Outbound Campaigns
Create and manage outbound call campaigns with Adam. Configure scripts, schedules, retry rules, and voicemail detection for sales outreach, follow-ups, and re-engagement.
Campaign Types
Adam supports several outbound campaign types. Each type targets a different goal, but all use the same setup flow. Choose the type that matches your objective when creating a new campaign.
| Campaign Type | Use Case | Example |
|---|---|---|
| Sales Outreach | Cold or warm calling prospects to qualify interest | Adam calls a list of demo request leads and books meetings |
| Appointment Reminders | Confirming upcoming appointments to reduce no-shows | Adam calls patients 24 hours before their appointment |
| Follow-ups | Re-contacting leads after an event, demo, or initial call | Adam follows up with webinar attendees within 48 hours |
| Re-engagement | Reaching out to dormant leads or churned customers | Adam calls customers who haven't renewed in 90 days |
Setting Up a Campaign
Follow these five steps to create and launch an outbound campaign. Start with a small test batch before activating the full lead list.
- 1
Create the campaign
Go to Sales > Campaigns and click Create Campaign. Give it a name, select the campaign type, and assign the Sales employee (Adam) that will make the calls.
- 2
Upload your lead list
Import leads via CSV, connect your CRM, or set up a webhook. Each lead needs at minimum a phone number and name. Additional fields (company, role, notes) help Adam personalize the conversation.
- 3
Configure the call script
Write the script Adam will follow. Define the greeting, key qualifying questions, objection responses, and desired outcome (book meeting, confirm interest, collect info). Adam adapts the script naturally during the call.
- 4
Set the schedule
Choose calling windows by day and timezone. Set a daily call limit to control pace. Adam respects local time-of-day regulations automatically.
- 5
Launch in test mode first
Enable test mode to run a small sample (5-10 calls). Review transcripts and outcomes. When satisfied, turn off test mode to launch the full campaign.
Campaign Settings Reference
Use the table below to configure each campaign. All settings can be changed while the campaign is active.
| Setting | Description | Default |
|---|---|---|
| Daily Call Limit | Maximum calls Adam makes per day for this campaign | System default (varies by plan) |
| Call Windows | Allowed hours by day and timezone | Business hours (9 AM - 5 PM local) |
| Retry Rules | Number of retry attempts for unanswered calls, with delay between each | 0 retries (configurable: 0-3 with custom delay) |
| Call Recording | Whether calls are recorded for review and training | On (can be turned off per campaign) |
| Voicemail Detection | Adam detects voicemail and follows your voicemail strategy | Leave basic message (options: never leave, custom message) |
| Test Mode | Run campaign with a limited sample before full activation | Off |
Retry Rules and Call Outcomes
When a call goes unanswered, Adam can retry the lead based on your retry settings. You can configure up to 3 retry attempts with a custom delay between each (for example, retry after 2 hours, then again after 24 hours). Each retry counts as a separate call for credit purposes. Adam logs every attempt with one of these outcomes: Connected, Voicemail, No Answer, Busy, or Not Interested. Leads marked "Not Interested" are never retried.
Credit Usage for Outbound Campaigns
Adam uses credits based on voice minutes: 10 credits = 30 voice minutes. A typical outbound call runs 3-5 minutes. If a call reaches voicemail, the voicemail message itself does not consume additional credits beyond the initial connection. Only calls that connect to a live person or leave a voicemail draw from your credit balance.
Note:Large campaigns may be rate-limited for telephony compliance. Do-not-call (DNC) list compliance is your responsibility.
Frequently Asked Questions
Can I import leads from my CRM instead of uploading a CSV?▾
What happens if Adam reaches voicemail on an outbound call?▾
How many credits does an outbound call cost?▾
Related Articles
Still need help?
Contact our team