Testing your outbound campaign

Learn how to make test calls and understand AI agent optimization. In this video, you'll learn how to:

Making Test Calls

Setup:

Enter contact phone number and name

Name automatically injects into the conversation as a variable

Click to initiate the call

Call Monitoring:

View active calls in your dashboard in real-time

Access call records immediately after completion

Records display contact name and phone number

Important Best Practices:

The AI agent needs time to optimize after initial creation:

Think of it as a learning process - "crawl, walk, then run"

Conduct at least 10 test calls before making significant changes

Early calls may experience issues like sudden stops, cutoffs, or premature call endings

These issues are typical during the initial training phase

Avoid being overly critical during the first 10 calls

Inbound Agent Pairing:

Create a corresponding inbound agent with the same phone number

Ensures missed calls can be returned to a similar AI agent

Maintains conversation continuity and purpose alignment

Provides seamless experience for contacts calling back

This setup ensures your outbound campaign is properly optimized and provides a complete calling solution for both outbound and inbound interactions.