Add-on · Contact sales to enable · AI outbound dialer

Build outbound tasks, pick scripts, import targets, batch-screen intent

AI outbound lives under Apps and needs sales enablement. Create outbound tasks, maintain scripts, import targets, then start. Used for batch intelligent dialing and intent screening; sales still owns the handoff. Flagship capability — contact sales for enablement and number setup.

Teams with large lead volume that need to batch-screen “still worth contacting” before sales picks up.

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1. Scripts

Create or enable a script before the task. Without a script you cannot build a valid task.

2. Outbound tasks

Create a task, pick a script; import targets before start. Pause, delete, view detail.

3. Import targets

Import dial lists per task. The product blocks start until targets are imported.

Outbound tasks

Create task, pick script; import targets before start; pause, delete, and view detail.

Script library

Maintain scripts separately; select when creating a task.

Import outbound targets

Import dial lists per task; cannot start without import.

Good fits

First-pass intent screen

Ask lists that have not clearly refused whether sales should still call.

Expired no-connect revisit

Past contact windows still unanswered — batch ask once more via a task.

Boundaries

No quotes, no proposals

The bot only screens intent; humans close.

Do not start without targets

System requires imported outbound targets before start.

Questions before go-live

Sales, marketing, and procurement ask these first. If answers are fuzzy, the team will not actually use it.

Different from call center?

Call center is human seat outbound with recording; the dialer is batch tasks + script intent screening.

Can it quote for sales?

No. It does not quote or pitch product detail — only screens whether to continue.

Auto-enabled with Flagship?

No. Contact sales to enable; before that you see demo data.

Same acquisition & reach set

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