Your Voice AI Agents are great at managing calls, helping you easily connect with leads even when your team might not be able to do manual dialing. Using the AI agents to place outbound calls automatically will help you turn follow-ups, reminders, and lead outreach into hands-free, 24/7 conversations. Let's learn how!
Enabling Outbound Calls
Navigate to the Voice AI tab inside the AI Agents and click Enable Outbound Calls.
Accept the T&C to continue.
Do your KYC (with Persona) to verify your account.
After you verify your identity, a compliance check will automatically run, giving you a list of all (if any) non-compliant product touchpoints. Click “Proceed with Update” to resolve any consent issues.
Enter a consent message in the Language box to proceed. All products should obtain consent from users to receive automated business calls, thereby avoiding legal issues surrounding spam calls to customers. Once you've created your message, click Check Compatibility.
Once your language is marked as complicit by the system, check the box next to all products you need to include the disclaimer on and click “Update Language for Selected Channels.”
Setting An Agent
Switch to the Agent List section and create a new voice AI agent or click the three dots and select the edit option for an already existing one.
In the Greeting Message Configuration, switch to the Outbound call tab.
Select the AI Disclaimer Configuration Style.
Once satisfied click Save in the bottom right corner.
Doing Outbound Calls
In the Workflows tab of the automation section create or edit a workflow.
Add the “Voice AI Outbound Call” action.
Select the AI Agent (1) and phone number (2) you want to use for your call. Then click Save Action (3).
Once you publish your workflow, you can view your Attempted calls, Connected Calls, Actions Triggered and Sentiment and Unattempted Calls for all your Outbound calls in the Dashboards and Logs section of the Voice AI tab.
📌Note: Calls can only be made to United States numbers.
Outbound calling is the lifeblood of your business, helping you seize opportunities and grow your business. With the help of your AI Agents you can automate outreach at the exact right moment, reducing lose hours to manual dialing and missed timing.