Your Voice AI Agents handle calls well, making it easy to reach leads even when your team can't get to the phone. Setting up agents to place outbound calls automatically turns follow-ups, reminders, and lead outreach into hands-free conversations running around the clock.
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 run automatically, giving you a list of 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, avoiding any legal issues around spam calls to customers. Once you've created your message, click Check Compatibility.
Once your language is marked as compliant 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 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 central to growing your business. With your AI Agents, you can automate outreach at exactly the right moment, cutting out the lost hours of manual dialling and missed timing.