Outbound Calls

Overview

1. Go to AI Phone Agents.
2. Click the Add New AI Agent button.

3. From the Create New Agent sheet, choose a template (or Start from blank).

   Create New Agent Modal

   

4. Open the Outbound Agent tab and configure the Welcome Message and Instructions.

   New Outbound Agent Form

   
5. Click Save.

6. In the Settings panel, a new ☎️ Telephony section appears after the first save.

   Agent Form - Settings

   
7. Click Manage to open Assign a Phone Number.
8. Assign a number, set it as the default caller ID, and optionally set Max Call Time (see below).

Assign a Number & Caller ID

On the outbound tab of Assign a Phone Number, the list shows numbers that can place outbound calls: numbers with a SIP termination (manual SIP trunks), Telnyx numbers, and bring-your-own numbers. If you don't have one yet, see Phone Numbers or Elastic SIP Trunking.

• Set as default — each assigned number has a radio labeled "Use this number as the outbound caller ID". Selecting it shows a toast like "{number} set as the test-call caller ID".
• With two or more numbers, the section hints: "Choose which number to use as the outbound caller ID for Call Me tests and batch dials".
• A single assigned number is used as the default automatically. With none, the section shows "No assigned numbers".
• Max Call Time (Minutes) — defaults to 0, meaning no limit. Inbound and outbound have separate values.

Test with Call Me

On the Outbound Agent tab, the header shows a Call Me button. It is disabled, with the reason shown, when:

• The agent has unsaved changes or was never saved ("Save the agent before calling")
• The agent has no instructions
• Your wallet has no credits
• No outbound-capable number is assigned ("Assign a phone number with an outbound SIP trunk configured")

1. Click Call Me.
2. Enter a Phone Number in E.164 format (e.g. +18001234567). A 2–6 digit PBX extension also works.
3. Optionally click Add variables to pass Key/Value pairs (or switch to the JSON view).
4. Click Call Me. You'll see "Call started successfully..." and your phone will ring.

How Outbound Calls Start

An outbound agent places calls when triggered by:

• Batch Calls
• Call Me in the agent editor
• The Website Widget "Call me" channel
• The public API (/api/calls/outbound)