Add an outbound AI agent
See what outbound AI agents do, and start adding one for your Auto-dial campaigns.
Outbound AI agents call people for you (for example patients due for a cleaning); Auto-dial campaigns tell them whom to call. Open AI Agents › Outbound to see an agent's script and its optional callback line, or press Add outbound agent: give it a name, keep or pick a voice, write what it says first, choose a callback line or none, and press Go live. Each campaign picks the number its calls go out from.
In this video
Step by step
- 1
Outbound agents call people for you, for example patients due for a cleaning. Auto-dial campaigns tell them whom to call.
- 2
Open one to see its page.
- 3
Its script says what to say when the person answers.
- 4
The line here is optional, and only takes callbacks. Each campaign picks the number its calls go out from.
- 5
Open Campaigns jumps to Auto-dial, where its campaigns run.
- 6
To add one, go back to the Outbound list, and press Add outbound agent.
- 7
Name it after its job.
- 8
Keep the voice, then write what it says first. We skip the sound previews.
- 9
On the last step, the line only takes callbacks, and it is optional.
- 10
Go live creates the agent. In this demo, we stop here.
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