After your admin has set up your AloAi Agents, you can enroll contacts through Aloware Talk individually or in bulk. The AloAi Agent will automatically reach out to these contacts based on its configuration.
What is the enrollment control feature in AloAi Agents?
The enrollment control feature in AloAi Agents allows you to:
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 gives you visibility over which automated communications your contacts receive and lets you adjust these assignments as needed.
How to use the enrollment control feature
The Enrollment Control feature helps you delegate routine communication tasks. For example:
If you need a customer to receive billing reminders or update their payment information, you can assign them to the appropriate AloAi Voice Agent.
Once enrolled, the AloAi Agent manages the communication according to its programming - calling at scheduled intervals for reminders or collecting updated payment details.
This automation handles repetitive tasks without manual intervention while maintaining complete records of all interactions for your review.
Single contact enrollment
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
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.
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.