How to Schedule an Outbound Call Automation?

This guide explains how to automate outbound call workflows in your account. Set triggers, configure follow-up actions, and streamline communication for seamless and efficient customer engagement.

Step 1: Create New Automation

• Click the New Automation button and provide a name for your automation.

Step 2: Set Action and Trigger

• Choose the trigger event: Contact Created, Updated, or both.

• Note: Only one trigger can be assigned per automation.

Step 3: Define Trigger Conditions

• Target specific contact lists or tags for this automation.

• Use the AND condition to combine multiple triggers for precise targeting.

Step 4: Assign Phone Number and AI Agent

Step 5: Schedule Automation

• Define the launch date, select the time zone, and specify working hours.

• Ensure the automation aligns with your audience’s availability for optimal results.

Step 5: Set After-Call Actions

5.1. Auto-Unsubscribe Contacts

• Automatically unsubscribe contacts after repeated failed calls to invalid or unreachable numbers, ensuring campaigns focus on reachable leads.

5.2. Assign Tags Based on Call Goal Status

• Dynamically update tags (e.g., "Interested," "Follow-Up Needed") based on call outcomes.

• Define goals as "Complete" or "Incomplete" using tags for better contact segmentation.

5.3 Schedule a follow up call

1. Toggle the On button.

2. Set the duration type (Minutes, Hours, Days) and input the desired interval.

3. Use the Multi-dial option to automate retries.

4. Click the “+” button to add more follow-up actions.

Step 6: Save & Start Automation

• Click Save and Close to draft your automation.

• Select Start/Schedule Automation to execute it.