Get outbound working

Get a number is inbound - a customer dials you. This section is the other direction: the agent places the call. Try this agent never proves outbound. A campaign or API call that looks “dead” is usually a missing plan flag, no trunk to dial out on, or a Draft campaign.

Why setup matters

Three things have to be true or nothing rings out:

1. The plan includes Allow Outbound Calls - Subscription & Billing.
2. A trunk with numbers exists - Get a number. Outbound spends AI minutes and VoIP credits.
3. This agent can place calls - Call handling - Outgoing is available (not plan-locked).

Then pick a path. Do not start three at once.

How the pieces connect

Step	Where	What happens
1	Subscription & Billing	Allow Outbound Calls is on.
2	Telephony - Trunks	A number to dial from.
3	Agent - Call handling - Outgoing	Who speaks first, how long it rings, dropout line.
4	Campaigns, or POST ./initiate-call	Who gets called, and when.

The Outbound sub-tab on Routing is only when a second trunk or prefix must win. With one trunk, skip it.

Open Outbound

The company list is sidebar - Campaigns. The agent’s behaviour is Call handling - Outgoing - not a Campaigns tab.

ob-campaignsExpand

Empty state: No campaigns yet - campaigns dial leads with an AI agent on a schedule you set, then capture structured results. Status chips at the top track Active, Paused, Completed, and Draft.

Outgoing

who speaksringdropout

CampaignsOPENS HERE

listsscheduleTry it on me

API

one call from your system

Which path

A list on a schedule, no code

TURN ONNew CampaignNEEDSSidebar - Campaigns. Campaigns.

CRM event, form, missed-call callback

TURN ONinitiate-callNEEDSAPI - API key with Calls, plus a trunk id.

The agent should wait for hello before talking

TURN ONWho speaks firstNEEDSOutgoing - set Who speaks first? to User (Wait for user to speak).

Demo / unpaid workspaces may lock Outgoing. Activate your subscription first.

First setup - one test call that is not Try this agent

1. Confirm inbound already works

   Your First Agent sounds right, and a production number rings this agent. Outbound on a broken greeting just scales the same greeting.

2. Confirm Allow Outbound Calls and a trunk with numbers

   Subscription & Billing, then Telephony - Trunks. No number on the trunk = nothing to show as caller ID.

3. Open Call handling - Outgoing

   Set Who speaks first? for your use case. Outgoing.

4. Place one call

   Fastest no-code path: Campaigns - + New Campaign - pick a purpose (start with Blank), one lead, Try it on me. Or one API initiate-call.

   

   index-formExpand

5. Open Calls

   You should see an outbound row. If the list is empty, the campaign is still Draft, the schedule window is closed, or the plan / trunk is missing.

Troubleshooting

Try this agent works but campaigns never dial

1. Allow Outbound Calls is on the plan.
2. A trunk has numbers (Manage numbers).
3. Call handling - Outgoing is not locked.
4. The campaign status is Active, not Draft.
5. You are inside the campaign’s calling days and hours (and the right time zone).

The call starts and dies immediately

Outbound spends AI minutes and VoIP credits. Check Subscription & Billing. A transfer to an external number uses the same credits.

Next Steps

Outgoing - who speaks first, ring timeout, dropout.→Campaigns - list, schedule, Try it on me.→API - one call from your system.→