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Voice AI outbound calling lets you use AI agents to make automated phone calls to contacts — for appointment reminders, follow-ups, lead qualification, and more.

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Creating an outbound campaign

1

Set up your Voice AI agent

Go to AI Agents → Voice AI and create or select an agent. Configure its personality, knowledge base, and call script. See Creating agents.
2

Create an outbound campaign

Navigate to AI Agents → Voice AI → Outbound and click + New Campaign.
3

Select your contact list

Choose the contacts or smart list to call. You can filter by tags, custom fields, or other criteria.
4

Configure call settings

  • Caller ID — select the phone number to display
  • Call script — assign the Voice AI agent to handle the conversation
  • Max attempts — how many times to retry if the contact does not answer
  • Retry interval — time between retry attempts
5

Schedule the campaign

Set the start date, end date, and calling hours. Only calls within the allowed hours will be placed.
6

Launch

Review the settings and click Start Campaign.

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Compliance requirements

Outbound AI calling is subject to TCPA, FCC, and local regulations. Non-compliance can result in significant fines.
HoopAI enforces time-of-day restrictions automatically based on the contact’s phone number area code. Always verify consent records before launching a campaign.

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Call scripts and AI behavior

Your Voice AI agent follows the instructions and knowledge base you configure:
  • System prompt — defines the agent’s personality, goals, and conversation flow
  • Knowledge base — provides information the agent can reference during calls
  • Actions — what the agent can do (book appointments, transfer calls, collect information)
  • Guardrails — topics or questions the agent should not address
See Voice AI prompts for prompt writing best practices.

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Monitoring the outbound dashboard

The campaign dashboard shows real-time metrics:

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Call logs and transcripts

Every outbound call generates:
  • Call recording — audio of the full conversation
  • Transcript — AI-generated text transcript
  • Summary — brief overview of what happened on the call
  • Outcome — result (appointment booked, callback requested, not interested, etc.)
  • Contact activity — the call appears on the contact’s timeline
Access call logs in AI Agents → Voice AI → Call Logs or on individual contact records.

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Cost per call

Costs vary based on call duration, AI model selected, and destination country. Monitor usage in Settings → Billing → Usage.

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Best practices

Call 20–50 contacts first to test the script, measure outcomes, and refine before scaling.
Schedule calls during business hours when contacts are most likely to answer. Avoid early morning and late evening.
AI agents sound more natural with short, conversational prompts rather than long scripts. Let the AI adapt to the conversation.
Always configure a path to transfer to a live agent if the contact requests one or the conversation goes beyond the AI’s scope.
Last modified on March 6, 2026