Outbound campaigns

Run outbound call campaigns in one portal

Upload a lead list, set the calling window and retries, and follow every call with its summary and recording, in the same portal your clients already use.

  • 14-day free trial
  • No card needed
Example campaign in progress: 212 of 300 leads reached, 168 connected calls, and the lead list with each call's result. Example data.

Lead list in, every call and summary out

Run reminder, follow-up and qualification calls for a client with the agent you already built, and show them each result in their portal.

Build a campaign in five steps

Write the brief, pick the lead lists, set the calling window, pacing and retries, then launch.

  • Recurring schedules and calling windows
  • Calls per hour, concurrency and retries
  • Hang up or transfer on success, with stop conditions
Read the campaign guide

Example of creating an outbound campaign: step 1 of 5, the campaign brief, followed by lead lists, schedule, advanced settings and review. Example data.

Lead lists and call templates

Upload leads as a CSV, with numbers checked and duplicates flagged. Templates pass each lead's details to your agent.

  • CSV upload with phone number checks
  • Typed variables passed to the agent
  • Presets for lead qualification, appointment reminders and payment collections
Read the call template guide
Example outbound calling templates: each defines the lead CSV columns and dynamic variables, such as lead name, phone and appointment date, that the agent receives on every call. Example data.

Results, lead by lead

Progress, connect rate and every call with its summary and recording. Pause, resume or rerun at any time.

  • Draft, Scheduled, Active and Completed
  • Connect rate and progress
  • Listen to any call from the campaign
Example outbound campaigns for a dental clinic: 3 campaigns, 486 leads and a 71% connect rate, with progress for each campaign. Example data.

More in outbound

Export leads

Export a lead list with its statuses as a CSV.

Safe uploads

CSV files are checked for formula injection before import.

Retries

Three retries 30 minutes apart by default, and you can change them.

Calling windows

Days, hours and time zone for each campaign.

Pause and resume

Stop a campaign and pick it up later.

Recordings

Every campaign call with its recording and summary.

Questions agencies ask

Which plans include outbound campaigns?

Outbound campaigns are a plan feature, so whether they are included depends on your plan. The pricing page shows what each plan includes. If your plan does not include outbound, you can move to one that does from Platform subscription in your agency dashboard.

How do lead lists work?

Upload a lead list as a CSV file of up to 5 MB. Phone numbers are checked for the international E.164 format, duplicates are picked up, and cells that could run as spreadsheet formulas are blocked.

The columns follow your call template, and those fields are passed to your agent as variables on each call. You can export a list as a CSV at any time.

Who is responsible for consent on outbound calls?

You are, together with your client. Before calling anyone, make sure you have the consent the law requires, tell people they are speaking with AI, honour do-not-call lists and opt-outs, and call only at permitted times.

Voice AI Portal provides the campaign tools. Our Terms of Service set out these responsibilities in full.

Give your next client a portal with your name on it

Connect a client in one guided setup, brand the portal and invite them to sign in.