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How to Set Up AI Voice in LeadTruffle

Step-by-step guide to activating and customizing AI Voice to answer and route calls in LeadTruffle.

Bryan Shankman avatar
Written by Bryan Shankman
Updated over 4 weeks ago

Introduction

AI Voice in LeadTruffle lets you handle incoming calls using an AI-powered assistant that can screen, qualify, and transfer callers—all while providing a great customer experience. This feature is available on Pro and Expert plans.

Step 1: Set Up Call Forwarding

You must forward calls to your LeadTruffle AI number.

Choose one of the following options:

  • Full Call Forwarding: All calls route directly to AI Voice.

    • Useful for spam filtering or when AI should handle all first-touch interactions.

  • Conditional Call Forwarding: Calls only forward if unanswered after a few rings.

    • Great as a fallback when you want a chance to answer first.

📌 Tip: Call forwarding setup differs by carrier (Verizon, AT&T, VOIP providers). See our call forwarding help articles for detailed instructions.

Step 2: Configure AI Voice Settings

  1. Fallback Number:

    Set a backup number in case the AI is unavailable. Avoid using the same number that’s forwarding to LeadTruffle to prevent loops.

  2. AI Agent Instructions:

    • Keep prompts general and conversational—unlike SMS, voice requires tone flexibility.

    • Example: “If the caller is a new customer, ask for service type, location, and contact info.”

  3. Voice Selection:

    • Preview available voices and test live by calling your LeadTruffle number.

  4. AI Greeting Template:

    Customize your intro:

    • Example: “Hi, this is [Business Name]’s AI assistant. How can I help you today?”

    • Be transparent that it’s AI—users respond better when it’s clear.

Step 3: Enable Call Transfers

Allow your AI to route calls based on context.

  • Click Enable Call Transfers and Add Transfer Option.

  • Set:

    • Transfer Condition (e.g., “If urgent issue” or “If caller requests human”)

    • Destination Phone Number

    • Transfer Message (e.g., “Let me transfer you to Brian now.”)

Up to 5 transfer rules can be added.

Step 4: Add SMS Follow-Ups

After a call, you can automatically send a tailored text.

  • Set trigger conditions (e.g., “Asked about updating billing card”).

  • Customize the follow-up message (e.g., “Update your card here: [Link]”).

  • Optionally enable AI follow-up to handle replies using your existing AI knowledge base.

By following these steps, you’ll fully activate and personalize AI Voice, creating a seamless phone experience for your leads.

Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

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