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VocalLabs tutorial

How to set up an outbound calling campaign in VocalLabs

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How to set up an outbound calling campaign in VocalLabs: a short narrated video recorded in the real app, plus the 6 written steps below, shows every click in order.

6 stepsVocalLabsMade with Explaino

By Explaino Team. Updated

Step 1 of 6

Recorded once, then narrated, zoomed and captioned by Explaino.

Follow along

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to VocalLabs. Let's set up an outbound calling campaign from start to finish. We begin in the sidebar, expanding the Campaign menu to reach the campaigns area of the platform.

  1. 1

    From the menu we open the Campaign List, where every campaign you've built is gathered in one place

    Here the Create Campaign button opens a short form: you give the campaign a name, then pick the AI agent that will handle the conversations, choosing from your recently used agents or the full agent list. These two choices, the name and the agent, define a new campaign at this stage. Everything else, from the prospect data to the calling rules, is configured afterwards inside the campaign itself, which is exactly where we're heading next.

  2. 2

    Closing the dialog, we return to the campaign list and head into a campaign's own workspace, wher

  3. 3

    Next, the Upload option

    This is where the Excel sheet of prospect data goes, so the agent has the names and phone numbers it needs to start dialling through the queue.

  4. 4

    Closing the upload panel, we move to Settings, the tab that holds the behavior of the campaign it

  5. 5

    Scrolling through, you can review campaign log settings, call settings, and the maximum retry att

  6. 6

    Finally, back at the top, the status toggle flips the campaign from Inactive to Active, and that'

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