Create an Auto-dial campaign
Fill in a new AI outbound campaign: agent, calling number, minute limit and consent, before adding the list.
Open Auto-dial (the Campaigns page) and press New campaign. Give it a Name, pick the AI agent (an outbound agent) and the From number, keep or choose a Lead-gen job, set Max concurrent calls (1–4) and Max outbound minutes, and choose the TCPA consent basis. Create campaign saves a draft; upload the list, then press Start.
In this video
Step by step
- 1
To call a list with an outbound AI agent, open Auto-dial, and press New campaign.
- 2
Give the campaign a name you will recognize.
- 3
Pick the outbound agent that makes the calls.
- 4
Then the number the calls come from.
- 5
A lead-gen list is optional. Skip it, and upload a spreadsheet after you create the campaign.
- 6
Up to four calls run at once. Max outbound minutes is a hard budget: the campaign stops when it is used.
- 7
Pick the consent you have for this list: an existing business relationship, written consent, or another reason you note.
- 8
Create campaign saves it as a draft, ready for its list. Start then begins the calls. In this demo, we press Cancel.
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