Campaigns & workflows

Greeting A/B test

The first line decides whether people stay on the call. Try two greetings on the same list and let the results tell you which one works.

Note

Greeting tests run in workflows only, not in plain campaigns.

Set up a test

  1. Open the AI Agent step

    In your workflow, click the AI Agent step. An AI employee must be chosen.

  2. Turn on the test

    Under Greeting test, tick A/B test the greeting. A is the AI employee's current greeting.

  3. Write greeting B

    Write the alternative under B — try this instead, up to 600 characters. You can use contact fields such as {{name}}.

  4. Start calling

    The test applies from the next Start calling. Contacts are split evenly — half hear A, half hear B.

Not sure what to try? Daffy's suggestions in the workflow's Analytics tab can propose a greeting B for you.

Read the result

The Greeting test card in the workflow's Analytics tab compares the two greetings:

  • If the workflow has a goal like a payment promise or an interested lead, it compares how often each greeting reaches that goal. Otherwise it compares how often the call connected.
  • It only names a winner once each greeting has at least 20 answered calls and the difference is clear (about 95% confidence). Until then it says it's too early.

Keep the winner

Click Use this greeting on the winning greeting. It becomes the AI employee's greeting and the test ends — including for the current run. That AI employee then uses the new greeting everywhere, not just in this workflow. To change it later, edit the AI employee (see Build & edit).