Create A Model

Where to create models

Open My Models inside your organization.

Before you create one

You should already know:

• what kind of lead this model is for
• what the main goal of the call is
• whether the goal is to qualify, book, follow up, or revive
• what makes this model different from your other models

First setup steps

When creating a model, start with:

1. a clear name
2. a short description
3. the intended use case

Good naming examples

• Main Sales Closer
• Consult Booking Model
• Webinar Setter
• Book Funnel Follow-Up

Naming advice

Name models by workflow, not by experiment. Customers usually regret vague names like Test Bot 2, New One, or Sales V3 Final.

Good naming pattern

Use this format if you want a clean system:

[Lead Source or Funnel] + [Goal or Outcome]

Examples:

• Webinar - Qualification
• Book Funnel - Booking
• Reactivation - Follow Up

Important reminder

Creating a model does not automatically give you more live calling capacity. Models define behavior. Agents provide execution capacity.

What to do next

After creating the model:

1. configure the Instructions tab
2. configure Conversation, Booking, and Knowledge
3. test the model
4. connect it to routing if it should receive live leads