Audience: Admins and operators who need to send automated or agent-led phone calls.
Goal: Understand voice calls and launch an outbound IVR campaign safely and successfully.
Table of contents
- What is a voice call?
- Types of voice calls
- When to use voice calls
- Prerequisites
- Set up an outbound IVR campaign (UI)
- Set up via API (optional)
- What happens after the call
- Confirm success & expected results
- Troubleshooting & limitations
- FAQs
- Support
What is a voice call?
A voice call is a phone interaction delivered by a live agent or an automated IVR (Interactive Voice Response) system. It is used to notify, verify, or engage customers using live conversations or pre-recorded messages.
Types of voice calls
- Outbound IVR campaigns – Automated calls play a recorded message and capture keypad input (DTMF) for actions like renewals or OTPs.
- Agent-initiated calls – A support or sales rep dials customers from the dashboard or softphone.
- Inbound IVR calls – Customers call your number and navigate menus (e.g., “Press 1 for Support”).
Alt-text (Figure 1): Screenshot of “Create Voice Campaign” wizard showing Name, Audio, Retries, and Schedule fields.
Caption (Figure 1): Create a voice campaign with audio, retry policy, and schedule.
When to use voice calls
- Appointment reminders, payment renewals, emergency alerts.
- OTP and account verification.
- High-value promotions requiring real-time responses.
Prerequisites
- Verified caller ID (displayed number) and sufficient voice credits.
- Consent & compliance: honor DND/Do-Not-Call, local quiet hours, and call-recording laws where applicable.
- Clean contacts: numbers in E.164 format (e.g., +14155550123).
- Audio ready: upload MP3/WAV or use text-to-speech.
- Routing choices: know where keypresses route (agent queue, webhook, or confirmation flow).
Set up an outbound IVR campaign (UI)
- Go to Campaigns → Voice → New Campaign.
- Name your campaign (e.g., “Subscription Renewal – Sep”).
- Upload or record your message. Keep it under 25 seconds and state the brand at the start.
- Define keypress actions:
- 1 → Connect to Renewals Queue
- 2 → Send SMS follow-up
- 9 → Do not call again (opt-out)
Upload contacts: CSV with headers:
phone,name,account_id
+14155550123,Alex Chen,AC-00421
+14155550124,Sara Kapoor,AC-00715
- Set retry logic: up to 3 attempts, 10 minutes apart, stop on answer.
- Schedule: select recipient time zone and call window (e.g., 9:00–18:00 Mon–Fri).
- Compliance checks: enable voicemail detection, DND suppression, and opt-out key.
- Click Launch. Monitor live metrics in Campaigns → Reports.
Set up via API (optional)
Create a campaign
curl -X POST https://api.example.com/v1/voice/campaigns \
-H "Authorization: Bearer <API_TOKEN>" \
-H "Content-Type: application/json" \
-d '{
"name": "Subscription Renewal - Sep",
"audio_url": "https://cdn.example.com/audio/renewal-sep.mp3",
"dtmf_actions": {"1":"route:queue/renewals","2":"action:sms_followup","9":"action:optout"},
"retry": {"max_attempts": 3, "gap_minutes": 10, "stop_on_answer": true},
"schedule": {"tz": "America/Los_Angeles", "days": ["Mon","Tue","Wed","Thu","Fri"], "start": "09:00", "end": "18:00"},
"voicemail_detection": true,
"dnd_suppression": true
}'
Add contacts
curl -X POST https://api.example.com/v1/voice/campaigns/<CAMPAIGN_ID>/contacts \
-H "Authorization: Bearer <API_TOKEN>" \
-H "Content-Type: application/json" \
-d '{"contacts":[
{"phone":"+14155550123","name":"Alex Chen","account_id":"AC-00421"},
{"phone":"+14155550124","name":"Sara Kapoor","account_id":"AC-00715"}
]}'
Launch
curl -X POST https://api.example.com/v1/voice/campaigns/<CAMPAIGN_ID>/launch \
-H "Authorization: Bearer <API_TOKEN>"
What happens after the call
- Key press (e.g., “1”) → call routes to an agent queue or a confirmation flow.
- No answer → system retries per your rule.
- Voicemail detected → skip or play alternative message and mark as voicemail.
- Opt-out (“9”) → contact is suppressed from future campaigns.
Confirm success & expected results
- Go to Campaigns → Reports.
- Success indicators:
- Delivery rate ≥ 95%
- Connect rate (answered) ≥ 20–35% depending on audience
- Action rate (DTMF “1”) meets your target (e.g., ≥ 8%)
- Export logs to verify keypress counts, voicemail flags, and retry outcomes.
Troubleshooting & limitations
- High voicemail rate → Shorten message; call within business hours; reduce caller ID spam risk.
- “Spam likely” label → Use verified caller ID; avoid over-calling; vary messaging cadence.
- Low DTMF capture → Add a brief pause before the menu; repeat options once.
- DNC/consent errors → Ensure opt-in records; enable DND suppression.
- International calls blocked → Confirm country access on your account.
- Legal note → You are responsible for consent and local telemarketing/recording laws.
FAQs
Will the system leave a voicemail?
If voicemail is detected, you can play a shorter voicemail message or skip and log as voicemail.
Can I personalize the message?
Yes. Use text-to-speech variables (e.g., “Hello, ”) or create audio variants by segment.
How do I route “Press 1” to agents only during business hours?
Set the key to route to a queue and restrict queue hours; outside hours, route to a confirmation flow or voicemail.
Support
If you see repeated failures or API errors, open a ticket in Help → Support or email support@example.com with the Campaign ID and timestamps.