AI Calling overview

AI Calling runs outbound conversations for a list of contacts. You control the training, script, voice, options, contacts, schedule, and launch.

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Build a campaign

Choose New campaign from the portal header or the Campaigns page.

1. Name the campaign.
2. Add a website or training files when the AI needs business context.
3. Complete the call details and generate a script.
4. Review the script and choose the AI model.
5. Choose a voice and language.
6. Configure call options and follow-ups.
7. Run a browser or phone test.
8. Upload contacts or buy leads.
9. Set pacing and calling windows.
10. Review contacts, credits, Do Not Call exclusions, and launch timing.
11. Launch now or schedule the campaign.

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Campaign training and script

A website or training file can provide product, service, and business context. Review generated content before you use it on a call. Call details cover your business, the people you call, the offer, benefits, proof, goal, and more call instructions. The generated call script controls the AI’s role and conversation flow. You can edit it directly or ask the AI to revise it. Choose Haiku (Fast), Sonnet (Quality), or Opus (Best) when your plan allows that model.

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Voice and options

Choose a voice from the voice library, then preview it. Available options can include:

• AI Speaks First and a first message.
• voicemail detection and a voicemail message.
• follow-up text or email actions.
• retry settings for missed calls.
• Call Forwarding and Warm Transfer.
• Keypad Dialing and Background Sound.
• direct calendar booking.

Each option is independent unless its settings say otherwise. Test the complete configuration before launch.

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Contacts and leads

Upload contacts from a comma-separated values file, add them manually, or use the available lead-purchase flow. Map the required phone field and any personalization fields. Review invalid rows and duplicates before continuing. A contact can have more than one number. The launch review distinguishes contacts from possible call attempts.

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Campaign pace and launch

Set daily volume, active days, and calling windows. AtllasX applies the allowed window in each contact’s local time when that data is available. The launch review shows dialable contacts, possible calls, credit usage, optional charges, and launch timing. Numbers on your internal Do Not Call list are removed from the dialable total. The optional national registry check is a separate paid add-on. Buy credits or update a payment method when the campaign has a shortfall. Confirm the final summary before launching.

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Manage results

Use Campaigns for campaign state and actions. Open a campaign for Recipients, Summary, Results, and optional Bookings. Use Analytics, Call Logs, Scripts, and Dashboard for cross-campaign work. Each completed call can include its status, recording, transcript, summary, and lead warmth. Results can also contain follow-up tasks. Lead warmth can be hot, warm, cold, dead, or unknown. Review AI classifications before your team acts on them. One attempt that reaches the calling network reserves 1 credit. AtllasX refunds attempts that fail or stop before connection.