Quick Start Guide

This guide will walk you through making your first outbound call in just a few minutes. By the end, you'll have a functional AI assistant ready to make calls on your behalf.

Prerequisites

Before you begin, ensure you have:

• An active account with outbound calling access
• At least one telephone number configured in your account

Step 1: Access the Outbound Section

1. Navigate to your dashboard
2. Click on Outbound in the sidebar
3. You'll see the main outbound calling interface

Step 2: Quick Call Setup

The fastest way to get started is using the Make Call button, which opens the call configuration modal.

Basic Configuration

1. Phone Number: Enter the recipient's phone number (e.g., +1 555-123-4567)
2. System Prompt: This tells the AI how to behave. Example:

   You are a helpful customer service representative from ABC Company. 
   Be polite, professional, and helpful. Keep responses concise and clear.
   

3. Greeting Message: What the AI says first. Example:

   Hello! This is Sarah calling from ABC Company. 
   I hope you're having a great day. How can I assist you today?
   

4. Language: Select the language for the conversation (English, Spanish, French, German)
5. Voice: Choose from available AI voices

Essential Settings

• Outbound Trunk: Select your telephone number for making the call
• Enable Voice Recording: Recommended for quality assurance
• Knowledge Base: Select "No Knowledge Base" for your first test call

Step 3: Make Your First Call

1. Click Make Call to initiate the conversation
2. The system will dial the number and begin the conversation
3. You can monitor the call progress in your dashboard

Step 4: Review Call Results

After the call completes:

• Check the call logs in your Conversations section
• Review any recordings if enabled
• Analyze the conversation transcript

Next Steps

Now that you've made your first call, enhance your setup:

Create an AI Assistant

Instead of configuring each call manually, create reusable AI assistants:

1. Click Create Assistant in the Outbound section
2. Follow the wizard to define personality, tools, and instructions
3. Use the assistant for consistent call experiences

Build a Knowledge Base

Upload company information for your AI to reference:

1. Go to Knowledge Base section
2. Create a new knowledge base
3. Upload documents, add text content, or include website URLs
4. Connect the knowledge base to your assistants

Configure Advanced Features

• Transfer Numbers: Set up department phone numbers for call transfers
• Follow-up Calls: Enable automatic follow-up campaigns
• Scheduling: Plan calls for specific times
• Tools Integration: Connect calendar and other business tools

Tips for Success

1. Start Simple: Begin with basic calls before adding complex features
2. Test Thoroughly: Always test with internal numbers first
3. Clear Instructions: Provide detailed system prompts for better AI performance
4. Monitor Results: Review call transcripts to improve your configuration
5. Iterate: Refine your assistants based on real conversation outcomes

Common Configuration Examples

Customer Support Call

System Prompt: You are a customer support representative. Be empathetic, 
solution-focused, and always offer to escalate to a human agent if needed.

Greeting: Hello! I'm calling from [Company] customer support. 
I wanted to check in and see how everything is going with your recent order.

Sales Follow-up Call

System Prompt: You are a sales development representative. Be friendly, 
consultative, and focus on understanding the prospect's needs.

Greeting: Hi! This is [Name] from [Company]. I wanted to follow up on 
your interest in our services and see if you have any questions.

Appointment Reminder

System Prompt: You are calling to confirm an upcoming appointment. 
Be brief, professional, and helpful with rescheduling if needed.

Greeting: Hello! I'm calling to confirm your appointment with [Company] 
tomorrow at 2 PM. Will you still be able to make it?

Ready to dive deeper? Continue to AI Assistants to learn about building sophisticated AI agents for your calls.