What You Will Build
A campaign that:- Calls a contact list automatically
- Delivers a consistent, professional pitch
- Handles objections with knowledge-backed responses
- Tracks answer rates, conversions, and sentiment
- Skips voicemails with smart AMD detection
Step 1: Prepare Your Contact List
Before building the agent, prepare your CSV with:- First Name and Last Name
- Phone Number (E.164 format: +43720123456)
- Email (optional, for follow-up)
- Tags (optional, for segmentation)
Step 2: Create the Outbound Agent
Build an agent specifically for outbound (or duplicate an existing one):Step 3: Configure the Agent
| Setting | Value |
|---|---|
| Model | Balanced (quality matters for sales) |
| Voice | Confident, friendly, natural |
| Outbound Greeting | Use override for outbound-specific greeting |
| Max Duration | 5-10 minutes |
Step 4: Create the Campaign
- Go to Campaigns → Create Campaign
- Configure:
| Setting | Recommended Value |
|---|---|
| Campaign Name | Q2 Follow-Up - [Segment] |
| Agent | Your outbound agent |
| Phone Number | Local number matching recipients’ region |
| Business Hours | 10:00 AM - 12:00 PM, 2:00 PM - 5:00 PM (peak answer times) |
Step 5: Configure Call Settings
In the campaign’s Settings tab:| Setting | Recommended Value |
|---|---|
| Answering machine detection | Text-based for general use, ML-based when you need stricter voicemail handling |
| Call Interval | 30-60 seconds between calls |
| Max Concurrent Calls | Start with 2-3, increase based on capacity |
| Max Retry Attempts | 2-3 |
| Retry Interval | 4-24 hours between retries |
Step 6: Add Contacts
- Open campaign → Contacts tab
- Click Add Contacts
- Select from your imported contacts (filter by tags if segmented)
- Start with a pilot batch of 20-30 contacts before scaling
Step 7: Set Up Analytics
In the campaign’s Analytics tab:| Type | Name | Description |
|---|---|---|
| Primary Goal | Meeting Scheduled | The contact agreed to a demo, meeting, or next step |
| Secondary Goal | Interest Expressed | The contact showed interest but did not commit to a meeting |
| Insight | Sentiment | How receptive was the contact? (Rating 1-5) |
| Insight | Objection | What was their main objection or concern? (Open) |
| Insight | Call Back Requested | Did they ask to be called back at a different time? (Yes/No) |
Step 8: Launch
- Change campaign status from Paused to Active
- Monitor the Dashboard tab for the first hour
- Check answer rates and adjust schedules if needed
- Review a few conversations for quality
Optimizing Over Time
Week 1: Establish Baseline
- Monitor daily: answer rates, goal achievement, sentiment
- Listen to 5-10 recordings — check tone, objection handling, timing
- Adjust your prompt based on common objections
Week 2: Optimize
- Review the heatmap — shift schedules to peak answer times
- A/B test: create a second campaign with a different script
- Clean the contact list — remove invalid numbers
- Check spam scores — rotate numbers if rising
Ongoing
- Export analytics weekly for reporting
- Update knowledge base with new objection handlers
- Rotate phone numbers every 500-1000 calls
- Segment contacts for personalized campaigns
Next Steps
Campaign Management
View the full campaign management guide
Schedules
Optimize calling windows
Phone Numbers
Manage numbers and spam scores
Conversation Goals
Define success metrics