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Outbound AI Voice Agent setup guide
support.aircall.io
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Hang up: the agent disconnects immediately (default) “Leave a message: the agent plays a message you define, which supports the same placeholder format” Call recording
A way to access or generate the list of customers you want to call “A clear idea of what the agent should say and do, including your first message” Step 1: Create your agent and connect a phone number
Use this section to define how the agent should handle the conversation, including: “The goal of the call” How to respond to rescheduling requests
The goal of the call “How to respond to rescheduling requests” How to handle objections
How to respond to rescheduling requests “How to handle objections” When to end the call
How to handle objections “When to end the call” Voicemail handling
A phone number configured in Aircall that the agent can call from “A way to access or generate the list of customers you want to call” A clear idea of what the agent should say and do, including your first message
The first message is required and is the first thing the agent says when a call is answered. “You can personalise it using placeholders such as {{first_name}} or {{appointment_date}}. These values are automatically filled when the call is triggered.” Example:
Select Outbound as the call direction. “Fill in the configuration fields, including name, voice, knowledge, and intake questions.” Open the agent details page and click Connect number.
First message “The first message is required and is the first thing the agent says when a call is answered.” You can personalise it using placeholders such as {{first_name}} or {{appointment_date}}. These values are automatically filled when the call is triggered.
Conversational guidelines “Use this section to define how the agent should handle the conversation, including:” The goal of the call
Voicemail handling “Go to the Outbound Call Workflow tab and choose how the agent behaves when voicemail is detected:” Hang up: the agent disconnects immediately (default)
Go to the Outbound Call Workflow tab and choose how the agent behaves when voicemail is detected: “Hang up: the agent disconnects immediately (default)” Leave a message: the agent plays a message you define, which supports the same placeholder format
Hang up: the agent disconnects immediately (default) “Leave a message: the agent plays a message you define, which supports the same placeholder format” Call recording
Escalation and call transfer “By default, if the contact requests a human agent or the AI Voice Agent cannot resolve the query, the outbound call ends. You can configure the agent to transfer the call to a human agent instead.” To enable this:
Conversational guidelines “Use this section to define how the agent should handle the conversation, including:” The goal of the call
How to respond to rescheduling requests “How to handle objections” When to end the call
JSON body correctly set with required fields and context variables “Test call completed successfully and behaviour validated” If human escalation is required: Call Transfer Rules enabled with a valid transfer destination configured.
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