Outbound calls
Starting a campaign calls real people and uses your calling balance. Prepare it as a draft and review the contact list, agent and timing before starting.
1. Open Outbound
Section titled “1. Open Outbound”Under AI Phone Calls, open Outbound. Review existing campaigns before creating another campaign with the same contacts.
2. Save campaign details
Section titled “2. Save campaign details”Choose the agent, campaign name, dates and call window in the campaign form. Check the agent’s outgoing number and timezone. Use Save & Next to continue through the setup.
3. Upload and inspect the contacts
Section titled “3. Upload and inspect the contacts”Use Download template to get the supported columns, then upload the prepared CSV or XLSX. Check the contacts and variables before completing the campaign. Include only people you are authorised to contact.
4. Review before starting
Section titled “4. Review before starting”Complete the supported settings, extraction fields and follow-ups as needed. Check the saved campaign, available balance, call window and contacts. Start it only when you intend those calls to begin; creating a draft is not a completed calling run.
5. Follow the outcomes
Section titled “5. Follow the outcomes”Use the campaign progress and Call History to see attempts and results. Pause the campaign when it should stop; do not create another campaign to retry a list without reviewing the existing attempts.