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Documentation Index

Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt

Use this file to discover all available pages before exploring further.

Outbound Campaigns list in light mode
Outbound Campaigns let the AI agent place calls to customers — for billing reminders, appointment confirmations, NPS follow-ups, renewals, or anything else where you reach out instead of waiting for inbound. Each campaign attaches a flow to a list of contacts and dispatches calls at a controlled rate. For one-off calls outside a campaign, see Dispatch Single.

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Accessing Outbound

Navigate to Outbound > Campaigns in the left sidebar.

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What’s on the page

The campaigns table shows every outbound voice campaign in the tenant.
ColumnWhat it shows
NameThe campaign name (e.g., “Late Payment Reminder”).
TypeIcon for the campaign type.
ActiveStatus indicator — paused or running.
Batch SizeMaximum concurrent calls the dispatcher will schedule at once.
CreatedWhen the campaign was created.
FlowThe flow this campaign runs. Click to open it in the flow editor.
SchedulerLink into the campaign’s scheduler tab.
Top-right actions:
  • Filter — narrow the campaigns by name, date, or active status.
  • Dispatch Single — open the one-off call form.
  • Create Campaign — start the campaign-creation flow.

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Creating a campaign

Click Create Campaign to start the create flow. You’ll attach a flow, configure the dispatcher, and upload a contacts manifest. The contacts table inside the campaign is where the actual call queue lives.

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Inside a campaign

Open a campaign by clicking its row. Each campaign has two tabs.

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Scheduler

Campaign Scheduler tab in light mode
Controls when and how aggressively the dispatcher places calls.
  • Batch Size — maximum concurrent calls the dispatcher will schedule at once. Higher numbers process the contact list faster but consume more telephony capacity.
  • Dispatcher On/Off — master switch. Flip on when you want the campaign to start placing calls.
  • Calendar — schedule windows for when the dispatcher is allowed to run. Same calendar widget as the platform-wide Schedule page, but scoped to this campaign. Use windows like “Tue–Thu 10am–4pm” to respect customer timezones and call-time rules.
The Edit Queue button in the top-right opens the queue settings (max concurrent calls, retry policy) in a side panel.

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Contacts Table

Contacts Table in light mode
The full queue of contacts. Each row is one outbound call.
ColumnWhat it shows
Phone NumberThe customer’s number.
StatusQueued / Launched / Completed / Failed.
VoiceThe synthetic voice used for this call.
AI Phone NumberThe caller-ID number the call dials from.
ParametersPer-contact parameters merged into the flow (e.g., FirstName).
TranscriptLink to the transcript after the call completes.
Launched AtWhen the call was dispatched.
Top-right toolbar:
  • Add — append contacts to the campaign. The add dialog supports CSV upload and inline entry.
  • Launch — manually launch the selected contacts (overrides batch-size pacing for emergencies).
  • Relaunch — re-dispatch contacts that already ran. Useful for retry-after-fix scenarios.
  • Delete — remove contacts from the campaign.
  • Edit — modify exactly one contact’s parameters before it dispatches.

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Dispatch Single

Manual Launch Call in light mode
The Dispatch Single action (top-right of the Campaigns page) opens a one-off launch form for placing a single outbound call without setting up a campaign. Use for ad-hoc test calls, executive follow-ups, or any single dispatch that doesn’t justify a campaign. Required fields:
  • Flow — the conversation flow to run.
  • Agent Phone Number — the caller-ID number to dial from.
  • Voice — the synthetic voice.
  • Customer Number — the number to dial.
  • Speech to Text Runner and Model — transcription configuration (default: deepgram / flux).
Click Launch to place the call.

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Per-contact parameters

Each contact in a campaign can carry parameters that get merged into the flow at call time. The Contacts Table shows these in the Parameters column — for example, a FirstName parameter so the agent says “Hi Demo A, this is…” instead of a generic greeting. Set per-contact parameters when uploading the contact manifest, or use Edit on a single row to tweak before dispatch.

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Compliance: Do-Not-Call

Manage your tenant’s Do-Not-Call suppression list under Settings > Operations > Do Not Call — see Operations. Before launching a campaign, review the DNC list against your contact manifest to keep prohibited numbers out of the queue.

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Tips

  • Start with a small batch size. A batch size of 1–3 lets you watch the first few calls before opening the floodgates.
  • Use call-time windows. Even if your contacts span timezones, the campaign Scheduler’s calendar makes it easy to respect “no calls before 9am or after 8pm local time” rules.
  • Set caller-ID to a number the customer recognizes. Calls from unrecognized numbers get answered far less often.
  • Watch the first conversations. Use Live View to monitor the first few real outbound calls — that’s where flow bugs surface fastest.

Email campaigns

Outbound via email instead of voice.

Points of Contact

Configure the caller-ID numbers campaigns dial from.

Live View

Watch calls go out in real time.

Operations

Manage the Do-Not-Call list.