Run Your First Outbound Campaign

This guide walks through creating, launching, and analyzing an outbound voice campaign from scratch. You'll have AI calling your leads within 10 minutes.

Step 1: Create the Campaign

Navigate to Campaigns in the sidebar and click New Campaign.

Name & Objective

Give your campaign a clear name like "Q3 Product Demo Outreach". Then write the AI objective — this is the most important field. It tells the AI what to accomplish on every call:

Opening Message

Write what the AI says first. Use {{name}} to personalize:

Interest Keywords

Add words that instantly mark someone as interested: yes, interested, book it, tell me more, sounds good, let's do it

Step 2: Choose Handler & Connect CRM

Select your Agent

Pick the agent that will handle the conversations. If you haven't created one yet, go to Agents → New Agent first.

Link a Pipeline (optional but recommended)

Under CRM Pipeline, select your sales pipeline. When a contact scores as "Interested", a deal is automatically created at the stage you choose (e.g., "Discovery" or "Demo Booked").

Set Outcome Actions

Map what happens in your CRM for each outcome:

• Interested → Lifecycle changes to SQL
• Not Interested → No change (or set to Inactive)

Add Fields to Collect

Click the suggested fields: Budget, Timeline, Company Size. The AI will naturally extract these during conversation and save them to the CRM contact.

Choose Outgoing Number & Channel

Select your phone number and leave Caller ID Strategy as "Fixed" for now. Set channel to Voice.

Step 3: Configure Delivery

Schedule

Set calling hours (e.g., 10:00 AM to 6:00 PM). Select which days to dial. The campaign respects these windows automatically.

Concurrency

Start with 2 concurrent calls for your first campaign. You can increase this later once you see results.

Pacing

Set to Adaptive. The system will auto-pause if too many calls go badly, and auto-scale if things are working well.

Voicemail

Enable AMD (voicemail detection) and set action to "Drop message". Write a short voicemail: Hi, this is Sarah from Acme. I was calling about the demo you requested. I'll try again later, or feel free to call us back.

Step 4: Review & Add Contacts

Review the summary. Click Create Campaign. Now add your contacts:

Option A: Upload CSV

Prepare a CSV with columns: phone, name, company, role. Upload it — the system maps columns automatically.

phone,name,company,role
+919876543210,Rahul Kumar,TechCo,CTO
+919876543211,Priya Sharma,StartupXYZ,VP Engineering
+919876543212,Amit Patel,BigCorp,Director Product

Option B: CRM Audience

Switch to “CRM Audience” tab. Select a segment (e.g., “Leads from last 30 days”) or build a filter: lifecycle = lead, lead_score > 50. Click “Add to Campaign”.

Option C: Paste Numbers

One per line: +919876543210, Rahul Kumar

Step 5: Launch

Click Done to go to the campaign detail page. You'll see the full dashboard. Click the green Start button.

The campaign begins dialing within your configured schedule window. You can watch progress live:

• Stats update every 8 seconds
• Engagement scores appear as calls complete
• Interested contacts show up immediately

Step 6: Monitor & Analyze

While running

• Watch the Overview tab for real-time outcome breakdown
• Check Health Score — if it drops below 50, review your approach
• Click Contacts tab to see per-contact status, scores, and outcomes

After completion

• Go to the AI Report tab — the system generates a full analysis
• Review objections: what did people push back on?
• Check recommendations: what should you do differently next time?
• Export results as CSV for your team

Step 7: Next Steps

• Iterate: Clone the campaign, adjust the AI objective based on learnings, and run again.
• A/B test: Create a second variant with a different agent or opening message. Split traffic 50/50.
• Chain: Feed "undecided" contacts (score 40–70) into a nurture campaign that runs 2 weeks later with a different approach.
• Multi-channel: Add SMS and WhatsApp steps so non-answering contacts still get reached.