Prepare and launch outbound campaigns¶
An outbound campaign uses a Voice Agent to call a prepared recipient list. The feature is in Private beta and must be enabled for your workspace. You also need permission to manage campaigns.
1. Configure the campaign¶
Open Campaigns and complete Setup with a name, company name, Voice Agent and available Caller number (From). Define the outbound greeting, campaign prompt, shared values and recipient fields. Save Setup before using Audience, Launch or Run history.
The outbound greeting replaces the Agent's inbound time-based greeting. The campaign prompt adds the campaign task and recipient context to the existing Agent instructions. Pre-processing greeting preference does not replace campaign openings.
2. Prepare the templates¶
Templates support {agent_name}, {campaign_name}, {my_company}, {recipient_phone_number} and declared shared or recipient fields.
Declare name before using this example:
Hello {name}, this is {agent_name}, the digital assistant for {my_company}.
Is this a good time for a short conversation?
Check the preview to make sure every placeholder has the correct value. Complete missing recipient details before using the list for calls.
3. Build a Call List¶
Use approved recipients for your calling workflow and save a reviewed audience:
| Source | Requirements |
|---|---|
| Manual | E.164 numbers and declared recipient values |
| CSV | UTF-8, comma-delimited, at most 256 KiB, with phone_number and recipient-field headers |
| API | GET request, recipient list and phone number paths, additional field mappings and authentication |
If the API returns a list at the root, use $ as the collection path. The preview shows the retrieved recipients without calling them. Fix duplicates and missing details. Source changes appear only after you fetch and save the list again.
4. Review and launch¶
Generate an execution preview for the saved list. Check count, Agent, caller number, rendered content and displayed price breakdown. Choose Start now or a schedule with an explicit timezone, then review the final confirmation.
Starting places real calls, one at a time. Scheduled calls do not begin before their selected time. If a start response is uncertain, inspect the existing Run before submitting again.
5. Monitor or cancel¶
Use Launch to see current activity. Run history shows which calls completed, were unanswered or busy, failed, or were cancelled.
Cancel Run stops the remaining calls. A call that has already started, is ringing or is connected may continue. A cancelled run cannot be resumed.
If the preview is stale, save changes and regenerate it. If controls are unavailable, check both entitlement and permissions. Review completed call quality in Call History.