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EZPZ Calling
AI Calling Campaign
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Campaign Unique ID
This campaign is archived. Unarchive it from the left panel before editing any settings.
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Follow-up🔔
Schedule🕘
Filter♻️
Reports⬇️
Call Limits
Contacts👥
Contacts Remaining: 0 | Calls placed today: 0 | Starred Leads: 0 | Recycled: 0 SMS follow-up — SMS sent: 0 · SMS received: 0 · Link clicks: 0

Select or create an AI calling campaign

Choose a campaign from the left side or create a new one to open the AI Agent, star-lead follow-up, contacts, scheduling, filter keywords, reports, and daily call limits. Open Inbox from the top bar.

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When a person answers

Choose what happens when a live person picks up an outbound call. Leave this off to keep the default (connect them to the AI agent). Answering-machine detection is unchanged — if a machine answers, your Voicemail tab settings apply.

Skip operator / screening messages

Some carriers/services screen calls first (“record your name”, “tell us what your business is about”). When on, the system answers that prompt automatically so the call can connect, then follows your “When a person answers” choice above.

Agent personality
Voice

Pick the main goal and describe what the AI should do. Texting, emailing, and booking callbacks are built in — the AI uses them automatically when your Basic Goal or Questions call for it (e.g. "ask if they'd like the link texted to them").

Plain-English instructions the AI follows on every call for this campaign. Up to 4000 characters.

Call transfers

Add the phone numbers the AI can transfer callers to — for example Billing, a manager, or a Spanish-speaking rep. Give each destination a short label and say when the AI should offer it; the AI will pick the best match and bridge the caller.

Numbers are normalized to E.164 on save. The AI only transfers when a condition clearly matches — otherwise it stays on the line and tries to help directly.

Questions (owner-maintained)

What you want the AI to ask or answer. Pick a row from the dropdown, then edit the question and acceptable answers.

Voicemail handling

When the call hits an answering machine, choose how this campaign should respond.

On Save, the AI voicemail is auto-written from your goals (if left blank) and synthesized in the agent voice. Edit the text and click “Generate from goals” to redraft, or “Preview voice” to hear it.

The SMS this campaign sends. Click a placeholder chip to insert it at the cursor — it is replaced with each contact’s real value when the text goes out.

Placeholders

[domain] is replaced with a rotating tracked link that redirects the contact to this URL (clicks are counted).

[callback] is replaced with a rotating number from your SIM cards. Calls to it follow your Receiving tab settings; this number is the call-center fallback.

Choose how this campaign handles incoming calls, texts and emails from contacts.

Incoming calls

When a contact calls this campaign’s number back (your SIM cards).

The AI agent answers with full call briefing — who the contact is, this campaign’s goal, and the conversation so far.

Incoming texts

When a contact texts this campaign’s number.

Incoming email

When a contact replies to this campaign’s email.

Agent Health: checking…
We’ll read your calls, extract what worked, and surface what’s missing. One click runs both a fresh call scan and an AI recommendation pass.
Calls —
Interested —
Not interested —
Avg duration —
! 0 questions your AI couldn’t answer
✓ 0 winning rebuttals already added
★ Opening pitch recommendation
%

Rings a US number so you can hear the agent. The dialer grabs any free SIM port; the number is added as a contact (if new) so the call shows in your Inbox. The test uses this campaign's saved settings — to test Call Screening, set it on the Call Screening tab and Save first, then place the test call.