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Campaign options can send a follow-up after a call or try a missed contact again. Configure each action before testing.

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Follow-up text

Turn on the text option and choose one of the five approved templates. AtllasX does not provide free-text campaign messages. The approved surrounding text remains fixed. AtllasX substitutes the campaign and conversation values into that text. The sender name and meeting link can override account defaults for one campaign. They do not change the account-wide values. AtllasX sends a text only after the contact agrees during the call. A hidden destination or missing confirmation prevents delivery. Before the call ends, the AI asks which number should receive the message. It reads the number back and waits for confirmation. The contact can confirm the called number or provide another number. AtllasX sends nothing automatically when it cannot confirm a destination. The campaign result then provides a manual-review task. Set the destination and send the message from the call details. Some templates use details extracted from the conversation. AtllasX skips a message when it cannot build the required content safely.

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Follow-up email

Connect the supported email account when the option requests it. Configure the subject and body shown in the campaign builder. A standard follow-up email requires the contact’s email address and consent from the call. Configure the displayed sender name, subject, body, and optional meeting link for each campaign. Campaigns can therefore use different email copy. The missed-call email option uses its own subject and body. It applies after the configured call attempts finish without an answer. Missed-call email does not require live consent because no conversation occurred. It requires an email address on the contact record. AtllasX holds the missed-call email until all retry attempts finish. A contact who answers a retry does not receive that email.

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Retry a missed call

Turn on the missed-call retry option to allow another attempt. Configure the available attempt count, spacing, and retry window. The first attempt starts according to the campaign launch and pacing rules. The retry count covers only the later attempts. Choose from 1 to 5 retries after the first attempt. New retry settings start with 1 retry. Set a gap from 1 to 720 minutes. The default gap is 120 minutes. The default local retry window is 9:00 AM to 1:00 PM. AtllasX places at most 2 retry calls per day. Platform answer rates are highest around 10 to 11 AM in the contact’s local time. Your own results can differ. AtllasX evaluates the retry window in the contact’s local time when that timezone is available. Each placed retry uses campaign capacity. When a retry becomes due after the window closes, AtllasX moves it to the next allowed window. The schedule preview shows upcoming attempts. An answered retry stops later retry work for that contact. Review the launch estimate after you change retry settings. Each retry that reaches the calling network uses 1 credit. Optional auto top-off can buy credits when the campaign balance runs out. Set a positive credit cap from 1 to 1,000 to limit automatic purchases. A value of 0 allows unlimited purchases for that campaign. AtllasX sends one automatic follow-up of each configured type per contact. The internal Do Not Call list suppresses eligible follow-ups.

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Test the actions

A browser test cannot deliver a real text or email. Use Call my phone when you need to confirm delivery behavior. During the test, provide clear verbal consent and the requested destination. Check the campaign result after the call ends.

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Manual follow-up

The Dashboard follow-up queue holds open tasks from completed calls. Use it when a team member must call, text, or email personally. See Follow-ups for priority and completion controls. The mobile Follow-ups guide explains campaign-specific work from the AtllasX app.