Using AskAI Trigger Presets

Trigger Presets are prebuilt configurations that help you quickly get started building Triggers using proven, successful starting points. These presets let you leverage AI-powered insights without building everything from scratch. You can customize any preset to fit your business needs.

IMPORTANT: AskAI Trigger Presets powered by ChatGPT will incur additional usage-based charges. The rates for these charges will vary, based on the selected CTMAskAI Model within your Trigger action(s).

How to Use AskAI Presets

AskAI presets automatically configure the AskAI trigger for you based on common use cases. As new features and use cases are introduced, additional presets may become available.

To use presets:

1. Go to AI Tools > AskAI. This will open a new trigger.
2. In the General section, click the Use a Preset button.
3. Select the preset you want to apply, then click the Save Changes button.

 

Available AskAI Presets

AskAI: Call Summary 

What it does:

Automatically summarizes phone calls into two or three concise sentences based on the call transcript and assigns the output to a Summary field.

Should I expect additional setup?

Yes, additional configuration is required to customize how summaries are generated.

AskAI: Qualified Lead 

What it does:

Analyzes the call transcript to determine whether a call represents a qualified lead and assigns the output to a field of your choice.

Should I expect additional setup?

Yes, additional configuration is required to customize what qualifies as a Lead for your business.

AskAI: Call Outcome 

What it does:

Automatically tags calls with an outcome label based on AI analysis of the call transcript.

Should I expect additional setup?

Additional configuration is only needed if you want to customize Categories, Definitions, Indicators, Examples, and Rules to meet your business needs.

AskAI: Agent Performance Scoring 

What it does:

Scores agent performance quality with a 1 to 5-star scoring system based on AI analysis of the call transcript, and assigns the rating for the agent to the Score Panel.

Should I expect additional setup?

Additional configuration is only needed if you want to define and personalize scoring based on your unique business criteria.

AskAI: Lead Scoring 

What it does:

Scores lead quality with a 1 to 5-star scoring system based on AI analysis of the call transcript, and assign the rating for the lead to the Score Panel.

Should I expect additional setup?

Additional configuration is only needed if you want to define and personalize scoring based on your unique business criteria.

AskAI: Spoken Referral Source 

What it does:

Identifies referral sources mentioned during a call and documents the source at the contact or activity level into a field of your choice.

Should I expect additional setup?

Additional configuration is only needed if you want to customize the list of referral sources, referral outputs, and rules that direct the AI.

AskAI: Marketing Insights

What it does:

Identifies call drivers, categorizing call types, and tracking outcomes to reveal why calls convert or fail.

Should I expect additional setup?

Yes, additional configuration is needed to create custom fields and map them.

If you're looking to implement custom logic, unique qualification criteria, industry-specific definitions, or want more granular control over AskAI behavior, you can create fully customized AskAI Triggers without starting with a preset. See our AskAI Knowledge Base article for more start-to-finish details on building AskAI Triggers to meet your specific business needs.