How to create an AI calling campaign
Creating a calling campaign means defining everything the AI needs to run a specific type of call well, the goal, the pitch, who it's talking to, and the rules for how persistent it should be when someone doesn't answer.
Set the campaign goal and pitch
Start with what success looks like for this campaign, booking a demo, qualifying a lead, confirming an appointment, and write the product or offer pitch the AI should use to explain why the call matters to the person on the other end.
Define qualification and booking settings
Decide what questions the AI should ask to determine if someone is a good fit, and configure how bookings should happen, whether that's checking a connected calendar directly or using a booking link.
Configure retry and timing rules
Set how many times a lead should be retried if they don't answer, how long to wait between attempts, and any timezone considerations so calls go out at appropriate times for the people you're actually calling.
Frequently asked
Yes, most platforms support running several campaigns simultaneously, each with its own agent, pitch, and settings.
More in Implementation
Building an AI voice agent mainly means defining who it is, what it should accomplish, and how it should talk, rather than writing code. Most of the actual work is thinking through the conversation the way you'd brief a new hire.
Deploying an AI voice agent means connecting it to a real campaign, a real lead source, and setting it live, moving from a tested configuration to one that's actually handling calls with real prospects.
Automating lead follow up means setting up a system that reaches back out to leads who didn't convert on the first touch, on a defined schedule, without depending on a rep remembering to do it manually.
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