Outbound Calls

Creating & Managing Campaigns

Step-by-step guide to creating and managing outbound call campaigns, including lead imports and monitoring

An outbound “campaign” determines when, how, and to whom calls are made.

1. Setup a Campaign

1. Go to Outbound / Campaigns in your dashboard.
2. Click Create New Campaign:
   • Name: e.g. “January Promo,” “Payment Reminder,” etc.
   • Assistant: Which AI assistant will handle these calls
   • Window: Choose the time window for the campaign.

2. Importing Leads

• CSV File: Upload phone numbers (plus any extra columns, like name or account number).
• Google Sheets: Connect via the no-code platform or direct integration to pull leads.
• CRM: Some CRMs (HubSpot, GHL, etc.) can send leads directly to OtoniStark via API or automation.

3. Call Retries & Scheduling

• Max Retries: e.g., attempt each lead up to 2 times if they don’t answer.
• Retry Interval: Minutes/hours between retries.
• Time Window: e.g., only call between 9 AM and 6 PM local time to avoid inconveniencing leads.

4. Monitoring & Pausing

• Once the campaign is live, calls happen automatically during the allowed hours.
• You can pause or stop the campaign anytime to revise your script or leads list.

5. Analyzing Results

• Visit Campaign Reports to see:

  • How many calls were answered vs. no-answer
  • Number of successful vs. failed calls
  • Average call duration, etc.

Note: Large campaigns with thousands of leads can run concurrently, as AI can handle parallel calls. Watch your minute usage to avoid unexpected costs.