Common uses
- Appointment confirmations and reminders — “You’re calling John to confirm his 2pm appointment tomorrow”
- Follow-ups — post-service check-ins, quote follow-ups, review requests
- Notifications — order ready, prescription ready, schedule changes
Placing a call from the dashboard
- Go to Reports → Outbound Calls in the dashboard.
- Click Place call.
- Choose the agent, enter the phone number (e.g.
+18135551234), and optionally add a greeting (the exact opening line), call context — instructions for this one call, like “You’re calling Sarah to let her know her order is ready for pickup.” — and a voicemail message to leave if the call reaches a voicemail box. - Click Place call. The call appears in the table and updates live as it rings, connects, and completes — with duration, who answered, the attempt number and a transcript link when it’s done. A scheduled retry shows when it will dial, with a Cancel button.
How the greeting works
When the callee answers, the agent speaks the first of these that’s set:- Per-call greeting — the greeting entered in the dialog (or the
greetingAPI field), spoken word for word. - The agent’s Outbound Greeting — set once in the agent’s settings, used for all its outbound calls.
- Auto-generated opener — if you provided call context, the agent composes a natural introduction from it: “Hi, this is Ava from Acme calling to confirm your appointment tomorrow at 2pm.”
- The agent’s regular (inbound) greeting, as a last resort.
Placing calls via the API
For automated workflows (CRMs, schedulers, campaign tools), trigger calls with one API request and receive results on your webhook:callback_url receives the outcome — status, duration, an AI-generated summary, and your metadata echoed back so you can match it to your records. See the Outbound Calls API for the full reference, lifecycle, and webhook payload.
Tips for great outbound agents
What happens after the call
Outbound calls get the same post-call treatment as inbound: the transcript and AI summary are saved to your call logs, after-call webhooks run, and recordings are kept if enabled on the agent. The outbound call record additionally tracks the dial outcome (completed, voicemail_left, no_answer, busy, failed), who answered when detection is on, and the attempt number, and delivers all of it to your result webhook.
Beyond a single call
The outbound agent has a set of controls of its own, all off by default:Answering Machine Detection
Tell a person from a voicemail box, leave a message or hang up, and re-prompt when nobody speaks.
IVR Menu Navigation
Press keys or speak keywords to get through a phone menu to a person or department.
Retry Policies
Redial unanswered, busy and voicemail outcomes on a cadence, with per-number caps and an escalation when attempts run out.
Outbound Compliance
Consent basis, calling hours on the callee’s clock, a do-not-call list, abandon-rate monitoring and an audit export.
outboundStaticGreeting) — before the AI greeting begins.