Introduction to Outbound Calling

Welcome to your AI-powered outbound calling platform! This system enables you to automate business communications using intelligent AI assistants that can handle phone conversations naturally and effectively.

What is Outbound Calling?

Outbound calling allows you to initiate automated phone calls to customers, prospects, or contacts using AI assistants. These assistants can:

• Conduct Natural Conversations: Engage in human-like dialogues with call recipients
• Access Knowledge Bases: Pull information from your company's knowledge base during calls
• Handle Multiple Languages: Communicate in various languages based on your configuration
• Follow Complex Instructions: Execute sophisticated conversation flows and business logic
• Transfer Calls: Route calls to human agents when needed
• Schedule Follow-ups: Automatically schedule and manage follow-up calls

Key Features

🤖 AI Assistants

Create and customize AI assistants with specific personalities, instructions, and capabilities tailored to your business needs.

📚 Knowledge Bases

Upload documents, text content, and web resources that your AI assistants can reference during conversations.

📞 Flexible Calling Options

• Immediate Calls: Start conversations instantly
• Scheduled Calls: Plan calls for specific times
• Follow-up Campaigns: Set up automated follow-up sequences

🔧 Advanced Configuration

• Voice Customization: Choose from different AI voices
• Transfer Numbers: Configure department-specific phone numbers for transfers
• Recording Options: Enable call recording for quality assurance
• Tool Integration: Connect with calendars and other business tools

Getting Started

1. Set Up Telephone Numbers: Configure your outbound calling numbers
2. Create AI Assistants: Build assistants with specific roles and personalities
3. Build Knowledge Bases: Upload relevant company information and documentation
4. Configure Call Settings: Set up voice preferences, languages, and advanced options
5. Make Your First Call: Test the system with a simple outbound call

Use Cases

• Customer Support: Proactive customer check-ins and support calls
• Sales Outreach: Automated lead qualification and follow-up
• Appointment Scheduling: Automated booking and confirmation calls
• Survey Collection: Gather customer feedback through phone interviews
• Payment Reminders: Gentle payment and billing reminders
• Event Notifications: Inform customers about events, changes, or updates

Ready to get started? Continue to the Quick Start Guide to set up your first outbound calling campaign.

Watch a detailed walkthrough