How to Deploy an Inbound and Outbound AI Call Assistant

Inbound and outbound calling are set up differently: inbound is a number assignment and a test call; outbound is a workflow built around a “Make AI Call” action, with a trigger, a drip rate, and a calling-hours window for compliance.

Setting up inbound calling

1. Assign a phone number to the AI assistant — see how to purchase and assign a phone number to your AI caller if you haven’t yet.
2. Confirm it’s working by calling the assigned number directly and checking the assistant picks up.

Creating an outbound calling workflow

1. Copy the assistant ID, found at the top of the assistant’s interface.
2. Create a new workflow in the automation section and name it.
3. Set up a trigger condition. Common options: Facebook lead form submitted, Website form submitted, or Contact created (with or without filters for specific forms or tags).
4. Add the AI call action. Select Make AI Call, paste the assistant ID into the field, and save.

Implementing drip campaigns

If you expect a high volume of contacts, add a drip rate so calls go out in a controlled pace rather than all at once:

• Set a daily call limit — for example, 100 calls per day.
• Configure wait times between calls — for example, one call every two minutes.
• Set compliant calling windows — for example, Monday to Friday, 9 a.m. to 5 p.m. — using the contact’s own time zone so every call lands at an appropriate local time.

Cautionary notes

• Always verify the assigned number is operational and correctly linked before testing.
• Double-check every trigger and filter to avoid missed calls or the wrong contacts getting called.
• Be mindful of calling-hours regulations — see AI calling compliance and consent for agencies for what written consent and local rules like TCPA and ACMA require.

Next step

Once calls are flowing, review what happens after each one: AI call disposition tags explained and how to set up a post-call webhook for transcripts and workflows.