Outbound Setup

Run outbound call campaigns to follow up with leads, confirm appointments, or reactivate old customers.

Launch a campaign

1. 1

   Create a campaign

   Go to Campaigns → New Campaign and choose Voice Campaign for a phone blast. Chat campaigns are coming later.

2. 2

   Upload leads

   Upload a CSV with Name, Phone, Email, Notes, and any custom fields, then map columns to agent variables.

3. 3

   Write the outbound prompt

   This is what your agent says when the lead answers. Lead with context, not a pitch.

4. 4

   Schedule

   Set start time, pacing, timezone rules, and retry logic.

5. 5

   Launch

   Review the campaign summary, click Launch, and monitor in real time on the Campaigns dashboard.

Example outbound prompt

Hi {{first_name}}, this is Sarah from {{business_name}}.
I'm calling because you requested a quote on our website.
Do you have a few minutes to discuss your needs?

Pacing and retries

• Max calls per minute — default 5.
• Timezone respect — only call between 9 AM and 8 PM local time.
• Retry logic — busy or no answer retries in 2 hours, max 3 attempts.