Your receptionist can also make calls for you. Use Make a Call to call one person, or a Campaign to call a whole list automatically.
Call one person (Make a Call)
Open Make a Call in the left menu.
Receptionist: pick which receptionist makes the call. It uses that receptionist's voice and outgoing call instructions.
Who should we call? Type a phone number, or a customer's name to pick them from your Customers list. Their notes and details are shared with the receptionist.
When? Choose Call now, or Schedule and pick a date and time (or a quick option like "Tomorrow 9 AM"). Times are in your time zone.
What should the receptionist try to do? Write the goal in plain words, for example "Confirm Wednesday's 2pm appointment and ask if they still need gate access." Click Enhance with AI if you'd like help wording it.
Click Start call (or Schedule).
If something is unclear, SkipCalls may ask you a quick question before calling. You can follow the call and read the summary under Call History → Outgoing.
The page also shows which number the call comes from (Caller ID). People pick up more often when they see your own business number; you can add or verify one under Phone Numbers.
Call a list (Campaigns)
Campaigns call many people with the same receptionist and plan: appointment reminders, follow-ups on quotes, checking in with past customers, and so on.
Who can use campaigns
Campaigns need the Growth plan (up to 5 campaigns), Business or Enterprise (no campaign limit). They aren't available on Starter or during a trial.
Because bulk calling needs approval from our phone provider, the first time you open Campaigns you'll fill in a short form: how you'll use campaigns, your expected monthly call volume, and a confirmation that you follow local calling laws and that your contacts agreed to be called. We review requests within a few hours.
Build a campaign
Go to Automations → Campaigns and click New Campaign. Your campaign is saved as a draft right away and every change saves automatically, so you can leave and come back. Nobody is called until you launch.
The builder has six steps, which you can do in any order:
What to say: describe the calls in your own words, or start from an example, and click Write my call plan. SkipCalls writes the opening line, the steps of the call and what to collect from each person. Ask for changes in plain words (for example "make it shorter"), then click Use this plan. The details to collect become columns in your results.
Who calls: choose the receptionist and check the number people will see. The receptionist needs a phone number to call from. If people call that number back, your receptionist answers.
Who to call: pick people from your Customers list, search by name, phone or company, or filter by tag and click Add all with this tag. You can also Import a list (CSV file) or Paste phone numbers. You can add yourself first to try it out. People marked "do not call" are skipped automatically.
Try it yourself: your phone rings with exactly this campaign. Answer like a customer would and check the opening, a "no thanks" answer, a question about your business, and whether it collects the right details. This step is optional but recommended.
When to call: good defaults are set for you: weekdays 9 AM to 6 PM your time, about 20 calls an hour, 2 attempts with 4 hours between them, and voicemail on the first try only. Click Change to adjust:
When to start: as soon as you launch, or at a specific time.
Calling hours: the days and hours calls may go out. Outside them, the campaign waits and continues next time.
Pace: Gentle (about 10 calls an hour), Normal (about 20) or Fast (about 40).
If nobody answers: call once, try once more, or try twice more, waiting 2 hours, 4 hours or until the next day.
Voicemail: leave a message on the first try only, on every try, or never.
Daily limit: optional cap on calls per day, handy for big lists.
Launch: review the summary and the estimated minutes, then click Launch campaign (or Schedule campaign for a later start). Not ready? Click Save as draft.
Running, pausing and stopping
Running: calls are going out. Click Pause to hold it and Resume to continue.
Scheduled: waiting for its start time.
Stop campaign (in the ⋯ menu): nobody else is called. A call in progress finishes normally. This can't be undone, so use Pause if you might continue later.
Duplicate (in the ⋯ menu): start a new campaign with the same setup.
The Campaigns page groups your campaigns into Running, Paused, Drafts and Finished.
Results
Open a campaign to see how it's going:
Summary numbers: people, how many you talked to, didn't pick up, still to call, and won't call.
Results: one row per person with the result (for example Talked, Left voicemail, No answer, Asked not to be called, Wrong number), what happened, and the details collected.
Call log: every call attempt. Click one for the full summary, transcript and recording.
Setup: the plan and settings the campaign used.
Download results: one row per person (CSV), every call with recording and transcript (CSV), or everything (JSON).
If someone clearly asks not to be called again, they're marked Do not call and won't be called by any campaign or Make a Call. You can turn this off in their customer profile.
Calls after incoming calls (Lead Alerts)
Lead Alerts are different: after an incoming call, your receptionist can call you or a teammate automatically when a rule matches, for example "If a caller mentions an emergency, call John right away." See Lead Alerts.
Start calls from other apps
To have your CRM or another app start calls (for example, call every new lead), see Integrations & API. BoldTrail users: How to Auto-Call Leads from BoldTrail.
Plan summary
Make a Call: available on every plan. Free trials have a limit on outgoing calls.
Campaigns: Growth (up to 5 campaigns), Business and Enterprise, plus a one-time approval.
Outgoing calls use minutes from your plan once the call connects.