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Launch an automated outbound campaign that contacts prospects, delivers your pitch, and tracks outcomes at scale.

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
Estimated setup time: 30 minutes

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)
Import contacts: Campaigns → Contacts → Add Contacts → Import CSV

Step 2: Create the Outbound Agent

Build an agent specifically for outbound (or duplicate an existing one):

Step 3: Configure the Agent

Step 4: Create the Campaign

  1. Go to Campaigns → Create Campaign
  2. Configure:

Step 5: Configure Call Settings

In the campaign’s Settings tab:

Step 6: Add Contacts

  1. Open campaign → Contacts tab
  2. Click Add Contacts
  3. Select from your imported contacts (filter by tags if segmented)
  4. Start with a pilot batch of 20-30 contacts before scaling

Step 7: Set Up Analytics

In the campaign’s Analytics tab:

Step 8: Launch

  1. Change campaign status from Paused to Active
  2. Monitor the Dashboard tab for the first hour
  3. Check answer rates and adjust schedules if needed
  4. 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