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Outbound Calling
Placing Outboud Calls with Phonely
Help Center ➔ Workflows ➔ Outbound Calling ➔ Google sheets outbound calling

Google sheets outbound calling

Last updated September 13, 2024

🚀 How to Make Outbound Calls Using Phonely

Hey there! 👋 In this quick tutorial, we’ll walk you through the steps to place outbound calls using Phonely. Let’s dive in! 🏄‍♂️

1. Accessing the Agent Page

  • First, head over to the Agent Page. 🖥️
  • Navigate to the Workflows Tab. 📂

2. Selecting Outbound Workflows

  • You’ll see two options: Inbound and Outbound.
  • Since we’re making outbound calls, click Outbound. ☎️

3. Setting Up a Trigger Condition

  • Phonely needs a trigger condition to place an outbound call. 🚦
  • You can connect via:
  • Zapier 🔗
  • Google Sheets 📊
  • Webhook 🌐
  • In this example, we’re using Google Sheets.
  • If you haven’t connected your Google Sheets, click Connect (or Reconnect if already linked). 🔗

4. Syncing Google Sheets Data

  • After connecting, choose your spreadsheet (e.g., Test Outbound) and select Sheet 1. 📋
  • Phonely will automatically sync the headers and rows (like phone numbers, names, and appointment times). 🔄
  • These are dynamic variables and will automatically update with each new row. 💡

5. Building the Call Script

  • Next, link the Outbound Call Block with your dynamic variables. 🎯
  • Set up voicemail instructions (e.g., “Hey [Name], I was calling about [Reason for Calling], just checking if you can make it to your [Appointment Time]”). 🗣️
  • The system will update based on each row's info from Google Sheets. 📊

6. Advanced Features

  • You can customize prompts and add instructions for IVR navigation, like getting to a representative. 🧑‍💻
  • Want to get fancy? Try split testing and optimization to enhance agent performance! 🏆

7. Integrating Inbound Workflows

  • You can even link outbound and inbound workflows together! For example:
  • After an outbound call, transfer to an Appointment Rescheduling workflow. 📞➡️📅

And that’s it! 🎉 You’ve now created an outbound call workflow in Phonely. Explore blocks like the Prompt Block and Multi-Ask Block for even more functionality.

Thanks for tuning in, and happy calling! 📞😊

Need more tips? Stay tuned for more tutorials on creating your AI phone agent with Phonely! 🎥💡

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