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Welcome to another quick tips and tricks guide on creating an AI receptionist with Phonely! In this article, we'll show you how to send a text message using Phonely's workflows page based on specific trigger requests.

: If you're logging in for the first time, you'll see a navigation bar on the left side.

2. Navigate to the Workflows Page: Click on the "Agent" page and then select "Workflows".

: Click on "Create New Flow". You can also edit an existing flow if needed.

: Add a trigger condition, such as "when someone asks about call flows". This allows you to create different questions and branching answers based on the trigger.

: To send an SMS, start by asking for the customer's phone number.   

: Click "Save" after setting up the phone number question.

: Click the plus button to add an action and select "Send SMS Message".

: Link the SMS action to the phone number question.   

: Enter the message content. You can include answers to previous questions if necessary.

: Ensure everything is linked correctly and test the workflow to see if the SMS is sent as expected.

: Once satisfied, save the workflow and deploy it.

Here’s an example workflow to illustrate the process:

 Send an SMS to the provided phone number with the desired message content.

By following these steps, you can effectively send text messages to your customers using Phonely’s workflows. This functionality is a great way to enhance customer interaction and streamline communication.

For more tips and tricks on creating your own AI receptionist, follow our guides and stay tuned for more updates! 

If you have any questions or need further assistance, feel free to reach out to our support team.

Sending Text Messages

The Transfer Call block allows you to transfer calls externally from Phonely to different departments or individuals. It's useful for creating escalation routes or replacing traditional IVR systems.

Add the Transfer Call block to your workflow.

Configure the block with the destination phone number.

Optionally, combine with a Question block to determine the transfer destination.

1. Question Block:
Name: transfer_destination
Type: multiple_choice
Question: Which department would you like to speak with?
Options:
- Sales
- Marketing
- Miranda
- Will

2. Transfer Call Block:
Transfer Number: [Answer to transfer_destination]
Transfer Message: "I'm going to transfer you to 
[Answer to transfer_destination] now."

Use dynamic variables for transfer numbers

For handling frustrated customers who demand to speak with a manager:

1. Create a new workflow: "Call Escalation"

2. Start Flow:
Condition: Someone is frustrated and wants to speak to a manager

3. Transfer Call Block:
Transfer Number: [Manager's phone number]
Transfer Message: "I understand you're frustrated. I'm transferring you 
to a manager now."

Use clear naming conventions for your transfer destinations

Test your transfer routes thoroughly to ensure smooth handoffs

Consider adding additional blocks (e.g., for gathering more information) before the transfer if needed

For more detailed information and support, visit the Phonely Help Desk at 

How to Transfer Calls and Perform Call Escalation 

Transfer calls and perform call escalation 

Transfer Call

How to use Multiple API Requests In a Workflow

The API Request block allows you to integrate external services, such as appointment scheduling systems, into your Phonely workflow.


1. Start Flow:
Condition: Someone wants to schedule an appointment

2. Multi-Ask Block:
Question 1:
Name: name
Type: text
Question: What's your name?

Question 2:
Name: email
Type: email
Question: Get email address

Question 3:
Name: phone
Type: phone
Question: Get phone number

3. Question Block:
Name: schedule_method
Type: multiple_choice
Question: How would you like to schedule the appointment?
Options:
- Over the phone
- Send a text message with a link

4. API Request Block (if "Over the phone" is selected):
Method: POST
URL: https://your-api-endpoint.com/schedule
Headers:
  Authorization: Bearer your_api_key_here
Body:
{
  "name": "{{Answer to name}}",
  "email": "{{Answer to email}}",
  "phone": "{{Answer to phone}}"
}

Make POST or GET requests to external APIs

Include dynamic data from previous blocks in your request

Use authentication headers for secure API calls

Ensure your API endpoint is secure and can handle the expected request volume.

Handle potential API errors gracefully in your workflow.

Test your API integration thoroughly before deploying.

Use the response from one API call in subsequent API requests or workflow decisions.

Implement error handling and retry logic for more robust integrations.

Consider using webhooks for asynchronous processes that may take longer to complete.

. If you need additional assistance, contact the Phonely support team at support@phonely.ai.

How to use multiple API requests in Phonely's dashboard

API Requests in Phonely's Workflows

API Request

📅 How to Use Google Calendar Integration for Scheduling Appointments

Welcome! This guide will walk you through how to integrate Google Calendar into your workflows to easily schedule appointments. 🚀

: At the top, click on the “Workflows” tab to enter the workflows page.

: On the workflows page, click on the “Create Workflow” button.

: Give your workflow a relevant name, such as “Schedule Appointment.”

: Choose “Inbound Calls” for this tutorial. You can also set up workflows for outbound calls.

To gather essential information from the caller, set up a few initial questions using the drag-and-drop editor:

Who would you like to schedule an appointment with?

 (Useful if multiple doctors are available)

: Click on the “+” icon and select “Add Google Calendar.”

: Follow the prompts to connect your Google Calendar account.

: Give your appointment a name (e.g., “Doctor’s Appointment”).

: Specify the days and times when appointments can be booked. This helps avoid scheduling outside working hours.

Enhance the appointment description with additional features:

: Insert live variables to automatically pull information from previous questions (e.g., email address, phone number).

: Add details such as the patient’s name and the purpose of the appointment.

: Once all details are set, click “Save” to activate your workflow.

: Users can now schedule appointments by requesting to do so.

: Set up different types of appointments with varying durations (e.g., head appointment - 15 minutes, foot appointment - 30 minutes).

: Assign different doctors to different appointment types.

: Set up automated text messages to confirm appointment details after booking.

	•	Use the chat bot for additional guidance and tutorials.

	•	Customize the workflow to fit your specific needs and preferences.

That’s it! You’re all set to use Google Calendar for scheduling appointments. If you have any questions or need further assistance, feel free to reach out. Happy scheduling! 📅✨

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