Outbound Campaigns

An Outbound Call Campaign works like a bulk email campaign — but with real-time voice conversations powered by AI. Use it to engage, qualify, and convert large volumes of contacts at scale, automatically.

How It Works

1. Create a Contact List

Import Contacts or sync from your CRM
Organize contacts into Lists or apply Tags

⚠️ Before starting a campaign, make sure you have assigned your phone number. Verify it’s active for outbound calls.

2. Launch a New Campaign

Go to Campaigns and click New Campaign
Set:
- Campaign Name
- Assign AI Agent & Phone Number
- Campaign Type as “Batch Calling”

3. Select Recepients & Schedule Campaign

Choose your contact list and tags with multiple conditions.
Schedule your preferred Date/time to launch this campaign.
Auto Redial Rules for unanswered calls (e.g., retry after 15 mins, 4 hrs, next day)

4. AI Handles the Conversations

Enable scheduling a follow-up call. If the previous call was not connected.
Your AI agent will call each contact, ask predefined questions, and take actions

5. Post-Call Actions

Extract key contact info using #Extract_Info
Book appointments with #Book_Calendar
Push contact data to CRM or Sheets using #Post_Call_Event
Full call log, summary, and transcript saved under Call History.

Examples:“Use tool #Book_Calendar to find available time slots and schedule a meeting.“After collecting the phone number, use #Send_Email to send a confirmation.”

Features

Target specific lead lists or tags
Use custom agents with tailored prompts
Assign dedicated outbound numbers
Schedule campaigns in advance
Auto redial settings to maximize answer rates
Track performance via call analytics and conversion reports

Popular Use Cases

1. Cold Outreach

Call purchased or collected cold contacts to introduce your product/service and qualify interest.

2. Contact Reactivation

Engage cold or inactive contacts from your client’s CRM with reactivation scripts.

3. New Contact Follow-Up

Automatically call new contacts within minutes of form submissions or ad conversions.

4. Webinar / Event Reminders

Send voice reminders before webinars, demos, or workshops and allow users to confirm or reschedule via the call.

5. Missed Appointment Follow-Ups

Call no-shows to offer rescheduling and gather feedback for future engagement.

6. Limited-Time Offer Campaigns

Promote short-term discounts or seasonal offers and drive quick conversions.

7. Service Renewal / Upgrade Calls

Call existing customers about subscription renewals or upsell opportunities.

8. Feedback Collection

Collect NPS or service feedback after a purchase or a completed service.

Important

Phone numbers must be assigned first
Use compliant call timings and respect DND regulations
Combine with webhook integrations for deeper CRM sync and workflow automation