Create an AI call campaign
Tell your AI agent what to do on its outbound calls and how to call, and optionally make the first calling batch.
Where to find it
Campaigns › New campaign › Phone call
Open this screen
Steps
- Open Campaigns › New campaign and switch “Campaign type” to “Phone call” (or press “New call campaign” on the Call campaigns tab).
- Enter the “Campaign name” and choose the “AI agent”.
- Either choose a saved script in “Follow a saved script”, or fill “Purpose of the call”, “What to say and do”, the opening, what to do on objections and when to hand off or end.
- Set the “Calling hours” and the “Retries for a number not reached”. Optionally choose the “Line to call from” and type “Recipients” for a first batch.
- Press “Save campaign”. Nothing is called: a batch calls only when a manager starts it on Outbound call agents.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Campaign name | Required, up to 120 characters. | — |
| AI agent | Its knowledge base answers the calls; the number of passages is shown. | — |
| Follow a saved script | The calls use the script's current version; editing the script updates these calls too. | No — use the text below |
| Purpose of the call / What to say and do | What the agent works toward and the points to cover, in order. Facts come from the knowledge base; nothing is read out word for word. | — |
| Opening, after the line's greeting / If the person objects or says no / When to hand off to a person or end the call | How the agent opens, handles a no, and finishes. | — |
| Calling hours | Calls go out at any time. Only UAE numbers have calling hours: 09:00–18:00 Dubai time, by UAE law. | — |
| Retries for a number not reached | No retries, or up to 1 to 3, with the minutes between tries (15 to 1,440). | No retries |
| Test the opening / Show the prompt | Hear a preview of the opening (it never places a call) and see the prompt the agent will get. | — |
| Line to call from / Recipients | Optional first batch: one number per line with the country code, up to 500. | Not chosen yet |
Troubleshooting
“The gap between tries can be 15 to 1440 minutes.”
Set the minutes between tries within that range.
“Some lines are not phone numbers. Put one number per line, with the country code.”
The listed lines could not be read. Fix them and save again.
“This organisation has reached its limit of 1,000 batches.”
Delete old batches on Outbound call agents first.
Tips
- If the agent shows 0 passages, add sources to it before calling.
Good to know
- Every country except the UAE: there are no calling hours, no calling holidays and no limit on calls per number. Calls go out at any time. UAE numbers (+971): calls only 09:00–18:00 Dubai time, at most 1 call a day and 2 a week to a number that did not answer, and never again after the person declined. These are UAE legal limits (Cabinet Resolution 56/2024).
- Only managers can save; others can view the page.
Related how-tos
- Manage AI call campaigns Keep what your AI agent does on outbound calls as named campaigns, and make calling batches from them.
- Outbound call agents (AI batches) Have your AI agent call a list of numbers, one at a time, with the goal and calling instructions you set, and see what came of each call.
- Scripts Keep the call scripts your staff and AI agents follow: write them, draft them with AI, draw them as diagrams and attach them to lines, campaigns and batch calls.
- All agents See every AI agent in your organisation, which phone lines each one answers, and open one to change it.