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Outbound Calls: Making Calls & Running Campaigns

Written by Nikita Podelenko

Outbound Calls: Making Calls and Running Campaigns

SkipCalls lets you make outbound calls in two ways: schedule a single call to one person, or create a campaign to call multiple contacts automatically. Both use your AI agents to handle the conversation.

Scheduling a Single Call

Go to Schedule Call from the dashboard. The process has two steps:

Step 1: Call Details

  • Phone number — Enter the number to call, or search your contacts by name. Picking a contact fills in their details automatically.

  • When to call — Defaults to "Right now." You can pick a specific date and time, or use quick buttons like "Now" or "Tomorrow."

  • Goal — Describe what you want the call to achieve (e.g., "Schedule a meeting" or "Follow up on a proposal"). You can click Enhance with AI to have AI help refine your goal.

Step 2: Settings

  • Voice — Choose the AI voice for the call.

  • Agent — Pick which AI agent handles the call (optional).

  • Additional context — Background info or special instructions for the agent.

  • Maximum duration — How long the call can last (1-120 minutes).

  • Include your information — Let the agent use your name and business details during the call.

  • Allow call transfer — Let the agent transfer the call to a phone number if needed.

Smart Retry

Turn on Enable Smart Retry to have the AI automatically retry if the call doesn't go through. You can set how long to wait before retrying (1-30 minutes).

After submitting, the system may ask a clarification question if it needs more context. Once confirmed, you'll see the call details page where you can track progress.

Creating a Campaign (Calling Multiple People)

Campaigns let you call a list of contacts using the same AI agent and goal. Campaigns require a paid subscription.

Go to Campaigns and click New Campaign.

Setting Up a Campaign

Campaign details:

  • Campaign name — A descriptive name (e.g., "Q1 Lead Outreach").

  • Goal — What each call should achieve.

  • Opening message — What the AI says first when the call connects.

  • AI Agent — Which agent handles all calls.

Selecting contacts:

  • Browse and search your contacts list.

  • Filter by tags to narrow down.

  • Click contacts to select them, or use Select page for all on the current page.

  • Shift+click to select a range.

All four fields and at least one contact are required before you can start.

Duplicating a Campaign

From any existing campaign, open the menu and select Duplicate Campaign. This copies the settings so you just need to pick new contacts.

Campaign Statuses

  • Draft — Created but not started yet. Click Start to begin.

  • In Progress — Actively making calls. You can Pause or Cancel it.

  • Paused — Temporarily stopped. Click Resume to continue.

  • Completed — All contacts have been called.

  • Cancelled — Stopped before finishing. Remaining contacts won't be called.

How Campaigns Process Calls

Once started, the system calls contacts in batches (up to 10 at a time), with a short gap between each call. A background process checks for pending contacts every minute and schedules the next batch. When everyone has been called, the campaign automatically moves to Completed.

Tracking Results

Click any campaign to see its details:

  • Progress — How many contacts have been called, with a breakdown of completed, in-progress, and failed.

  • Total minutes used — Call time consumed and average call length.

  • Contacts list — Status of each contact (Pending, In Progress, Completed, Failed).

  • Call history — Every call made, with filters by status and sortable columns. Click any row to see the full call details, transcript, and recording.

Call Dispatcher (Automatic Follow-Up Calls)

The Call Dispatcher is a separate feature for automatic outbound calls triggered after incoming calls. You set up rules on your agents like:

"If a caller mentions emergency plumbing, call John at +1 555-0123 immediately."

The Call Dispatcher page shows which agents have these rules set up and what they do. You can configure rules in each agent's settings under Actions.

Plan Requirements

  • Single outbound calls — Available on all plans, including trial.

  • Campaigns — Require a paid subscription.

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