Grow AI's voice agent answers inbound calls when your team is unavailable, gathers case details, screens callers for fit, and books consultations on the call for qualified leads. Calls that come in after hours or when your lines are busy are routed to the agent automatically once you set up call forwarding. This article covers how administrators can set up, configure, and test the voice agent, and how to review leads it captures.
Set up the voice agent
- In Clio Grow, go to Settings > Grow AI.
- Click Channels.
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Select Phone.
Note: Take note of the phone number assigned to your firm. You have to configure your firm's existing VoIP or phone system to route inbound calls to this phone number. Refer to your provider's documentation for instructions. For example, if your firm uses RingCentral, search for call forwarding instructions in RingCentral's support documentation.
- Optional: Click Click here to test it out.
- Click Edit voice and greeting where you can modify the greeting, select a voice and the speed at which the agent speaks.
- Click Call now to hear what the voice agent will sound like and to test that your practice areas, screening questions, and consultation booking works as intended.
- Click Done.
Intake leads from the voice agent
Once the call is complete, clients who meet eligibility criteria you set will be turned into clients. Other leads will appear in your lead intake in Clio Grow alongside leads from other channels (Website chat and Email) where you can follow the same intake flow to turn leads into clients. Each voice lead includes:
- Personal details collected during the call
- A lead score and screening results
- A summary of the call generated by Grow AI
- A full transcript including the caller's situation and any outstanding questions they had
- The reason the agent could not complete intake, if applicable