How-To GuideBeginner5 min read

How to Enable Outbound Calling for Your AI Receptionist

Enable your AI to make outbound calls for appointment reminders, follow-ups, and confirmations. Accept terms and configure outbound settings.

Quick Answer: Enable outbound calling by going to Connect > Phone, scrolling to the Outbound Calling section, clicking 'Review & Accept Terms', and agreeing to the outbound calling policies. Your AI can then make calls on your behalf.

What You'll Learn

This guide walks you through enabling outbound calling so your AI receptionist can proactively call customers for reminders, confirmations, and follow-ups.

Step-by-Step Setup

Navigate to Connect > Phone
Scroll to the Outbound Calling section
Click Review & Accept Terms
Read the outbound calling agreement carefully
Check the box to accept the terms
Click Confirm
Outbound calling is now enabled

What Your AI Can Do with Outbound Calling

Appointment reminders: Call customers before scheduled appointments
Confirmation calls: Verify appointments and collect any needed information
Follow-up calls: Check in after service completion
Estimate follow-ups: Contact leads who haven't responded to estimates
Rescheduling: Reach out when appointments need to be moved

Outbound Calling Best Practices

Time appropriately: Avoid calling too early or late (respect time zones)
Be clear about purpose: AI should state why it's calling immediately
Limit attempts: Don't call the same customer repeatedly
Offer alternatives: Let customers respond via text instead
Honor opt-outs: Respect customers who don't want calls

Setting Up Automated Outbound Calls

After enabling outbound calling, configure automations to trigger calls:

Go to Automations in your dashboard
Create a new automation with your desired trigger (e.g., 'Day before appointment')
Add an action to make an outbound call
Configure what the AI should say and ask
Set conditions and timing
Enable the automation

Frequently Asked Questions

Q: Are outbound calls charged differently?
A: Outbound calls use the same minutes as inbound calls within your plan. Check your subscription details for limits.

Q: Will calls show my business number as caller ID?
A: Yes, calls will display your AI receptionist's phone number.

Q: Can customers call back the number that called them?
A: Yes, calling back will connect them to your AI receptionist.