Agents and numbers
An agent is a configured voice, script and language. Each agent can be pinned to an outbound number and has its own calling hours. Manage both under Settings, in the Accounts area. Each contact owner gets a default calling agent, so “call this lead” always knows which voice and which number to use.Placing calls
Calls happen two ways:- Automated: a trigger’s call action, for example “new lead in state Contacted: call within business hours”. Call timing clamps to the agent’s calling hours.
- Manual: the Place call button on a contact page or inbox thread. The dialog pre-selects the owner’s default agent and number.
Outcomes drive the workflow
Every call ends with an outcome: reached, no answer, voicemail, not interested, and so on. A trigger can map outcomes to states, for example call succeeded sets possibility toQualified, call failed sets No answer, which arms the WhatsApp follow-up trigger. That call, no answer, message, close chain is the canonical Nudge workflow.
After each call, the summary, outcome and sentiment land on the contact’s timeline. Repeated no-answers are counted per contact, so a rule like “3 failed attempts: close the file” is one condition, not custom logic.