Aimee (Voice AI) Workflow
The Aimee (Voice AI) workflow is the actions taken when a call is answered by Aimee the Autopilot AI receptionist.
The standard set-up is shown in the video guide below:
Watch the video and ensure all of the workflow steps are set-up correctly:
Call Details
SMS to Caller
Hi {{contact.first_name}}, thank you for contacting {{custom_values.clinic_name}}. We’ve received your enquiry and will get back to you as soon as possible.
Wait for Transcript
Internal Notification

Date Received: {{right_now.little_endian_date}}.
Please contact: {{contact.name}}
Telephone: {{contact.phone}}
Email: {{contact.email}}
Enquiry: {{voice_ai.summary}}
Transcript: {{voice_ai.transcript}}
Courtesy of
Aimee
Practice Autopilot
Optional SMS Alerts
If you wish to have a SMS alert every time Aimee answers a call then add this step:
We advise keeping the message brief to save SMS costs, such as:
Contact {{contact.name}} on {{contact.phone}} regarding: {{voice_ai.summary}}
Remember to SAVE any changes.
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