Outbound Overview
Outbound calls are initiated by your company’s agents to contact customers or users. These calls are typically made for purposes such as customer outreach, sales, follow-ups, surveys, or notifications. Our AI-powered voicebot agents are designed to handle outbound calls efficiently, ensuring that your campaigns are executed smoothly and effectively
Key Features of Outbound Calls
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Automated Dialing: Automatically dials numbers from a predefined list.
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Customizable Scripts: Allows for the creation of tailored scripts to guide conversations.
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Natural Language Processing (NLP): Understands and responds to customer queries in natural language.
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Call Recording and Analysis: Records calls for quality assurance and analyzes them to improve performance.
Setting Up Outbound Calls
Step 1: Configure Your Agent
1. Create an Agent:
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Go to the Agent creation section in your dashboard.
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Fill in the necessary details such as agent name, skills, and language preferences.
2. Assign Phone Number:
- Purchase a phone number if you haven’t already. (Refer to the guide on purchasing a phone number)
- Assign the purchased phone number to your agent.
3. Set Up Calling Scripts:
- Create and customize scripts that the agent will use during outbound calls. Ensure scripts are clear and cover potential customer queries.
Step 2: Configure Call Settings
1. Set Dialing Rules:
Define dialing rules, such as call intervals, retry attempts, and time of day restrictions.
2. Enable Call Recording:
Enable call recording for quality assurance and compliance purposes.
3. Schedule Campaigns:
Schedule the outbound call campaigns, specifying start and end times, and any specific dates for the calls to occur.
Step 3: Test Outbound Call Functionality
1. Simulate Outbound Calls:
- Conduct test calls to ensure that the agent correctly follows scripts and the system handles calls as expected.
2.Review Call Logs:
- Check call logs and recordings to verify that the setup is working correctly and make any necessary adjustments.
Best Practices for Outbound Calls
For best practices in managing and creating an agent, refer to our how to manage and create an agent page. Here are some key aspects covered:
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Prompts: Instructions provided to the agent to guide its behavior and responses.
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Skills: Specific abilities programmed into the agent to perform certain tasks or answer particular queries.
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Actions: Tools and commands available to your agent, such as ending conversations or transferring calls.
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Knowledge Base: A repository of information that the agent can access to provide accurate and relevant responses.
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Voices: Synthetic voices assigned to your agent to ensure consistent and natural-sounding interactions.
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SMS: Capability to send SMS messages. SMS messages can be sent before or after a call, and are also sent if a call fails.
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Voicemail: Allows the agent to manage voicemail when a call is not answered, without recording.