Use outbound calls for campaigns, reminders, qualification, and follow-up. Use inbound calls for support, lead capture, bookings, and front desk automation.

​
Checklist

1

Select the agent.

Review this item before moving the agent to production.
2

Attach a phone number or web call channel.

Review this item before moving the agent to production.
3

Set metadata.

Review this item before moving the agent to production.
4

Start with internal calls.

Review this item before moving the agent to production.
5

Gradually route real traffic.

Review this item before moving the agent to production.