How to Set Up AI Voice in LeadTruffle
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
- 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.
- 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.”
- Voice Selection:
- Preview available voices and test live by calling your LeadTruffle number.
- 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.
Updated on: 02/04/2026
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