Create an outbound campaign

Set up a complete outbound campaign in Agentalk, from selecting an agent and contacts to configuring scheduling, concurrency, and retry settings.

An outbound campaign automatically calls a list of contacts using your AI agent. You configure all campaign settings in one place, then activate it to start dialing.

Before you start

You need the following before creating a campaign:

An agent configured for outbound calls. See Create an agent.
A phone number connected to that agent. See Configure and test your phone number.
A contact list with at least one contact. See Manage contacts.

Verify your time zone

Agentalk uses your organization's time zone for all campaign scheduling, not your browser's time zone. See Manage your organization.

Follow these steps:

Create a new campaign

Create a new campaign to start configuring your outbound workflow.

Go to Campaigns in the left navigation.
Click + New campaign.

Set basic campaign information

Define the core setup of your campaign.

Enter a campaign name. Use a descriptive name so you can easily identify the campaign later.
In the Agent field, select your outbound agent. Only agents with an assigned phone number will appear.
In Outbound phone numbers, select the number to use for this campaign. You can select a specific number or use automatic rotation if multiple numbers are available.
Click Next >.

Configure schedule

Define when the campaign runs.

(Optional) Set a start and end date to control how long the campaign runs.
Set the start time and end time for each selected day. Operating hours follow your organization's time zone.
If you leave the start and end dates empty, the campaign runs continuously within the operating hours you define.
Select the active days for the campaign.
Click Next >.

Configure dialing settings

Control how calls are placed and retried.

Set the maximum number of concurrent calls.
Recommended concurrency settings
Start with 4 to 5 concurrent calls per supervisor as a baseline, then adjust based on your team's capacity.
Set Attempts per lead.
Set the Retry interval in minutes.
How retry settings work For example, 3 attempts with a 30-minute interval means the agent retries up to three times, waiting 30 minutes between each attempt.
(Optional) In the Lead Qualification Prompt field, enter Guidelines for lead refinement.
Click Next >.

Select contacts

Choose which contacts will be included in the campaign.

Click Select contacts and choose your audience. You can select all contacts, filter by tag or custom field, or select contacts manually.
Click Next >.

Review and activate

Verify your configuration and start the campaign.

Review the campaign summary, including:

Agent
Schedule
Time zone
Contact count
Retry settings

Confirm everything is correct, and click New Campaign.

Then click Activate, and the campaign starts immediately within the configured operating hours.

Next steps

Here are the recommended next steps after completing this guide:

Manage leads and priorities: Monitor call results and adjust priorities during the campaign.
Listen to and join live calls: Watch active calls in real time and step in when needed.

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Last updated 1 month ago