Outbound Calls

Outbound calls let you initiate AI-powered phone calls from Dynaris. Your voice agent calls the specified number, follows your instructions, and logs the results.

Making outbound calls

Through conversation

Ask your agent to make a call:

"Call John Smith at 555-0123 and confirm our meeting tomorrow at 2pm"

"Call the prospect at Acme Corp and introduce our consulting services"

Batch outbound calls

For campaigns, you can trigger calls to multiple contacts:

"Call all contacts tagged 'demo scheduled' and confirm their appointments"

Calls are made sequentially, with results logged for each contact.

How outbound calls work

  1. You initiate the call through chat or a scheduled workflow
  2. Agent dials the contact's phone number via Twilio
  3. Conversation -- The agent follows your instructions and engages naturally
  4. Actions -- During the call, the agent can update contacts, check data, and take notes
  5. Post-call -- Results are logged, follow-ups scheduled, and status updated

Outbound call configuration

Instructions

When initiating an outbound call, provide clear instructions:

  • Purpose -- Why are you calling? (confirm meeting, introduce product, follow up)
  • Talking points -- Key information to cover
  • Outcome goals -- What should the agent try to achieve? (book a meeting, get a commitment, answer questions)

Context

The agent has access to:

  • The contact's information (name, company, history)
  • Your Knowledge Base
  • Any tools enabled for the voice agent

This means the call is personalized and informed.

Use cases

Meeting confirmation

"Call everyone with meetings tomorrow and confirm they are still attending"

Sales outreach

"Call the top 10 leads from this week's import and pitch our enterprise plan"

Follow-up calls

"Call contacts who received our proposal last week and ask if they have questions"

Appointment reminders

"Set up a daily workflow to call patients with appointments the next day and remind them"

Results and logging

After each outbound call:

  • A full transcript is saved
  • Call duration and outcome are logged in the Events feed
  • Contact records are updated with the interaction
  • Any follow-up tasks created by the agent are scheduled

Multi-channel sequences

Outbound calls work best as part of a broader sequence:

"Set up a 5-touch sequence: email on day 1, email on day 3, call on day 5, SMS on day 7, call on day 10"

The outbound agent coordinates with email and SMS agents to run a complete multi-channel campaign.

Tips

  • Call at appropriate times -- Schedule outbound calls during business hours for the contact's timezone
  • Keep calls focused -- Give the agent a clear, specific objective for each call
  • Review outcomes -- Check call transcripts to refine your approach
  • Combine with contacts -- Agents use contact data to personalize the conversation