Running outbound calls

In the Campaigns section, the Outbound area lets you automate outbound calls at scale — from lead qualification and appointment reminders to customer follow-ups and surveys. Define your audience, assign an agent, and let Agni handle the rest.

Campaigns dashboard showing all campaigns with status, success rate, and contact counts

How Campaigns Work

Create a campaign

Give your campaign a name, select the AI agent that will handle calls, and choose your Caller ID.

Add contacts & configure settings

Select contacts to call, set your call window (timezone, hours, active days), and configure advanced settings like retries and gap between attempts.

Launch

After creating the campaign, click the Start button on the campaign overview page. Agni dials contacts automatically within your configured call window.

Monitor & optimize

Track completion rates, call outcomes, and campaign progress in real-time from the campaign overview.

Creating a Campaign

Click + New Campaign from the Campaigns page. Campaign creation is a two-step process.

Step 1 — Campaign Details

New Campaign step 1 — enter campaign name, select AI agent, and choose Caller ID

Field	Description
Campaign Name	A recognizable label for your campaign (e.g., “Q1 Customer Outreach”)
AI Agent	The voice agent that will handle the calls. You can search across all active agents.
Caller ID	The phone number calls will be placed from. Select from your verified numbers.

Step 2 — Contacts & Settings

New Campaign step 2 — select contacts and configure call window

On the second step, select your contacts and configure the call schedule. Selecting Contacts Use the filter tabs to narrow your contact list:

Tab	Description
Fresh Leads	Contacts that have never been called
Need Follow-up	Contacts that require a follow-up call
Failed - Retry	Contacts where previous call attempts failed
All	Your entire contact list

You can also filter by Tags, Status, Last Called, or Added date, and use Select All to include your entire filtered list. Call Window Define when Agni is allowed to place calls:

Setting	Description
Timezone	The timezone used to enforce your call window (e.g., UAE / Dubai UTC+04:00)
From / To	Start and end time for calls each day (default: 09:00 AM – 05:00 PM)
Active Days	Days of the week calls are permitted (default: Mon–Fri)

Advanced Settings

Setting	Description	Default
Max Concurrent	Maximum simultaneous calls. Capped by your plan limit.	Up to 5 on free plans
Retries	Number of retry attempts per contact if the call is unanswered	2
Gap (Min)	Minimum time in minutes between retry attempts	30

Max Concurrent calls are controlled by your plan. Free plans support up to 5 concurrent calls. Upgrade your plan to increase this limit.

Call window and Advanced Settings panel showing Max Concurrent, Retries, and Gap fields

Click Create Campaign to finish. Your campaign will be created in Draft status.

Starting a Campaign

After creation, you’ll land on the campaign overview page. The campaign starts in Draft state — no calls are placed yet. Click the Start button (top right) to activate the campaign. Agni will begin dialing contacts within your configured call window. You can pause a running campaign at any time from the campaign card on the Campaigns page or from within the campaign overview.

Campaign Overview

Once a campaign is created, clicking into it shows a full overview:

Section	Description
Campaign Progress	Bar showing Successful, Failed, No Answer, In Progress, and Pending contacts
Total Contacts	Total number of contacts in the campaign
Success Rate	Percentage of calls that achieved the desired outcome
Contacted	Number of contacts successfully reached
In Progress	Calls currently being placed
Recent Activity	Live feed of call events as they happen

The right panel shows your Configuration (agent, outbound number), Schedule (call window, max concurrent), and Retry Policy (attempts, gap between retries).

Campaigns Dashboard

The main Campaigns page shows all your campaigns and a high-level summary at the top:

Metric	Description
Total Calls	Total calls placed across all campaigns
Running Calls	Calls currently in progress
Avg Success	Average success rate across campaigns
Active	Campaigns currently running
Scheduled	Campaigns scheduled to run

Each campaign card displays the agent’s phone number, creation date, total contacts, success rate, contacted count, and pending contacts. Campaigns can be in Active, Paused, Completed, or Scheduled states. Use the filter tabs (All, Active, Scheduled, Paused) or the search bar to find specific campaigns.

Contact Management

Importing Contacts

Contacts can be added via CSV upload or the API before being assigned to a campaign. Via CSV Upload:

phone,name,company,appointment_date
+14155551234,John Smith,Acme Corp,March 30
+14155559876,Jane Doe,TechCo,April 2
+14155555555,Bob Wilson,StartupHQ,April 5

Via API:

curl -X POST https://api.ravan.ai/api/v1/contacts/ \
  -H "X-Api-Key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "phone": "+14155551234",
    "first_name": "John",
    "last_name": "Smith",
    "company": "Acme Corp",
    "custom_fields": {
      "appointment_date": "March 30"
    }
  }'

Using Contact Data in Calls

Contact fields map to dynamic variables in your agent prompt:

You are calling {{first_name}} {{last_name}} from {{company}}
about their appointment on {{appointment_date}}.

Campaign Patterns

Appointment Reminders

Goal: Reduce no-shows by confirming appointments 24 hours ahead.

Agent prompt: Confirm date/time, offer reschedule option
Concurrency: 5–10 (high volume, short calls)
Call window: Business hours, day before appointment
Retries: 2
Dynamic variables: {{patient_name}}, {{appointment_date}}, {{doctor_name}}

Lead Qualification

Goal: Qualify inbound leads before passing to sales.

Agent prompt: Ask qualifying questions (budget, timeline, decision maker)
Concurrency: 3–5 (longer conversations)
Call window: Within 5 minutes of lead submission
Retries: 3 (over 2 days)
Post-call analysis: Extract qualification score

Customer Surveys

Goal: Collect NPS or satisfaction feedback post-purchase.

Agent prompt: Ask 3–5 structured questions, thank the customer
Concurrency: 5–8
Call window: 2–7 days after purchase
Retries: 2
Post-call extraction: Rating (1–10), comments, follow-up needed

Re-engagement

Goal: Win back churned or inactive customers.

Agent prompt: Acknowledge absence, offer incentive, address concerns
Concurrency: 3–5
Call window: Weekday afternoons (highest answer rate)
Retries: 2 (avoid being pushy)
Tone: Warm, no hard sell

Cost Optimization

Start small

Test with 50–100 contacts first. Optimize the prompt and settings before scaling to thousands.

Time it right

Calls between 10am–12pm and 2pm–5pm local time have the highest answer rates. Avoid early mornings and late evenings.

Use retries wisely

2 retries with a 30-minute gap is a solid default. More retries rarely improve reach and increase costs.

Match concurrency to volume

Start at 2–5 concurrent calls and scale up. Free plans are capped at 5 — upgrade for higher throughput.

Compliance

Outbound calling is regulated. Ensure compliance with local laws before launching campaigns.

TCPA (US) — Obtain prior express consent before automated calls. Honor Do Not Call lists.
GDPR (EU) — Lawful basis required for processing phone numbers. Provide opt-out on every call.
Local regulations — Check calling hour restrictions in your target regions.
Caller ID — Always display a valid caller ID number. Spoofing is illegal.

Agni provides tools to manage opt-outs and consent — use them. Non-compliance can result in significant fines.

Welcome to Agni

Getting Started

Platform

Builder

Campaign

Management

Operation

Resources

Outbound

Running outbound calls

How Campaigns Work

Creating a Campaign

Step 1 — Campaign Details

Step 2 — Contacts & Settings

Starting a Campaign

Campaign Overview

Campaigns Dashboard

Contact Management

Importing Contacts

Using Contact Data in Calls

Campaign Patterns

Cost Optimization

Start small

Time it right

Use retries wisely

Match concurrency to volume

Compliance

​Running outbound calls

​How Campaigns Work

​Creating a Campaign

​Step 1 — Campaign Details

​Step 2 — Contacts & Settings

​Starting a Campaign

​Campaign Overview

​Campaigns Dashboard

​Contact Management

​Importing Contacts

​Using Contact Data in Calls

​Campaign Patterns

​Cost Optimization

Start small

Time it right

Use retries wisely

Match concurrency to volume

​Compliance

Running outbound calls

How Campaigns Work

Creating a Campaign

Step 1 — Campaign Details

Step 2 — Contacts & Settings

Starting a Campaign

Campaign Overview

Campaigns Dashboard

Contact Management

Importing Contacts

Using Contact Data in Calls

Campaign Patterns

Cost Optimization

Compliance