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Outbound lets your Genie call your existing customers on your behalf — to follow up on a support ticket, confirm an appointment, or check in after a purchase. It is not a cold-calling or sales-prospecting tool: every call assumes you already have a relationship with the person being called.

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Before you start

You’ll need:
  • A Genie already set up with a voice and knowledge base.
  • A list of contacts to call, or an integration that triggers calls automatically.
  • A phone number assigned to your workspace for outbound calls.

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Your first campaign

  1. Open your Genie and go to Campaigns.
  2. Choose New Campaign and pick the audience — upload a contact list or connect an existing segment.
New Campaign screen with the audience upload/selection step
  1. Write (or accept the suggested) opening greeting and the information you want collected during the call.
  2. Review the compliance checklist — every campaign must pass this before it can be scheduled.
  3. Schedule or launch, and watch calls happen live from the Calls tab.
Live Calls tab showing in-progress call statuses

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What a contact experiences

When a call connects, the contact first hears a short recorded message confirming the call may be recorded, in line with the rules of their region. After that, your Genie starts the conversation normally. If the contact asks to be transferred to a person, or asks not to be called again, Outbound handles both automatically.