1. Choose the Call Type: Outbound vs. Inbound
When creating a new call campaign, the first step is selecting the call type:
Outbound Calls: Alex reaches out to your prospects proactively.
Inbound Calls: Ideal for high-intent leads, such as website visitors or form submissions.
This selection determines how Alex generates and tailors the script.
2. Enter the Website URL
After selecting the call type:
Enter the website URL your calls should be based on.
Click Generate.
Alex will automatically create a script customized for inbound or outbound conversations—depending on your selection.
3. Review the Script Sections
Once generated, you’ll see key components of the script:
Opening Line
This is the first sentence Alex will say on the call.
It’s crucial to customize this line.
4. Customize the Opening Line
Type your desired opening sentence.
You can insert dynamic fields from Compass, such as:
Prospect’s first name
Company name
Other mapped fields
Tip: When Compass variables appear in the format {{variable}}, Alex will automatically personalize them during the call.
Example:
Instead of writing “Hello, is this the prospect?”, use:
Hello, is this {{first_name}}?
5. Edit and Structure the Script
Below the opening line, you can customize the full script Alex will use.
Add Headers
Use two asterisks ** to create section titles.
Example:
**Non-negotiables**
Add Bullet Points
Under each section, add bullet points to instruct Alex on tone and behavior.
Example:
Always be polite
Listen carefully before responding
Confirm understanding when needed
These prompts help Alex follow specific guidelines during live calls.
6. Refine the Script (Optional)
Click Refine to let Alex review and improve the script.
Refinement includes:
Smoother phrasing
Corrected grammar
Improved clarity and structure
7. Save and Test
Once the script is ready:
Click Save.
Use the Test Call option to hear how Alex delivers the script in a real call scenario.
This helps you validate the flow before launching your campaign.