Hello AR-30100252-0,
Yes, it's possible to route outbound calls from a marketing list and have a voice bot interact with prospective customers in Dynamics 365.
This can be achieved through a combination of tools and integrations
1. Power Automate
Create a flow that triggers when a new record is added to your marketing list.
Use the Power Automate connector to initiate outbound calls to the phone numbers on the list.
Configure the flow to pass relevant information about the lead or contact to the voice bot.
2. Voice Bot Platform
Build a voice bot using a platform like Power Virtual Agents or a third-party provider.
Design the bot's conversation flow to capture the desired information from the customer.
Integrate the voice bot with Power Automate to receive the call initiation request and pass the captured information back to the flow.
3. Dynamics 365 Integration
Use the Power Automate connector to update the lead or contact record in Dynamics 365 with the information captured by the voice bot. This could include call outcomes, customer responses, and other relevant data.
Key Considerations
Phone Number Validation: Ensure that the phone numbers on your marketing list are valid and formatted correctly.
Call Routing: Configure your phone system or telephony provider to route calls to the voice bot.
Data Privacy and Compliance: Adhere to relevant data privacy regulations and obtain necessary consents for making outbound calls and processing personal data.
Voice Bot Design: Design the voice bot's conversation flow to be clear, concise, and engaging.
Error Handling: Implement error handling mechanisms to handle unexpected situations, such as failed calls or invalid responses.
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Best Regards,
Daivat Vartak
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