AI Calling Overview

AI Calling lets you run automated outbound call campaigns at scale. The AI agent calls each contact on your list, carries a natural conversation, handles common objections, and takes follow-up actions, all without human involvement.

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How a campaign works

The campaign creation flow takes you through these stages in order. The wizard opens by naming your campaign and choosing how to build the script.

1. Call Details. Describe your business, target audience, conversation goal, and language.
2. Voice Selection. Choose a voice and tune Speech Rate, Stability, and Similarity.
3. Options. Set voicemail, the SMS and email follow-ups, and the call-handling toggles: Call Forwarding, Keypad Dialing, and Background Sound.
4. Test Call. Hear the AI in your browser or on your phone before going live.
5. Upload Contacts. Provide a CSV of the contacts you want to call.
6. Pacing & Scheduling. Set daily limits, calling hours, and active days.
7. Launch. Send the campaign live. It then dials contacts automatically and fills your results dashboard in real time.

Options is one step, and each toggle in it has its own docs page below. The sidebar order under Create a campaign matches this flow, so you can read the docs in the same order you’ll click through the portal.

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Key concepts

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Call Script

The call script defines the AI’s persona, tone, and how it should structure conversations. It includes a role summary, personality description, and a structured call flow. You can write it manually or use the AI-assisted generator.

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Call Details

Call details are structured fields (business name, value proposition, objection responses, etc.) that inform the AI without requiring you to write a full prompt. The AI uses these to generate natural responses in context.

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Credits

Each connected call deducts one credit. Voicemails count the same as full conversations. Calls that fail to connect (status “Failed”) are refunded automatically.

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What happens after a call

After each call, the portal records:

• The final status (Answered, Missed, Failed, Cancelled, or Do Not Call)
• A full transcript
• An AI-generated summary
• A lead warmth score (hot, warm, cold, dead, or unknown)

You can review these results in the campaign dashboard, filter by outcome, and export to a CSV or a connected customer relationship manager.

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Next steps