Use this when your team is cleared to place outbound calls and needs a consistent checklist. It does not replace your internal policies or any industry rules you must follow.
Outbound CallingOutboundCallingOperators
How to launch an outbound call from a live agent
Once your agent is Active, outbound calling is an operational workflow in your workspace. This guide describes how to run it confidently.
VoxxAgent TeamApril 14, 20266 min read
What this guide is for
When to use this workflow
Use it for scheduled callbacks, proactive outreach, or one-off tests. If you are unsure whether outbound is enabled for your tenant, confirm with your VoxxAgent contact before proceeding.
Step-by-step: launching a call
- Open the workspace and select the Active agent you intend to use.
- Enter or select the destination number according to your approved process (manual entry, uploaded list, or integrated source—depending on your setup).
- Review the on-screen summary (agent identity, from-number if shown, and any campaign label) before confirming send.
- Start the call and stay available for any live handoff or supervision your program requires.
- After the call ends, open the record from call activity to confirm disposition or notes your team cares about.
What to review before launching
Confirm the agent is Active—not Creating. Double-check time zone and calling window rules your organization follows. If your workflow uses a script or offer, ensure the version in market matches what operations expects.
What to monitor after
Watch connection success, duration, and outcome labels on a sample of calls each day when volume is new or changing. If many calls fail at connect or end immediately, pause volume and contact VoxxAgent with examples.
Want help with a live workflow?
Our team maintains your deployed agents. For usage questions, first batch launches, or inbound performance reviews, open a ticket or reach the solutions team—we partner with you on operations after go-live.
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