How do I have an AI work through my contacts like a salesperson, and how many can run at once?
Use a worker. A worker is an AI that follows your SOP, like a salesperson or customer service person.
- Give it your SOP.
- Set the days and hours it works, for example Monday to Friday, nine to five.
- Choose which contacts it works, such as everybody in your sales pipeline.
- Lock it down to specific tools, or give it all tools.
It then works each contact, for example getting people scheduled for a demo, and you can open each contact to audit what it did. Votel uses a worker itself for onboarding and booking meetings.
To run several workers at the same time, increase the concurrency. The interface allows up to five running at once. If your use case needs more, contact Votel and more can be set up.
For a recurring job, use a scheduled task instead, for example every day at 9 AM check the sales inbox and act on it. Anything beyond workers and scheduled tasks is best built as a custom web app.