Call to Action tools help convert phone calls into specific outcomes. This article explains the CTA tools available.
What CTA Tools Do
Call to Action tools enable your AI agent to drive specific actions:
- Send links to callers
- Forward calls when needed
- Capture lead information
- Trigger follow-up processes
Send Booking Link
When configured with the booking manager, this tool:
- Collects the caller's phone number
- Sends an SMS with your booking page URL
- Allows caller to complete booking online Best for:
- Businesses with online booking systems
- Callers who prefer self-service
- After-hours inquiries
Call Transfer
When human assistance is needed:
- Agent recognizes the request
- Informs the caller about the transfer
- Forwards to configured phone number Configuration required:
- Transfer phone number
Use Cases
Converting Inquiries
When someone calls asking about services:
- Agent provides information
- Offers to send booking link
- Captures interest for follow-up
Handling Complex Requests
When requests are beyond AI capability:
- Agent recognizes limitations
- Offers human assistance
- Transfers appropriately
After-Hours Capture
During closed hours:
- Agent takes message or request
- Sends booking link for self-service
- Ensures no opportunity is missed
Configuration Tips
Transfer Phone Number
Ensure the transfer number:
- Is answered during business hours
- Has someone ready to help
- Has voicemail as backup
Booking URL
Ensure the URL:
- Works on mobile devices
- Loads quickly
- Is easy to navigate