Outbound calls let an agent reach a specific contact at a time you pick. They’re managed on the Outbounds page (
/scheduled-calls). For calling many contacts at once, use Campaigns instead.1
Open the Outbounds page
From the dashboard, go to
/scheduled-calls and click Schedule outbound.2
Fill in the call details
In the dialog, set:
- Agent (required) — who places the call
- Phone number (required) — the contact to call
- Call goal (required) — what the agent should accomplish
- Optional: contact name, email, address, and notes for context
3
Pick a time and timezone
Choose a scheduled time in the future and the timezone it applies to.
4
Schedule it
Click Schedule call. The call is placed automatically at the chosen time.
It appears under the Scheduled tab on the timeline, grouped by date.
Tracking and managing calls
The status cards at the top filter the timeline:- Scheduled — waiting to be placed (you can still cancel these)
- Queued — about to be placed
- Completed — finished; click View call to open the recording and transcript
- Failed — could not be completed
- Cancelled — cancelled before placing
Troubleshooting
A call failed
A call failed
Check the phone number format (include the country code, e.g.
+1...). You can schedule a new attempt; failed calls can’t be retried in place.I need to cancel a scheduled call
I need to cancel a scheduled call
Open the Scheduled tab and use the trash icon on the call. Cancelling can’t be undone, but you can schedule a new one.