How to Set Up ASIO Voice and Automate Calls to Your Leads

Before you begin

• Add or import the leads you want to contact in the ASIO CRM, including a valid phone number.
• Complete your business and organization details so the agent has the correct company context.
• Connect Google Calendar if the purpose of the flow is to schedule or confirm appointments.
• Decide the exact audience, offer, call objective, permitted calling window, and next step.
• Confirm that your outreach follows the consent, identification, privacy, and calling rules that apply to your business and location.

Open ASIO Voice

1. 1

   Open ASIO Voice

   Select ASIO Voice in the main navigation.

2. 2

   Start with a plain-language request

   In the main prompt box, say who the agent should call and what it should accomplish. You can also select the voice that will be used while you work.

   

Understand the Voice Manager

• Available minutes and the Recharge action.
• Calls placed, unique leads, answered calls, interested leads, successful outcomes, and no-answer results.
• Active and paused flows, with performance by flow.
• The recent-call log for reviewing individual activity and available call details.

Add call minutes when necessary

1. 1

   Check the balance before activation

   A flow cannot keep calling after the available minute balance is exhausted.

2. 2

   Select Recharge

   Choose the package currently displayed in your account, review the total, and complete the purchase only when the quantity is correct.

   

Review the phone number used for calls

1. 1

   Choose the city

   Select the local market for the number when that option is available.

2. 2

   Choose the assignment

   Assign the number to the appropriate team member or leave it unassigned until the owner is confirmed.

3. 3

   Use one number deliberately

   A number may be used with the AI voice agent, the team's regular dialer, or both, according to the options shown in the account.

   

Choose a voice and a starting flow

1. 1

   Preview the voices

   Play several options and choose the one that fits the audience and brand.

   

2. 2

   Select the closest template

   A template gives the AI a safer starting structure than an unfocused blank request.

3. 3

   Test before editing

   Use Play on Phone to hear the flow as a real call, or choose Edit with AI or Edit Manually when the objective is correct but the wording needs work.

   

Give ASIO a focused calling brief

• The single outcome you want from the call.
• Business name, offer, audience, location, and the reason for contacting the lead.
• The main value proposition and any accurate conditions or limitations.
• The tone, opening style, qualification questions, and how to handle common doubts.
• For appointments: location, available timing, calendar behavior, and the confirmation step.

Review the structured prompt

1. 1

   Check every field

   Remove conflicting instructions and confirm that the opening line, offer, audience, and appointment details all describe the same flow.

2. 2

   Keep the conversation natural

   Use short questions, allow the lead to respond, and return to the primary objective without sounding aggressive.

   

Test the call before saving

1. 1

   Select Test Call

   Listen to the actual voice, pace, pronunciation, opening, transitions, questions, and close.

2. 2

   Test several paths

   Try an interested lead, a busy lead, an objection, an unclear answer, and a request to reschedule.

3. 3

   Save only after correction

   Choose Save Prompt once the test follows the approved business information and reaches the intended next step.

   

Manage saved prompts

1. 1

   Use AI edits for conversational changes

   Ask for one specific improvement at a time, such as a shorter opening or a clearer appointment close.

2. 2

   Use manual edits for exact fields

   Review the objective, business name, flow name, opening line, and description, then test again before saving.

   

Create the calling automation

1. 1

   Choose the CRM segment

   Use a meaningful group such as leads without a meeting, rather than calling the entire database by default.

2. 2

   Review the recipients

   Select View Who It Will Call and confirm the count and people before any calls begin.

3. 3

   Confirm the calling window

   Choose a time appropriate for the audience and the applicable rules.

4. 4

   Activate the rule

   Use Activate Rule only after the prompt, audience, schedule, number, and minute balance are correct.

   

Monitor results and improve the flow

• A high no-answer rate usually points first to contact data, timing, or retry strategy.
• Answered calls with low interest may require a clearer offer, audience, or opening.
• Interested leads without the intended outcome may need a stronger next-step question or better appointment handling.
• Pause the flow before making substantial changes, then test the revised version before reactivation.

Common problems

The flow does not start.

Check the minute balance, phone-number setup, active status, calling window, and whether the selected leads have usable phone numbers.

The wrong leads are selected.

Return to the CRM, correct the lead data or segment, and preview the recipients again before activation.

The agent gives incorrect business information.

Update the account or organization details and correct the saved prompt; then run a new test call.

Appointments do not appear in the calendar.

Confirm the Google Calendar connection and verify that the prompt contains the correct appointment rules.

The opening sounds too robotic or long.

Shorten it, identify the caller and reason clearly, ask permission to continue, and move quickly to one useful question.

The call has audio or pronunciation problems.

Try another voice, simplify difficult phrases, correct names phonetically where appropriate, and test again by phone.

Pre-activation checklist