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.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
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
The Schedule call button is disabled
The Schedule call button is disabled
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.