📞 Setting Up Outbound Calls for Your AI Assistant

1. Prerequisites

• Phone Number Assigned
  Make sure your AI assistant already has a phone number attached. Outbound calls won’t work otherwise (see your assistant’s settings to assign one).
  
  

• Assistant ID
  You’ll need the unique bot ID of your AI assistant (can be copied from the ellipsis menu or from inside the assistant editor).
  
  

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2. Create a Workflow in Your CRM

1. Go to Automations / Workflows
   
   

   • Navigate to your CRM’s Automations section.
     
     

2. Start a New Workflow or add to an existing one
   
   

   • Create a workflow from scratch or add this action to an existing one (e.g., Facebook leads, web form submissions, etc.).
     
     

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3. Add a Drip Action (Recommended for Multiple Calls)

• Why?
  To prevent “call collisions” caused by overwhelming your number—which is limited by Twilio, by default to 2 calls per second (CPS)—when multiple contacts are processed simultaneously (which can lead to failed calls).
  
  

• How:
  

  • Add a Drip action before your “Make AI Call” action.
    
    

  • Example:
    
    

    • Batch size: 1
      
      

    • Time interval: 0.1 minute (6 seconds) This will allow for up to six calls per minute.
      
      

  • Adjust for higher volume as needed, but never overload your number(s).
    
    

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4. Add the “Make AI Call” Action

• Search for: Make AI Call in your workflow actions.
  
  

• Paste in the Assistant ID you copied earlier.
  
  

• (Optional) Use Number Pool ID:
  

  • For high volume, add a pool of numbers (see number pool documentation).
    
    

  • Paste the number pool ID in the action to rotate outgoing numbers.
    
    

• (Optional) Add Custom Variables:
  

  • You can pass up to 5 variables (custom.one to custom.five).
    
    

  • Use any field from your CRM/contact (e.g., lead type, product interest, etc.).
    
    

In your AI assistant’s prompt, use variables like {{custom.one}} to get the information from the Make AI Call action into the assistant’s conversation.

 

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5. Tips & Best Practices

• High-Volume Outbound:
  

  • Use a number pool.
    
    

  • Limit number of calls per number per day (avoid spam flagging).

• Drip Mode:
  

  • Prevents too many simultaneous dials.

• Custom Variables:
  

  • Use them for maximum personalization—you can pass almost anything from your CRM!

• Testing:
  

  • Test with a contact before scaling up.