V2 : How Do I Know Who Has Been Called?

V2 : How Do I Know Who Has Been Called?

1. Access the Contacts Tab

  • Start by logging into your CRM and navigating to the Contacts tab. This is where you'll begin the process of creating your smart list.

2. Utilize More Filters

  • Within the Contacts tab, look for an option or button labeled More Filters. This feature allows you to apply specific criteria to your contact list.

3. Select the Tag Filter

  • Within the filters options, find and select the Tag filter. You will be using this filter to identify contacts based on their interaction with the bot.

4. Choose AI Call Tags

  • Set the tag filter to Is Any Of and then select all the tags related to AI calls. These tags are used to mark contacts that have been called by your bot. Choosing all relevant AI call tags ensures you capture every contact that has been interacted with.

5. Apply the Filter

  • Once you have selected all the AI call tags, click outside the filter box or on the Apply button to activate the filter. This action will refine your contact list based on the selected criteria.

6. Finalize Your Smart List

  • After applying the necessary filters, your CRM will display a list of contacts that have been called by the bot. If no further filtering is needed, you have successfully created a smart list of bot-called contacts.

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