Outbound Calling at Scale
Instead of manually calling customers one by one, let Clara do it. She can:- Call hundreds or thousands of customers in minutes
- Deliver consistent messaging (every call has the same quality)
- Book appointments directly from the call
- Handle objections intelligently
- Log results automatically (no manual data entry)
How It Works
- You upload a list - CSV file with phone numbers (or we can pull from your contacts)
- Write a script - What Clara should say
- Set the timing - When to start calling (respecting business hours)
- Clara calls - She reaches out to each customer, one by one
- Log results - Appointments booked, messages left, objections handled
- Review analytics - See what worked and what didn’t
Use Cases
Appointment Reminders
“This is Clara reminding you of your appointment tomorrow at 2pm. Press 1 to confirm.”
Lead Qualification
“Hi, we have a special offer this week. Are you interested in learning more?”
Win-Back Campaigns
“We miss you! It’s been 3 months. Can we get you back in?”
Survey/Feedback
“Quick question: How was your recent visit? Rate 1-5.”
Event Invitations
“You’re invited to our workshop next Saturday. Want to register?”
Upsell/Cross-Sell
“We have a new service you might love. Want to hear about it?”
Campaign Management
Go to https://agentclara.app/launch/outbound to manage campaigns. You’ll see:- Active campaigns (currently calling)
- Completed campaigns (finished)
- Results (appointments booked, calls made, etc.)
- Call recordings (listen to any call)
Campaign Tabs
Campaigns
Create, edit, and manage campaigns
Templates
Pre-written scripts you can reuse
Bookings
Appointments booked from outbound calls
Settings
Configure calling rules and times
Key Features
Intelligent Dialing- Clara recognizes voicemail and leaves messages
- She handles objections (“I’m not interested” → “I understand…”)
- She books appointments automatically
- Respects business hours (doesn’t call at midnight)
- Spreads calls throughout the day (doesn’t call 1,000 people at 9am)
- Timezone-aware (calls during their business hours, not yours)
- TCPA-compliant (hits Do Not Call list, respects opt-outs)
- Call recording and consent handling
- Detailed audit trail for compliance
- See exactly how many calls were made
- How many answered, how many voicemails
- How many appointments booked
- Listen to any call recording
Quick Start
Go to Outbound
Upload Contacts
- Option A: Upload a CSV file (phone, name, context)
- Option B: Select contacts from your existing database
Write Your Script
Tell Clara what to say. Keep it natural:
“Hi [Name], this is Clara calling on behalf of [Business]. I’m reaching out because we have a new service you might be interested in. Do you have a quick minute?”Pro tip: Write like you’re having a real conversation, not reading a script.
Set Timing
- When to start: Today, tomorrow, or schedule for later
- Call window: 9am-5pm, 10am-8pm, etc.
- Timezone: Your timezone or customer’s timezone
- Rate: Spread calls (don’t overwhelm people)
Campaign Types
Appointment Reminders
“Hi [Name], this is Clara from [Business]. I’m calling to remind you of your appointment tomorrow at [time]. Press 1 to confirm, 2 to reschedule.” ✅ Best for: Reducing no-showsLead Follow-Up
“Hi [Name], this is Clara. We met last week and I promised to follow up about [topic]. Are you still interested?” ✅ Best for: Keeping leads warmSurvey/NPS
“Hi [Name], quick question: How would you rate your recent visit? Press 1-5.” ✅ Best for: Getting feedback quicklyEvent Promotion
“Hi [Name], you’re invited to [event]. It’s [date] at [location]. Want to register? Press 1 for yes.” ✅ Best for: Driving attendanceViewing Results
After launching, watch your campaign dashboard update in real-time:- Calls Made - How many numbers Clara has reached
- Answered - Live conversations
- Voicemail - Left messages
- Appointments Booked - From successful calls
- Conversion Rate - % of calls that converted
- Full transcript - What was said
- Recording - Listen to the call
- Outcome - What happened (booked, voicemail, declined, etc.)
Managing Active Campaigns
While a campaign is running, you can:- Pause - Stop calling (resume later)
- Stop - End the campaign
- Adjust rate - Speed up or slow down calling
- Add contacts - Upload more numbers mid-campaign
Compliance & Legal
Read Compliance for full details.What’s Next?
- Create your first campaign - See Creating Campaigns
- Use templates - See Templates
- Understand compliance - See Compliance
Questions? Email support@agentclara.ai