> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elemente.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Outbound call

> How to create outbound calls 

### Overview

In our system, users have the flexibility to make outbound calls to a single customer, ideal for personalized, one-on-one communication. This guide will walk you through the steps to initiate a single customer call, ensuring a smooth and efficient process for follow-ups, individual support inquiries, or high-priority customer engagement.

## Create an Outbound Call

**Steps:**

**1. Access the Outbound Call Feature:**

* **Navigate to the dashboard.**

* **Click on the inbox tab**

* Click on **"Start new conversation"** -> selete option **For Single Customer**

<img className="" src="https://mintcdn.com/miles-cbcbe49f/E6fGVA1JdinLqg2q/images/inbox/inbox.png?fit=max&auto=format&n=E6fGVA1JdinLqg2q&q=85&s=ad0c49bfe260d9d2813d6b9f93dd18e5" alt="Hero Light" width="1919" height="941" data-path="images/inbox/inbox.png" />

## For Single Customer Call

This option is ideal for personalized, one-on-one communication. You can manually select a specific customer and initiate a call directly from the platform. This approach is useful for follow-ups, individual support inquiries, or high-priority customer engagement.

* Learn how to initiate these calls, track progress, and record outcomes to ensure that all interactions are productive and well-documented.

### 2. Set Task

Select an agent to initiate a conversation on your preferred channel:

* **Assign a Task:** Choose an agent by clicking on the agent dropdown menu.

* **Select a Communication Channel:** Pick the desired medium, such as a phone call, to begin the conversation.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/E6fGVA1JdinLqg2q/images/inbox/set_task.png?fit=max&auto=format&n=E6fGVA1JdinLqg2q&q=85&s=d54fc0b0d8325aa0e3c632932ec17b10" alt="Hero Light" width="1530" height="868" data-path="images/inbox/set_task.png" />

### WhatsApp Channel

* **Select a Communication Channel:** Choose **WhatsApp** as the communication channel from the dropdown menu.

* **Select a WhatsApp Template:** Upon selecting WhatsApp, an additional field will appear, allowing you to choose a predefined **WhatsApp Template** for the conversation.

For more details,[read our guide on setting up WhatsApp templates](/guide/whatsapp).

<img className="" src="https://mintcdn.com/miles-cbcbe49f/E6fGVA1JdinLqg2q/images/inbox/whatsApp_channel.png?fit=max&auto=format&n=E6fGVA1JdinLqg2q&q=85&s=5cc772e8af490cfa6f3bf3096915294b" alt="Hero Light" width="1530" height="868" data-path="images/inbox/whatsApp_channel.png" />

## 3. Customer Information

* Enter  customer name  and  phone number.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/E6fGVA1JdinLqg2q/images/inbox/customer_info.png?fit=max&auto=format&n=E6fGVA1JdinLqg2q&q=85&s=036bc195bb1a8805ee85f8f22c29154b" alt="Hero Light" width="1530" height="868" data-path="images/inbox/customer_info.png" />

## 4. Timer

**Immediate Calls:** By default, calls are set to initiate immediately.

**Scheduled Calls:** To schedule a call, configure the following options:

* **Date Range:** Specify the period during which the call should be made.
* **Time Zone:** Select the time zone to ensure accurate scheduling.
* **Start Time** and **End Time:** Define the window within which the call will occur.

**Retry Settings:**

* **Number of Retries:** Set the number of attempts the system should make if the call fails.
* **Retry Interval:** Specify the time gap between retry attempts.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/E6fGVA1JdinLqg2q/images/inbox/timer.png?fit=max&auto=format&n=E6fGVA1JdinLqg2q&q=85&s=ce0f77e2da28aecf5f02ccecb4e644b0" alt="Hero Light" width="1530" height="868" data-path="images/inbox/timer.png" />

## 5. Review and Confirm:

* Review the call details.
* Click **Create** to create or  schedule the call.

## 6. Initiate the Call:

* The system will automatically initiate the call at the scheduled time.

## 7. Call Inbox:

view the call details on the  inbox page

<img className="" src="https://mintcdn.com/miles-cbcbe49f/E6fGVA1JdinLqg2q/images/inbox/inbox_list.png?fit=max&auto=format&n=E6fGVA1JdinLqg2q&q=85&s=0a5b80277834c4fc8042d44fae45cc9c" alt="Hero Light" width="1919" height="942" data-path="images/inbox/inbox_list.png" />
