📤 Running Outbound AI Campaigns

🎯 What You'll Achieve

By the end of this guide, you'll be able to:

• ✓ Create visual conversation flows
• ✓ Design branching conversations based on responses
• ✓ Book appointments automatically during calls
• ✓ Run campaigns to hundreds of contacts
• ✓ Track results and listen to recordings

Use Cases

📱 Step 1: Phone Number & Contacts

Get a Phone Number

1. Go to Phone Numbers
2. Click Buy New Number
3. Purchase a number
4. Make sure it shows "Synced" status

Upload Your Contacts

1. Go to Contacts
2. Click Import CSV or Add Contact
3. Upload your file with columns: Name, Phone, Email

CSV Format Example:

firstName,lastName,phone,email
John,Smith,+14155551234,john@email.com
Jane,Doe,+14155555678,jane@email.com

🎨 Step 2: Create Your Conversation Flow

This is where the magic happens! You'll design the conversation your AI will have.

📦 Understanding Node Types

🎯 Example: Lead Qualification Flow

Here's a complete example flow:

📱 START
    ↓
💬 Message: "Hi! This is Alex from TechCorp. We noticed you 
             downloaded our whitepaper. Do you have 2 minutes?"
    ↓
❓ Question: "Are you currently looking for a solution like ours?"
             Save as: looking_for_solution
    ↓
🔀 Condition: looking_for_solution == "yes"
    │
    ├── 🟢 YES PATH:
    │       ↓
    │   ❓ Question: "What's your biggest challenge right now?"
    │       ↓
    │   📅 Appointment: "I'd love to show you a demo. 
    │                    What day works best?"
    │       ↓
    │   🛑 End: "Perfect! Looking forward to speaking with you!"
    │
    └── 🔴 NO PATH:
            ↓
        💬 Message: "No problem! We're here when you need us."
            ↓
        🛑 End: "Thanks for your time. Take care!"

🤖 Step 3: Assign an Agent

Your flow needs a voice!

Create a Flow Agent

1. Go to Agents
2. Click Create Agent
3. Select type: Flow ⚠️
4. Choose a voice
5. Save and Sync

Assign Agent to Flow

1. Open your flow in the Flow Builder
2. Click Settings (gear icon)
3. Select your Flow Agent
4. Save the flow

🧪 Step 4: Test Your Flow

How to Test

1. In the Flow Builder, click the Test button
2. Enter YOUR phone number
3. Click Start Test Call
4. Answer your phone and go through the conversation

Test Checklist

• □ First message sounds correct
• □ Questions are clear
• □ Conditions branch correctly
• □ Appointments book successfully
• □ Ending is graceful

📣 Step 5: Launch Your Campaign

Monitoring Your Campaign

Watch your campaign progress in real-time:

• Calls completed
• Success rate
• Currently active calls

You can Pause or Stop anytime if needed.

🔧 Troubleshooting

"Phone number conflict" error

Cause: Phone is being used for incoming calls.

Fix: Go to Incoming Connections → Delete the connection using that number.

Test call doesn't work

Checklist:

• Is the flow saved?
• Is the flow toggled to Active?
• Is an agent assigned?
• Is the agent synced?
• Is your phone number in correct format? (+14155551234)

Campaign not making calls

Checklist:

• Campaign status is "Running"?
• Phone number is synced?
• Phone NOT used for incoming connection?
• Contacts have valid phone numbers?
• Flow is Active?
• Agent is assigned and synced?

Condition node not branching correctly

Common issues:

• Typo in variable name — spelling must match exactly
• Wrong comparison — use == not =
• Case sensitivity — "Yes" ≠ "yes"

💡 Pro Tips

🎉 You're Ready!

You now know how to:

• ✅ Build conversation flows
• ✅ Use different node types
• ✅ Test your flows
• ✅ Run campaigns
• ✅ Monitor results

⚡ View Quick Reference →