AloAi Agent enrollment guide
After your admin sets up AloAi Agents, you can enroll contacts through Aloware Talk, either individually or in bulk.
Once enrolled, the AloAi Agent automatically interacts with these contacts based on its configuration. Agents can also initiate outbound calls, enabling automated, agent-driven communication for efficient engagement.
What is the enrollment control feature in AloAi Agents?
The Enrollment Control feature lets you manage which contacts interact with specific AloAi Agents. With this feature, you can:
Enroll contacts into specific AloAi Agents
Disengage contacts from AloAi Agents when needed
View which agents are currently assigned to each contact
Manage automated interaction settings for individual contacts
This feature provides full visibility over your automated communications and allows you to adjust assignments as required.
How to use the enrollment control feature
The Enrollment Control feature lets you delegate routine communication tasks to AloAi Agents.
For example, you can use it to initiate outbound calls for subscription renewals, follow-ups, or billing reminders.
If a customer needs to update payment information or receive reminders, you can assign them to the appropriate AloAi Voice Agent.
Once enrolled, the AloAi Agent manages interactions automatically - calling at scheduled intervals, sending reminders, or collecting updated details. This automation handles repetitive tasks without manual intervention while keeping a complete record of all communications for review.
Single contact enrollment
This functionality extends to outbound calls where AloAI agents can dynamically initiate conversations after enrollment is complete.
In Aloware Talk, open the contact history.
In the right-side panel, locate the AloAi Agent Enrollment card.
Click the Enroll to Agent button and select from the list of available bots.
The bot will automatically initiate a conversation using the last communication line with that contact. If no prior history exists, it defaults to the outbound line set during setup.
What happens after enrollment?
Once enrolled, the bot immediately begins interacting with the contact based on its purpose. You can also enroll a contact into multiple AloAi Agents at the same time.
For example:
A billing reminder bot will send periodic payment reminders to the contact.
A Q&A bot will respond to inquiries like business hours, product availability, or troubleshooting information.
The call log shows that the AloAi Agent initiated the call.
In the case of AloAi text agents, the user view also displays that the message came from the AloAi Agent.
Bulk contact enrollment
Bulk enrollment can also target specific lists uploaded into Aloware, aligning closely with AloAI's outbound calling strategy.
In Aloware Talk, navigate to the contacts menu.
Select the contacts you want to enroll in the bot.
Click More and select Enroll in AloAi Agent.
In the AloAi Agent enrollment modal, click Enroll on the available bots.
You can view the history and flow of communication in the contact's history.
Disenrolling a contact from a bot
When you disenroll a contact from an AloAi Agent, you immediately stop all interactions between them. The contact is removed from the agent’s workflow. Use disenrollment if the contact no longer requires assistance from the agent or if you want to reset their engagement history for a fresh start.
By disenrolling the contact, you ensure the AloAi Agent no longer recognizes or interacts with them, preventing unnecessary communication and keeping workflows focused and efficient.
Steps to disenroll a contact from an AloAi Agent
Navigate to the enrollment control card in the contact profile.
Review the list of currently active AloAi Agents.
Select the AloAi Agent you wish to disenroll the contact from.
Click on Disenroll from agent. The AloAi Agent will stop interacting with the contact immediately.
Re-enrolling a contact in an AloAi agent
The Re-enroll button allows you to restart the session between a contact and an AloAi Agent with one click. This is useful for situations like:
The contact accidentally ended the interaction.
The agent needs to reinitiate outreach with updated information.
The previous session expired and a fresh one is needed.
Steps to re-enroll a contact
In the Enrollment Control card, locate the currently active AloAi Agent.
If the contact is still enrolled, a Re-Enroll button will appear.
Click Re-Enroll to restart the session.
A confirmation message appears, and the new session is logged in the audit trail.
Re-enrollment maintains continuity while allowing the agent to re-engage the contact without starting from scratch.
Audit Logs: Tracking AloAi agent interactions
Every interaction between AloAi Agents and your contacts is recorded in the contact audit logs. These logs are designed to help you track changes and understand interaction histories.
Audit logs capture key details, such as when a contact was enrolled or disengaged from specific AloAi Agents, who performed the enrollment or disenrollment action, and a timeline of all engagement points for each AloAi Agent.
The logs maintain a clear record of interactions, ensuring full transparency. You can use these logs to resolve disputes or clarify changes by referencing past actions. They also help you monitor activity for compliance, troubleshoot issues, and conduct internal reviews, keeping operations reliable and workflows well-documented.