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Prospecting · For Founders, Sales

Voice campaign caller

Adds the people you choose (or the ones an event picks: a deal moving stage, a missed meeting, a quote gone quiet) to a voice campaign. The AI calls them inside the campaign's window in their own time zone, paced within your call lines; it says it's an AI first, retries no-answers a few times, leaves a short voicemail in your agent's voice when you set one up, and stops when the goal is met or they ask it to stop. Only people with the right consent on file are called.

Opens the template in the app. Sign in or start free first.

Markdown version

What it's for

Reach every person in the campaign once, in their calling hours, and stop when the goal is met.

  • Re-engaging a list or segment
  • Calling back no-shows and quiet quotes
  • Event and webinar reminders

What you get

  • Whether the person was added (or why not)
  • The campaign's live progress

When it runs

  • When you run it
  • When a deal moves stage
  • When someone misses a meeting
  • When a sent quote has had no reply for a while

What it uses

  • Phone calls (needs your own Telnyx account)

When you run it yourself, you choose (an event fills these in):

  • The campaign (Calls → Campaigns)
  • The person to add

Its steps

  1. Add to the campaign
  2. Progress

Approvals

Off until an owner turns on outbound AI calls (Settings → Voice agents) and launches the campaign. Each call is checked when it's dialled: opt-outs, do-not-call lists, prior express written consent for marketing calls, the calling window (8 a.m.–8 p.m. their time, holidays, state rules), state caps and the kill switch. The call opens with the AI disclosure; a voicemail carries the AI announcement and your callback number.

Checked before release

The template's eval suite must pass these before a version ships:

  • Calls a person with written consent through the calling gate
  • Never calls a person without written consent
  • Does nothing while outbound AI calls are off

Questions

Who gets called?
Only people whose number has prior express written consent for automated calls on file (for marketing campaigns), who haven't opted out and aren't on a do-not-call list, inside their calling window.
What does the voicemail say?
The AI announcement with your business name and callback number, then your own short message (no amounts or account details). You choose which attempts leave one, and how many at most.
  • ICP list builder

    Each week, finds the accounts in your CRM that fit your ideal customer profile — leaving out customers, partners, accounts with open deals and anyone on a must-not-contact list — and stages them as segments by territory for each owner to approve.

  • Fit qualifier

    Answers your plain-language fit questions for every account on a list: pass, fail or unsure per question, each with a one-line reason and its source — a CRM field's value, or a quote checked word for word on the account's own site — and an overall verdict.

  • Design-partner recruiter

    Works a recruiting goal from your ranked waitlist: each weekday it updates every candidate's stage from the CRM and drafts the next few founder-style emails, each waiting for your approval.

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