Before you start
An AI outbound calling campaign needs four things in place. Run this pre-flight check before you hit start:How a reactivation campaign flows
Build the campaign
1
Pick or build the agent and set its objective
Choose an existing agent or spin up a new one in Studio by chatting with Alex, the in-app assistant. Give the agent one clear objective (its North Star) so every call stays on track. For reactivation, that objective is usually: re-open the conversation warmly, confirm the person still has the need, and book a callback or meeting for anyone who is interested.Switch on the tools the agent needs under Tools, for example Schedule callback, Create booking, Create lead, and Send SMS. See agent tools for the full list.
2
Import your contact list
Upload your cold list from a CSV in Contacts, map the columns (name, phone, and any fields you want the agent to reference), and segment it. Segmenting lets you target one audience per campaign (for example “2024 quotes, no reply”) so your messaging and results stay clean.
3
Set calling hours and timezone
Define the calling window and the timezone the campaign should respect, so calls land at a sensible local time for each contact and never outside your allowed hours. The campaign only dials inside this window and picks up again in the next one for anyone it did not reach.
4
Attach a phone number
Attach a phone number for the campaign to call from (numbers start from $2/month). A local-presence number in your contacts’ region tends to lift answer rates. Concurrency, how many calls run at once, is set by your call slots, so a larger list clears faster with more slots.
5
Start the campaign
With the pre-flight checks green, start the campaign. The agent begins dialing through your list inside the calling window and handles each conversation live: qualifying interested contacts, booking callbacks, leaving a voicemail or SMS follow-up where there is no answer, and retrying missed contacts in later windows.
Read your results
Every call is logged and scored, so you can watch reactivation working in near real time. Open analytics to track:- Reach: dialed, connected, and answer rate across the list.
- Outcomes: qualified, callbacks booked, not interested, voicemail, and retries.
- Conversation quality: per-call summaries, sentiment, and a quality score.
- Cost: minutes used against your included allowance, then pay-as-you-go from a blended average of $0.05/min on top.
Tips for a higher reactivation rate
How many contacts should one campaign hold?
How many contacts should one campaign hold?
Keep each campaign to a single clean segment with a shared reason for the call. Narrow, well-labelled segments (one offer, one audience) reactivate better and make the analytics far easier to read than one giant undifferentiated list.
What happens when nobody answers?
What happens when nobody answers?
The agent leaves a voicemail or sends an SMS follow-up where those tools are enabled, then retries the contact in a later calling window. Nobody is dropped after a single missed attempt.
Can the agent book straight into my calendar?
Can the agent book straight into my calendar?
Yes. Connect your calendar and turn on Create booking or Schedule callback, and interested contacts get a real slot while still on the call rather than a promise to follow up later. See agent tools.
Can I trigger campaigns from my own systems?
Can I trigger campaigns from my own systems?
The live programmatic surfaces are the MCP server and Custom HTTP Tools, so an AI agent or your backend can act on campaign results. A public REST API and TypeScript SDK are in private beta: contact support for early access.
Related
Campaigns
Set up, schedule, and manage outbound campaigns.
Contacts
Import, segment, and manage the lists your campaigns call.
Analytics
Track reach, outcomes, and quality across every campaign.
Add-ons
Enable Outbound Campaigns and other add-ons for your plan.

