Prepare an outbound calling campaign

Confirm the source, permitted use, calling purpose, region and time zone. Remove duplicates, invalid numbers and do-not-contact entries. Agree how the assistant handles a person who declines or asks to stop.

Use Outbound Campaign to inspect the available audience, assistant, number and schedule controls. Review the opening message and follow-up behavior. Connected SMS, email or other follow-ups require their own approved destinations and rules.

Run the agreed test before activating the campaign. Check call outcomes, stop handling and any destination action. Monitor the pilot and pause it if routing or behavior differs from the approved scope. Do not retry a call without checking the previous outcome.