and co-founder of Canonical AI, to discuss the evolving landscape of voice AI agents. Tom shares insights into how Canonical AI is helping developers and their customers gain visibility into the performance of voice AI agents, unlocking growth and building trust. We also dive into Tom’s journey from agriculture technology to voice AI, the challenges of building voice AI systems, and the future of the industry.

Chapters:
Key Takeaways:

• Visibility is Key: Canonical AI helps developers and their customers gain visibility into voice AI agent performance, building trust and unlocking growth.
• Voice AI is Still Emerging: The voice AI space is rapidly evolving, with many opportunities to improve and refine voice AI agents.
• Integration Made Easy: Canonical AI offers easy integration with platforms like Synthflow and Make, making it simple to start analyzing call data.
• Future Features: Canonical AI is working on advanced features like self-healing systems and more granular analytics to further improve voice AI agents.

Call to Action:

If you enjoyed this episode, make sure to subscribe to our podcast and leave a review! For more insights and tutorials on voice AI, visit our Synthflow Academy.

This episode dives deep into how Scott AI from workrr utilizes workflow automation tools and CRM systems like GoHighLevel to successfully leverage voice AI in his clients' businesses. Scott shares his journey from 2010 into the automation space, focusing on the evolution of voicebots from the early days of robotic systems to today's conversational AI. He discusses his agency's approach, particularly emphasizing how they use platforms like Zapier, and the importance of meticulous prompting for optimal AI performance.

Key takeaways:

• Scott's experience: Scott's early adoption and understanding of voice AI give him valuable insight into how businesses are succeeding and struggling with this technology.
• Emphasis on systems: Scott's core message centers around creating well-structured systems. This extends from the onboarding process for new clients and staff to modular workflows within the agency.
• Importance of Prompting: Precise and detailed prompting is crucial for getting desired results from voice AI. The conversation highlights how avoiding negative prompts and focusing on clear, specific instructions leads to more accurate and helpful responses.
• Modular work-flows: The use of modular workflows allows for scalable and adaptable systems. This modularity eases training and makes the agency's services easier to understand and deploy.
• Voice AI beyond simple phone calls: The conversation emphasizes that effective use of voice AI involves a multi-channel approach. This means integrating voice with email, text, and live chat to handle a wider range of customer interactions effectively, not just focusing on individual phone calls.
• Customization and context: Emphasis on the importance of providing the AI with ample context and instructions tailored to each use case. This goes beyond providing a knowledge base, focusing on scripting and giving examples to produce more human-like responses.
• Agency Onboarding: The conversation highlights an automated onboarding process for agencies, making the whole experience much more streamlined.
• Scaling and training: The emphasis on modularity and well-structured systems facilitates scaling and training new personnel efficiently.

Further Discussion Points (from the Q&A):

• Handling AI hallucinations: The discussion underscores that AI accuracy hinges on comprehensive, accurate prompting and avoiding overly complex prompts.
• Tools: The conversation details specific tools, including:
  • GoHighLevel: For CRM and automation.
  • Synthflow: The core automation platform.
  • Zapier/Webhook.site: For integrations and automation.
  • ZappyChat: For email and text communication.
• Pricing and Service Packages: The show reveals typical pricing for agency setup fees and monthly retainer services, highlighting the range within the voice AI market.

Overall: The episode is valuable for marketing agencies considering or already utilizing AI voice solutions. The focus on systematization, modularity, and detailed prompting provides actionable strategies for improving voice AI performance and achieving tangible results.

In this conversation, I speak with Jake Setterlun. Jake is an award-winning marketer who scaled his agency to tens of millions of dollars in revenue and has recently started offering voice AI solutions to his clients. In this conversation, we explore all the different things he's thinking about when it comes to voice AI, how he's framing his offer, and much more.

SIGN UP FOR SYNTHFLOW

→ Website: https://synthflow.ai/
→ Become an Affiliate: https://synthflow.tolt.io/

LEARN MORE

→ Blog: https://blog.synthflow.ai/
→ Pricing: https://synthflow.ai/pricing
→ Docs: https://docs.synthflow.ai/
→ Twitter: https://x.com/SynthflowAI
→ LinkedIn: https://www.linkedin.com/company/synthflowai/
→ Feedback: https://feedback.synthflow.ai/
→ Brand Assets: https://synthflow.ai/brand
→ Changelog: https://feedback.synthflow.ai/changelog
→ Whitelabel: https://docs.synthflow.ai/docs/whitelabel-solution-overview
→ API Docs: https://docs.synthflow.ai/reference/getting-started-with-your-api

WE’RE HIRING

→ Careers: https://mirror-biplane-a1f.notion.site/Join-Synthflow-AI-0c714d33aa47435388a843ff59b14434

LEGAL

→ Terms of Service: https://docs.synthflow.ai/docs/terms-of-service
→ Privacy Policy: https://docs.synthflow.ai/docs/privacy-policy

In this conversation I'm joined by Leonard Poppel and Maximillian Huber of malmachen for a chat about everything involved in building a voice AI agency. Leonard has been in the voice AI space for a long time and with Synthflow they're now building out their Agency solution to offer it to clients inside of Germany. In this conversation, we dive into everything involved: how they're structuring their offers, how they're building and deploying their assistants, and what they're moving on to next. Enjoy.

Check out malmachen here - https://malmachen.com/

SIGN UP FOR SYNTHFLOW

→ Website: https://synthflow.ai/
→ Become an Affiliate: https://synthflow.tolt.io/

LEARN MORE

→ Blog: https://blog.synthflow.ai/
→ Pricing: https://synthflow.ai/pricing
→ Docs: https://docs.synthflow.ai/
→ Twitter: https://x.com/SynthflowAI
→ LinkedIn: https://www.linkedin.com/company/synthflowai/
→ Feedback: https://feedback.synthflow.ai/
→ Brand Assets: https://synthflow.ai/brand
→ Changelog: https://feedback.synthflow.ai/changelog
→ Whitelabel: https://docs.synthflow.ai/docs/whitelabel-solution-overview
→ API Docs: https://docs.synthflow.ai/reference/getting-started-with-your-api

WE’RE HIRING

→ Careers: https://mirror-biplane-a1f.notion.site/Join-Synthflow-AI-0c714d33aa47435388a843ff59b14434

LEGAL

→ Terms of Service: https://docs.synthflow.ai/docs/terms-of-service
→ Privacy Policy: https://docs.synthflow.ai/docs/privacy-policy