Add Zoom links automatically, call clients in one click, and let Voice AI call and qualify new leads for you.
Who this is for: Brokers, Enterprise admins
Zoom
Make sure your Google or Microsoft calendar is connected.
On the Calendar page, click Connect Zoom at the top right.
Sign in to Zoom and click Allow. The button changes to Zoom Connected.
When you create an event, choose Zoom Meeting. The link is added to the invite automatically.
Each broker connects their own Zoom account. To disconnect, click Zoom Connected.
Aircall
Connect (admins)
In Effi, go to Settings and find Call Configuration. Enter your Aircall account name (the email you registered Aircall with).
In the Aircall dashboard, go to Integrations & API and click Generate API Key. Name it, for example John – ABC Finance.
Copy the App ID and API Token into Effi, then click Confirm in Aircall.
Copy your business's Effi webhook URL. In Aircall, under Webhook, click Create a new webhook installation, paste the URL, enable the events and click Add Webhook, then Finish.
Make calls
From the Leads board, click the phone icon on a lead.
Or open the lead, go to Messaging and choose Start Phone Call.
After the call, add notes and view the recording and summary in Messaging. Effi also creates and updates Aircall contacts for your leads automatically, so incoming calls show who's calling.
Voice AI
Click your profile icon, scroll to Activate Voice Bot, complete your business profile and click Launch. Default agents are created for you.
Edit an agent: voice and personality, opening line, voicemail message, goal and the qualifying questions it asks (its appointment profile).
Go to Outbound. Click New Outbound Call, choose an agent, enter the lead's details and click Trigger Call. For a campaign, download the Excel template, fill it in and upload it (up to 1,000 calls).
Review each call's recording, transcript, summary, outcome and appointment status.
Test a call to yourself first. Calls cost $0.50 per minute (most last 2.5–3 minutes). A dedicated callback number costs $10 a month; we apply for it with your ASIC registration and a utility bill (allow about 2 business days).
Need a hand?
Email [email protected] and our team will get back to you.