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Outreach page for managing AI calling campaigns Outreach is where you execute your AI calling campaigns. While VoiceFlows define how to make calls, Outreach is the actual execution — applying a VoiceFlow to a specific list of contacts.

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VoiceFlows vs Outreach

Think of it this way: A VoiceFlow is your playbook. An Outreach is running that playbook with a specific roster of contacts.

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Creating an Outreach

1

Navigate to Outreach

Go to Outreach in the Engage section 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.
4

Select VoiceFlow

Choose which VoiceFlow 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.

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Schedule Options

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Pacing Options

You can also set Max Concurrent Calls to limit simultaneous calls.
Start with Slow pacing for new VoiceFlows to monitor quality before scaling up.

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Outreach Statuses

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Managing Outreach

  • Launch — Start calling on a “Ready” outreach
  • Pause — Temporarily stop calls (to review results or adjust settings)
  • Resume — Continue where you left off
  • Delete — Remove the outreach (only when Ready or Completed)

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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 VoiceFlow objective

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Contact CSV Format

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Best Practices

Test First: Run a small outreach (10-20 contacts) before launching at scale.
Use Business Hours: Respect time zones and call during appropriate hours.
Compliance: Ensure you have consent to call these contacts. Follow TCPA, GDPR, and local regulations.

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Viewing Results

After an outreach completes:
  1. Go to Outreach and click on the completed outreach
  2. View summary statistics
  3. Click through to Conversations for detailed call records

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Next Steps

VoiceFlows

Set up VoiceFlow templates for outreach

Conversations

Analyze call results from outreach

Directory

Prepare contact lists

Assistants

Customize your AI assistant