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Outbound Calling Campaigns

Create and manage automated outbound calling campaigns that scale with your business needs.

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Getting Started

Before starting an outbound campaign, make sure you have:
  • A verified caller ID
  • Your contact list ready
  • Agent prompt configured
  • Required variables defined

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Campaign Types

Batch Campaigns

  • Upload contacts in bulk
  • Schedule calls
  • Set daily call limits
  • Define retry rules

Triggered Campaigns

  • Event-based calls
  • Real-time triggers
  • API integration
  • Instant notifications

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Setting Up a Campaign

1

Create Campaign

Set your campaign basics:
Campaign Name: "January Appointment Reminders"
Type: Batch Campaign
Timezone: UTC-5 (Eastern)
Daily Call Window: 9 AM - 5 PM
2

Configure Agent

Set up your AI agent’s behavior:
Agent Name: "Sarah"
Language: English (US)
Voice Type: Female, Natural
Speaking Rate: 1.0x
3

Upload Contacts

Prepare your contact list CSV:
phone,first_name,appointment_date,service_type
+1234567890,John,2024-01-15,Dental Cleaning
+0987654321,Sarah,2024-01-16,Check-up
4

Set Call Rules

Define your calling rules:
  • Max attempts: 3
  • Retry interval: 30 minutes
  • Call timeout: 60 seconds
  • Concurrent calls: 10

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Campaign Features

  • Respect time zones
  • Honor quiet hours
  • Optimize call times
  • Handle holidays
  • Call transfer options
  • Fallback numbers
  • Priority queuing
  • Load balancing
  • Live call status
  • Success rates
  • Call duration
  • Response tracking

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Campaign Analytics

Performance Metrics

  • Connection rates
  • Conversation duration
  • Success rates
  • Transfer rates

Quality Metrics

  • Voice clarity
  • Customer satisfaction
  • Response accuracy
  • Issue resolution

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Best Practices

Timing

  • Call during business hours
  • Respect time zones
  • Avoid holidays

Volume

  • Start small
  • Gradually increase
  • Monitor quality

Testing

  • Test small batches
  • Verify scripts
  • Check variables

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Compliance & Safety

Important compliance requirements:
  • Honor Do-Not-Call lists
  • Maintain call records
  • Follow local regulations
  • Respect quiet hours

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Advanced Features

Custom Integrations

Connect with your:
  • CRM systems
  • Booking platforms
  • Payment processors

Automated Workflows

Create workflows for:
  • Follow-up calls
  • Status updates
  • Data synchronization

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Troubleshooting

  • Call not connecting
  • Audio quality issues
  • Variable errors
  • Scheduling conflicts
  • Verify phone numbers
  • Check network connection
  • Validate contact data
  • Review call rules