Skip to main content
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.
Outbound calls are allowed between 8am and 6pm in the selected timezone. Pick a time inside that window or the form won’t submit.
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

You need an agent, phone number, call goal, and a future time within the 8am–6pm window of the chosen timezone. The form flags whatever is missing or out of range.
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.
Open the Scheduled tab and use the trash icon on the call. Cancelling can’t be undone, but you can schedule a new one.