Voice Outreach

AI voice calling that works a CRM segment, has natural conversations, and writes outcomes back.

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Voice Outreach is an AI voice agent that makes outbound calls - working a list from your CRM, holding a natural conversation from a script you set, and writing the outcome back to the deal.

Setting up a campaign

  1. Accept the compliance attestation - a one-time confirmation that you're using outbound calling responsibly. This is required before anything dials.
  2. Build the script - persona, goal and guardrails for how the agent speaks (grounded in your Brand Identity).
  3. Provision the agent and set the caller number.
  4. Test with a call to your own number - listen back and read the transcript.
  5. Go live to start working the list.

What you get back

Each call is logged with its outcome, duration, transcript and sentiment. Outcomes write back to your CRM (a stage change, an objection note), and the Brain absorbs results and objections to sharpen future outreach. A monthly call cap and daily spend safeguards keep it controlled.

Who operates it

For compliance reasons, the calling controls (attestation, provisioning and dialling) are operated by your account team rather than self-served in the dashboard. You can see status and call history.

Voice Outreach is team-only to operate - attestation, provisioning, test calls and going live all stay with your team, by design, for compliance. Clients can see status and history but don't dial. Requires your telephony keys set under Agency integrations.

Setup prompts you might hit

When your team provisions or test-calls, the platform requires a few steps in order, each with a clear prompt:

  • "Accept the compliance attestation before placing a call." - tick the attestation first.
  • "Enter a phone number in E.164 format, e.g. +447700900123." - use the full international format.
  • "Provision the agent and set the ElevenLabs phone number id first." - finish provisioning before testing.
  • "No ElevenLabs key configured for this agency." - set your telephony keys under Agency integrations.

Work through them top to bottom and you'll be live.