> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voicemetrics.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Outbound Automation 

> Outbound Call Automation is similar to building an ActiveCampaign-style workflow — but for voice calls. It allows you to trigger AI-powered calls based on real-time events, such as new contact creation, lead updates, or other webhook-based triggers from CRMs or apps. This lets you automate follow-ups and outreach instantly without scheduling a campaign manually.

## **How It Works**

<Steps>
  <Step title="Create New Automation" stepNumber={1} titleSize="p">
    * Go to Campaigns > **New Campaign**
    * Give your **Campaign name** for easy identification (e.g., “New Facebook Contact Qualification").
    * Choose **Outbound AI Agent Number**
    * Select Campaign type as "**Automation**".

          <img src="https://mintcdn.com/voicemetrics-47a09903/GwxiiDZgSxjeHbDC/images/auto2.png?fit=max&auto=format&n=GwxiiDZgSxjeHbDC&q=85&s=08c4b2578e9f479a799cbbe77043f32b" alt="Auto2 Pn" width="1920" height="1080" data-path="images/auto2.png" />
  </Step>

  <Step title="Choose a Trigger" stepNumber={2} titleSize="p">
     Select which event will start the call automation:

    * When a **Contact is Created**
    * When a **Contact is Updated**
    * When a **Contact is Created or Updated**
    * When a\*\*Webhook is triggered \*\* (Allows your AI agent to call new contacts in GHL)
  </Step>

  <Step title="Webhook URL Setup" stepNumber={3} titleSize="p">
    * Use the following webhook URL to trigger this automation from your CRM.\
      Replace the macros with the **corresponding fields** from your CRM system.
      * Go to GHL CRM > **Sub Account** > **Automations > Create Workflow**
      * Create a Trigger and paste the Webhook URL under **Actions**
    * This helps target only new contacts, irrespective of the list and tags.

          <img src="https://mintcdn.com/voicemetrics-47a09903/GwxiiDZgSxjeHbDC/images/auto3.png?fit=max&auto=format&n=GwxiiDZgSxjeHbDC&q=85&s=2c47cece608e57cc883b694e4cf066e5" alt="Auto3 Pn" width="1920" height="1080" data-path="images/auto3.png" />
  </Step>

  <Step title="Set Call Schedule" stepNumber={4} titleSize="p">
    * Define business hours to avoid calling outside working hours (e.g., 10 AM – 6 PM)
  </Step>

  <Step title="Configure Redial Logic" stepNumber={5} titleSize="p">
    If a call fails or goes unanswered:

    * Retry after 15 minutes (1st attempt)
    * Retry after 4 hours (2nd attempt)
    * Retry next day (3rd attempt)
  </Step>

  <Step title="Post-Call Actions" stepNumber={6} titleSize="p">
    * AI validates the conversation
    * Uses **#Extract\_Info** to capture lead data (name, email, intent, etc.)
    * Uses **#Book\_Calendar** to schedule appointments
    * Sends call data to CRM or Google Sheets via **#Post\_Call\_Event** webhook
    * View full call logs and transcripts in **Call History**
  </Step>
</Steps>

<img src="https://mintcdn.com/voicemetrics-47a09903/GwxiiDZgSxjeHbDC/images/auto4.png?fit=max&auto=format&n=GwxiiDZgSxjeHbDC&q=85&s=4c93062c8db1f8b70098edb3b25eb77b" alt="Auto4 Pn" width="1920" height="1080" data-path="images/auto4.png" />

## **Use Case Examples**

* **Instant Lead Follow-Up**\
  Trigger a call when a lead fills out a form or subscribes via a landing page.
* **CRM Lead Re-Engagement**\
  Call warm or reactivated leads as soon as their status changes.
* **Tag-Based Triggering**\
  Auto-call when a lead gets tagged as “Hot,” “Schedule Call,” or “Demo Booked.”
* **Appointment Reminder Calls**\
  Trigger calls 1 hour before a scheduled appointment to reduce no-shows.
* **Missed Payment or Renewal Alert**\
  Automatically notify users when their subscription is about to expire.

## **Integrations**

Use this with:

* **CRMs** like HubSpot, Zoho, and GoHighLevel
* **Forms & Lead Sources** like Facebook Ads, Google Ads, Typeform
* **Automation Tools** like Zapier, [Make.com](http://Make.com), N8N
* **Spreadsheets** like Google Sheets or Excel

<Note>
  Trigger via **Webhook** for full automation flow.
</Note>

**Important:**

* Phone numbers must be imported from **Twilio**
* Ensure agents are configured with the appropriate prompt and actions
* Respect DND guidelines and legal calling hours in your region
* Combine with **Call Analytics** to track conversion rates