Outbound Calls
Creating & Managing Campaigns
Step-by-step guide to creating and managing outbound call campaigns, including lead imports and monitoring
An outbound “campaign” determines when, how, and to whom calls are made.
Note: Large campaigns with thousands of leads can run concurrently, as AI can handle parallel calls. Watch your minute usage to avoid unexpected costs.
1. Setup a Campaign
- Go to Outbound / Campaigns in your dashboard.
- Click Create New Campaign:
- Name: e.g. “January Promo,” “Payment Reminder,” etc.
- Assistant: which AI assistant will handle these calls?
- Window: choose the time window for the campaign
2. Importing Leads
- CSV File: Upload phone numbers (plus any extra columns, like name or account number).
- Google Sheets: Connect via the no-code platform or direct integration to pull leads.
- CRM: Some CRMs (HubSpot, GHL, etc.) can send leads directly to Autocalls.ai via API or automation.
3. Call Retries & Scheduling
- Max Retries: e.g., attempt each lead up to 2 times if they don’t answer.
- Retry Interval: minutes/hours between retries.
- Time Window: e.g., only call between 9 AM and 6 PM local time to avoid inconveniencing leads.
4. Monitoring & Pausing
- Once the campaign is live, calls happen automatically during the allowed hours.
- You can pause or stop the campaign anytime to revise your script or leads list.
5. Analyzing Results
- Visit Campaign Reports to see:
- How many calls were answered vs. no-answer.
- Number of successful vs. failed calls.
- Average call duration, etc.
Note: Large campaigns with thousands of leads can run concurrently, as AI can handle parallel calls. Watch your minute usage to avoid unexpected costs.