How to set up Missed Call Follow Up in LeadTruffle

Introduction

Missed calls can be a major source of lost leads for businesses. With LeadTruffle, you can set up automated missed call follow-ups to ensure that every call is acknowledged and followed up with an AI-driven response. This guide will walk you through the process of configuring missed call follow-ups in LeadTruffle.

Step 1: Accessing the Missed Call Feature

Log in to your LeadTruffle account at app.leadtruffle.com.
Navigate to Missed Calls on the sidebar.
If you see a "Pro" label and cannot access this feature, you may need to upgrade your plan or contact support to enable a trial.

Step 2: Setting Up a Phone Number

If you do not have a phone number set up, you will see a prompt to add one.
If you are on a **middle-tier plan**, select a **pre-approved number** from the provided list.
If you are on the **expert-tier plan**, you may have a **custom 10DLC number**.
Click **Set Up Phone Number** and select a number from the list.

This phone number is used internally for missed call forwarding and will not be visible to customers.

Step 3: Configuring Call Forwarding

To ensure that missed calls are forwarded to LeadTruffle:

Go to your VOIP or phone carrier settings(e.g., CallRail, RingCentral, Google Voice, Verizon).
Enable conditional call forwarding so that missed calls are forwarded to your LeadTruffle number.
Carrier-Specific Instructions:
1. Verizon: Dial `*71` followed by your LeadTruffle number.
2. Other VOIPs: Look for "Missed Call Forwarding" in your provider's settings.
If you need further instructions, try searching for `[Your VOIP Name] + missed call forwarding` or contact LeadTruffle support.

You can find a list of instructions for common carriers and VOIPs in LeadTruffle here.

Step 4: Setting Up a Voicemail Greeting

In the Missed Calls section, locate the voicemail greeting option.
Record a new greeting:
1. Click **Record Voicemail** and use a microphone in a quiet space.
2. Example: "Hi, this is [Your Business]. Sorry we missed your call! Please leave a message."
Upload a pre-recorded greeting (optional):
1. If you have an existing voicemail audio file, upload it instead.

Step 5: Configuring the AI Agent

1. By default, your AI agent will be blank but you can use the same settings as your Website Texting AI.
To copy these settings:
1. Click **Copy Settings from Chat Widget**.
2. This will apply the same AI responses from your website chat to missed calls.
Customizing AI Responses:
1. Add logic to determine if the caller is a new or existing customer

Final Steps: Testing & Optimization

1. Save all settings and ensure call forwarding is active.

2. Run a test call to verify voicemail, forwarding, and AI responses.

3. Monitor AI responses to refine your settings if necessary.

4. Contact [email protected] if you need assistance.

By setting up missed call follow-ups in LeadTruffle, you can ensure that every lead is responded to efficiently, improving customer experience and increasing conversion rates. Happy automating!

Missed Call Prompt - New vs Current Customer

You are specifically following up on missed calls.

First question:

Are you a current customer or a new customer?

If current customer, go to Current Customer below.

If new customer, go to New Customer below.

Current Customer

Ask the customer the following questions:

1. How can we help you today?

Based on the response, choose one of the following paths:

a. If they ask about a billing related manner, request they call our billing department at [BUSINESS PHONE]

b. If they ask about anything related to an upcoming service e.g. arrival times, scope of work, etc, say "Please provide your name, number, and email and a customer service rep will follow up with details!"

c. If they ask anything else say: "Got it, anything else I should know?" then when they provide details, close out the conversation as specified below.

New Customer

[EXISTING PROMPT TO QUALIFY LEADS]