Thoughtly Office Hours - May 19, 2025

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Promo Code Issue [00:03:00]

• A participant raised an issue regarding a promo code that was not working during the sign-up process on the app.
• The problem was identified as potentially being on the Stripe side of the process, not on the app itself.
• Troubleshooting was initiated by bypassing the firewall and digging into the database, but it was reassured that Big T is looking into it.

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Migration to V1.8 Agent [00:05:00]

• A request for volunteers to manually migrate their V1 agent to a V1.8 agent was made. Volunteers would need an agent not crucial to their business operations.
• There were no immediate volunteers, but a previous customer expressed interest in resolving an issue with their 1.0 agent.
• The conversation also involved collaboration about upcoming changes and experiments within the Thoughtly platform.

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BYOC Announcement [00:08:00]

• A forthcoming feature announcement was made about the BYOC (Bring Your Own Carrier) program, which will allow users to integrate their phone carriers directly. This is expected to be a significant upgrade for many businesses.
• Positive reactions were noted, as this feature could lead to a larger business transition to the Thoughtly platform.

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New User Introduction and GHL Experience [00:10:00]

• A new user introduced himself and explained his background as a systems engineer with GHL since 2019, recounting his journey to improve AI voice agents, ultimately leading him to Thoughtly.
• Discussed the seamless integration experience with GHL and issues faced with other platforms that led to adopting Thoughtly for its impressive AI capabilities.

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GHL Integration Bug Discussion [00:15:00]

• A bug related to creating contacts in GHL was raised, where the application crashed with client-side exceptions.
• This bug is already submitted and being addressed by Max from support, ensuring it was only a short time until it was fixed.
• Additionally, a new feature for tracking call outcomes and improving agent-user interactions was highlighted.

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Compliance and Legal Considerations in AI Use Cases [00:18:00]

• Discussion on the importance of compliance with regulations for outbound AI calls, especially in the home service and solar markets.
• Emphasized ensuring leads have opted in to receive contact to avoid hefty fines related to non-compliance with TCPA regulations.
• Advised including disclaimers in contracts regarding the responsibility for illegal activities conducted through AI agents.

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Real Agent Flow Management and Secure Workflow Inquiry [00:22:00]

• Inquiry about proper rag flow management, aiming for an improved search system over the current database sync for the knowledge base.
• Discussion focused on the use of web hooks and agents’ updating methods with interest in transitioning from a vector system to a more RAG (retrieval-augmented generation) approach.
• Secure workflows were also a focus, with emphasis on authenticating and verifying user identity in secure voice interactions.

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Insights and Filtering Feature Concern [00:36:00]

• A filtering feature used to sort through call recordings and analyze performance was noted missing from the Thoughtly platform.
• Potential workarounds were discussed, such as utilizing the insights tab and different analytics to find specific call data.

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Scheduling Calls via GHL [00:45:00]

• Detailed the process for integrating GHL to schedule appointments directly through Thoughtly’s V1 builder.
• Connected the Talky platform with GHL to streamline the booking process during active calls.
• Addressed concerns about future migrations to new builders and the potential of V1 processes having minimal changes needed.

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Open Discussion on Platform Improvements [00:55:00]

• Open mic segment allowing users to discuss questions and queries on handling spam and number verification.
• Suggestions for better number management and maintaining compliance through verified business accounts.
• Discussed the current process and upcoming improvements in integrating carriers directly into the platform.

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Future Developments and Partner Program [01:30:00]

• Discussions about potential changes in the partner program and updates to the platform’s structure.
• Insight into the value of possible improvements to partner portals and sub-account handling similar to GHL’s agency model.
• Conversations on white-label opportunities and the differentiation between full and gray-label options.

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Conclusion and User Interactions [01:50:00]

• Community bonding and support noted, providing a framework for engaging and improving business processes.
• Emphasized the role of user feedback and collaboration in driving change and innovation within the Thoughtly community.