How to Trigger an AI Agent Call from Bot Studio
Imagine a customer shows interest — and before they even have to ask, your AI Agent is already calling them.
With the Route to AI Agent option in the Ring Call action, you can set up your Bot Studio journey to automatically place an outbound call to a customer at exactly the right moment — no human agent needed.
Before You Begin
Make sure the following are ready:
An AI Agent has been created and configured in your account
Whatsapp Calling is enabled for your account
How It Works
A customer moves through your Bot Studio journey
They reach a point where a Ring Call action is connected
The Ring Call action is set to Route to AI Agent
The AI Agent automatically calls the customer
The AI Agent handles the entire conversation on the call
Where Can You Place the Ring Call Action?
Anywhere.
You can connect the Ring Call action after any trigger or action component in your journey — there are no restrictions. Wherever you want an outbound AI Agent call to happen, simply connect that component's node to a Ring Call action.
Some examples:
After an On Message trigger — when a customer sends a specific keyword
After a Template Button — when a customer clicks a button in your WhatsApp template
After a Send Message action — follow up a message with an instant AI Agent call
After a data collection step — call the customer as soon as they submit their information
The placement is completely up to you.
How to Set It Up
Step 1: Open Bot Studio
Log in to your DoubleTick dashboard and go to Bot Studio. Open the journey where you want to trigger the AI Agent call.
Step 2: Build Your Journey
Set up your journey using whichever components you need. Stop at the point where you want the outbound call to be triggered.
Step 3: Connect to a Ring Call Action
Take the output node of that component and connect it to a Ring Call action.
Step 4: Configure the Ring Call Action
Open the Ring Call action.
Click the Assignment Method dropdown.
Select Route to AI Agent.
Choose the AI Agent you want to handle the call.
Step 5: Save and Publish
Click Save and publish your journey. Your setup is complete.
Use Cases
Callback Request via Template Send a template with a "Request a Call" button. When the customer clicks it, the AI Agent calls them instantly.
Keyword Trigger When a customer replies with a word like "CALL" or "HELP", the journey automatically triggers an AI Agent call.
Post-Inquiry Follow-Up After a customer submits information or shows interest anywhere in the journey, trigger an immediate AI Agent call to follow up.
Lead Qualification Route interested customers to an AI Agent call that qualifies them over the phone — without any human involvement.
Any component. Any point in the journey. An instant AI-powered call — automatically.
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