Outreach
Outreach is where you execute your AI calling campaigns. While Campaigns define how to make calls, Outreach is the actual execution with a specific list of contacts.Campaigns vs Outreach
Understanding the difference is key:| Campaigns | Outreach |
|---|---|
| Reusable templates | Specific execution instances |
| Define AI agent, script, objectives | Apply a campaign to contacts |
| No contacts attached | Contacts uploaded per outreach |
| Configure once, use many times | Track real-time progress |
Creating an Outreach
1
Navigate to Outreach
Go to Dashboard → Outreach and click New Outreach.
2
Name Your Outreach
Give it a descriptive name (e.g., “January Sales Push - West Region”).
3
Upload Contacts
Upload a CSV file with your contact list for this outreach.
4
Select Campaign
Choose which campaign configuration to use for these calls.
5
Configure Schedule
Set when and how fast to make calls.
6
Launch
Click Launch when ready to start calling.
Schedule Options
Control when your outreach runs:| Schedule | Description |
|---|---|
| Now | Start immediately |
| Business Hours | Only call during business hours |
| Custom | Set specific start/end times |
Pacing Options
Control how fast calls are made:| Pacing | Speed | Best For |
|---|---|---|
| Slow | 1 call/minute | Testing, high-touch campaigns |
| Normal | 5 calls/minute | Standard outreach |
| Fast | 10 calls/minute | High-volume campaigns |
Outreach Statuses
| Status | Description |
|---|---|
| Ready | Contacts uploaded, waiting to launch |
| In Progress | Actively making calls |
| Paused | Temporarily stopped |
| Completed | All contacts processed |
Managing Outreach
Launch an Outreach
From the Outreach list, click the Launch button on any “Ready” outreach.Pause an Outreach
Click Pause on a running outreach to temporarily stop calls. Use this when:- You need to update campaign settings
- You’ve reached a daily limit
- You want to review early results
Resume an Outreach
Click Resume on a paused outreach to continue where you left off.Delete an Outreach
Click Delete to remove an outreach. Only available for “Ready” or “Completed” outreach.Progress Tracking
While an outreach runs, you can see:- Progress Bar - Percentage of contacts processed
- Total Contacts - Number in this outreach
- Reached - Contacts successfully called
- Answered - Calls that were picked up
- Converted - Calls achieving the campaign goal
Contact-Level Status
Each contact in an outreach has its own status:| Status | Meaning |
|---|---|
| Pending | Not yet called |
| In Progress | Currently being called |
| Completed | Call finished |
| Failed | Call failed (technical issue) |
| Skipped | Contact was skipped |
Uploading Contacts
CSV Format
Your CSV should include:| Column | Required | Description |
|---|---|---|
name | Yes | Contact’s full name |
phone | Yes | Phone number with country code |
email | No | Email address |
company | No | Company name |
Include the country code in phone numbers (e.g., +1 for US, +44 for UK).
Example CSV
Best Practices
Viewing Results
After an outreach completes:- Go to Dashboard → Outreach
- Click on the completed outreach
- View summary statistics
- Click through to Call Logs for detailed records