Voice AI — Overview and Setup Guide – effi

Effi’s Voice AI allows you to automatically call leads, qualify prospects, leave voicemails, send follow-up SMS messages, and book appointments — all without manual dialling.

Whether you’re contacting new enquiries, following up on refinance opportunities, or managing asset finance leads, Voice AI helps your business engage every lead quickly and consistently.

Voice AI includes the following capabilities:

Feature	Description
🌍 80+ Languages	Communicate naturally with customers in more than 80 languages.
💬 Two-Way SMS	Continue the conversation via SMS when a customer replies to your Effi business number.
🔊 Multiple Voice Options	Choose from a range of natural-sounding voices and tones.
🎙️ Custom Voice (Coming Soon)	Record and use your own business voice for a personalised experience.
📅 Appointment Booking	Book meetings directly into your calendar.
📝 AI Summaries	Automatically generate call summaries, notes, and outcomes.
🔗 CRM Integration	Create and update leads and activities automatically in Effi.

Activating Voice AI

Click your profile icon in the top-right corner.
Scroll to Activate Voice Bot.
Complete your business profile setup.
Click Launch to open the Voice AI dashboard.

A default set of AI agents will be created automatically to help you get started.

Building and Configuring Agents

Agents are your virtual callers, each configured for a specific purpose such as:

New lead introduction
Refinance follow-up
Asset finance qualification
Appointment confirmations
Nurture campaigns

Agent settings

Setting	Purpose
Voice & Personality	Select tone, pace, and speaking style
Opening Line	The first message the AI delivers
Voicemail Message	Message left when a call is unanswered
Goal	The objective of the call
Appointment Profile	Questions asked to qualify the lead

Appointment Profiles

Appointment profiles allow you to define which questions the AI asks, such as:

Name and contact details
Loan purpose
Deposit amount
Employment status
Existing lender
Timeframe to proceed

Questions can be marked as mandatory or optional depending on your process.

Triggering calls

Navigate to the Outbound section to launch calls.

Single call

Click New Outbound Call
Select an agent
Enter lead details
Click Trigger Call

Bulk upload

Download the Excel template
Populate lead details
Upload the file
Launch the campaign

Up to 1,000 calls can be initiated in a single upload.

Pricing

Voice AI calls are billed at:

$0.50 per minute

Most calls average between 2.5 to 3 minutes.

Reviewing call results

After each call, you can access:

Call recording
Full transcript
AI-generated summary
Call outcome
Appointment status

For bulk campaigns, downloadable reports provide performance insights across all calls.

📞Home Loan Call with AI Janet:

📞Car Finance Call with AI Janet:

CRM integration

When a lead is successfully qualified or books an appointment, Effi can automatically create or update a lead record, including:

Appointment date and time
AI summary and notes
Recommended next action
Call recording link

For Enterprise clients, Voice AI can be triggered automatically when a lead enters a specific workflow stage.

Best Practice Recommendation

Before going live:

Activate Voice AI
Configure one agent
Run a test call to yourself or a colleague
Review the transcript and summary
Refine the script as needed

This allows you to experience the conversation from the customer’s perspective and fine-tune the messaging.

Summary

Effi Voice AI helps you respond to leads instantly, qualify them consistently, and book more appointments automatically.

By combining AI-powered calling, two-way SMS, and CRM integration, your business can scale lead engagement while delivering a fast and professional customer experience.

Need Help?

If you experience any issues or need assistance, don't hesitate to contact Effi Support at support@effi.com.au.