Complete walkthrough from organization setup to campaign launch and performance tracking.
This guide walks you through every step needed to get your system live — from organization setup to campaign launch and performance tracking.
Our team will create your organization and send invites for account access. Once you receive your login details:
Each organization connects to an AI instance via a secure API key. This key is automatically provisioned by our team and added to your account before your onboarding call.
Once it's active, you'll be able to:
Before launching campaigns, decide how you'd like to handle outbound phone numbers.
| Option | Description |
|---|---|
| Use Your Own Numbers | You'll provide existing business phone numbers. Our team will supply a short porting form to complete. |
| Use Platform Numbers (Unverified) | We'll provision standard numbers automatically — ideal for testing or small-scale campaigns. |
| Use Verified Caller IDs | For verified business identity display on outbound calls, we'll guide you through a one-time verification process. |
If you're unsure which option fits your use case, your onboarding manager will review it with you during setup.
If you choose to use verified Caller IDs:
This process usually takes 1-2 business days.
During your onboarding session, your implementation specialist will walk you through:
By the end of your onboarding call, you'll be able to:
Once onboarding is complete, follow these steps to go live.
Let your account manager know which verticals (e.g., ACA Health, Medicare, Final Expense) you'd like to start with. We'll pre-load example templates into your AI account.
Navigate to Settings › Verticals and create one vertical per product line. Select the corresponding Inbound Pathway ID to maintain compliance for callbacks.
Go to Settings › AI Templates and use the Automated Wizard to create one template per vertical. You can browse available voices in the AI Voice Library and copy the IDs you want to use.
Go to Campaigns › Create New. Set your calling hours, timezone, and optional break schedule. Assign the default AI Template for the campaign.
Cadences determine how often each lead is called. Choose a preset or create a custom cadence under Settings › Cadences.
CSV Import: Go to Leads › Lists › Import Leads, select a list, and upload your CSV file. Postback Integration: Use the provided webhook URL to send leads automatically from your CRM or lead source.
Once your campaign, cadence, and lead list are connected, switch both the Campaign and Cadence to 'Active.' The system will automatically schedule and begin dialing leads during your configured hours.
Dispositions categorize call outcomes (e.g., No Answer, Transfer, Sale). You can customize these under Settings › Disposition Mapping to match your reporting preferences.
If you need to forward DNC (Do Not Call) requests to your internal system, you can configure a webhook under Settings › Webhooks › DNC Triggers.
When using warm transfers:
Should my template name match my vertical name?
Yes. We recommend the format: Company – Vertical – Agent A/B/C for clarity.
Can I reuse the 'Inbound SSDI' pathway for all templates?
No. Each template should use the pathway specific to its vertical. The inbound pathway is used only for inbound setup.
Do my voice configurations have to match my verticals?
No. You can use any approved voices within your account.
Where can I view my call logs and lead performance?
Go to Reports › Call Logs to see totals, durations, and transfers.
My campaign shows as 'Draft.' What does that mean?
Campaigns remain in draft until you've assigned both a lead list and a cadence. Then switch it to Active.
How do dialing hours work?
A call will only launch if it meets all three conditions: campaign hours, call-center hours, and the lead's local time window.
How can I adjust which states receive calls?
In campaign settings, select or deselect states. Leads outside selected states will automatically pause.
Why does my cost-per-transfer fluctuate?
Variations in contact rate affect efficiency — lower contact rates increase cost per successful transfer.
Can I export call logs?
Yes. Click Export in the Call Logs section to download CSV or Excel files.
Where can I see performance by hour or attempt?
Use Reports › Analytics, then filter by 'Hour of Day' or 'Attempt Number.'
How do I upload new leads later on?
Go to Leads › Lists › Import Leads and add them to your active campaign.
Where can I review billing by campaign?
Go to Billing › Campaign Breakdown to view cost and call volume per campaign.
| Report | Location |
|---|---|
| Dialing Dashboard | /dialing |
| Call Logs | /call-logs |
| Reports & Analytics | /reports |
| Campaign Breakdown | /billing |
| Webhook Health | /admin/webhooks |
Each section updates in real time, allowing you to monitor calls, leads, and transfers as they occur.
Before launching, confirm the following:
Once all items are complete, your organization is ready to begin dialing.