Abby Client Call Flow Configuration (Onboarding)

Abby Client Call Flow Configuration (Onboarding)

1. 01

   Log into Abby dashboard and navigate to 'Clients' section

   Select the target client from the list or create a new client profile using the 'Add Client' button.

2. 02

   Open 'Call Flows' tab and click 'Create New Flow'

   Choose between 'AI Receptionist' or 'Human Receptionist' based on the client's plan and budget.

3. 03

   Configure business hours and after-hours routing

   Set time zones, business hours, and select fallback actions (voicemail, transfer to on-call, or message forwarding).

4. 04

   Input up to 5 FAQs for the AI receptionist

   Write question-answer pairs that the AI will use to handle common inquiries. For Human Receptionist, provide a script guide.

5. 05

   Integrate client's calendar (Calendly) and CRM (ActiveCampaign)

   In the 'Integrations' panel, connect Calendly for scheduling and ActiveCampaign for contact sync. Test a sample booking.

6. 06

   Set up call transfer rules and escalation paths

   Define conditions (e.g., caller requests manager, after-hours) and map to phone numbers or voicemail boxes.

7. 07

   Enable live web chat and configure chat triggers

   Toggle 'Live Web Chat' on, customize the chat widget appearance, and set proactive messages based on page visits.

8. 08

   Run a test call and review logs in 'Call History'

   Place a test inbound call, verify the flow, check data capture in CRM, and adjust scripts if needed.