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How It Works

1

Create a Contact List

  • Import Contacts or sync from your CRM
  • Organize contacts into Lists or apply Tags
  1. Before starting a campaign, make sure to import your phone number from Twilio
  2. Verify it’s active for outbound calls.
2

Launch a New Campaign

  • Go to Campaigns and click New Campaign
  • Set:
    • Campaign Name
    • Assign AI Agent & Phone Number  
    • Campaign Type as “Batch Calling” Campaign2 Pn
3

Select Recepients & Schedule Campaign

  • Choose your contact list and tags with multiple conditions.
  • Schedule your preferred Date/time to launch this campaign.
  • Auto Redial Rules for unanswered calls (e.g., retry after 15 mins, 4 hrs, next day)
4

AI Handles the Conversations

  • Enable scheduling a follow-up call. If the previous call was not connected.
  • Your AI agent will call each contact, ask predefined questions, and take actions
5

Post-Call Actions

  • Extract key contact info using #Extract_Info
  • Book appointments with #Book_Calendar
  • Push contact data toCRM or Sheets using #Post_Call_Event
  • Full call log, summary, and transcript saved under Call History.
Campaign3 Pn

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Features

  • Target specific lead lists or tags
  • Use custom agents with tailored prompts
  • Assign dedicated outbound numbers
  • Schedule campaigns in advance
  • Auto redial settings to maximize answer rates
  • Track performance via call analytics and conversion reports
  1. Cold Outreach
    • Call purchased or collected cold contacts to introduce your product/service and qualify interest.
  2. Contact Reactivation
    • Engage cold or inactive contacts from your client’s CRM with reactivation scripts.
  3. New Contact Follow-Up
    • Automatically call new contacts within minutes of form submissions or ad conversions.
  4. Webinar / Event Reminders
    • Send voice reminders before webinars, demos, or workshops and allow users to confirm or reschedule via the call.
  5. Missed Appointment Follow-Ups
    • Call no-shows to offer rescheduling and gather feedback for future engagement.
  6. Limited-Time Offer Campaigns
    • Promote short-term discounts or seasonal offers and drive quick conversions.
  7. Service Renewal / Upgrade Calls
    • Call existing customers about subscription renewals or upsell opportunities.
  8. Feedback Collection
    • Collect NPS or service feedback after a purchase or a completed service.
Important
Phone numbers must be imported from Twilio
Use compliant call timings and respect DND regulations
Combine with webhook integrations for deeper CRM sync and workflow automation