AI agent
How to create an Outbound campaign
18 min
an outbound outbound campaign lets your phone agent reach out to clients automatically by text message , email , or phone call you can use it for reminders, surveys, follow ups, reactivations, or any type of client communication that starts from your side this guide will show you step by step how to build one step 1 start from the campaigns tab go to the sidebar menu and click phone agent from the dropdown, select campaigns click the create new campaign button in the top right corner a side panel will appear where you can choose how to begin step 2 choose how to start you have two options blank begin with a blank canvas and design your workflow freely template choose from ready to use options such as lead qualification agent , appointment scheduler , or customer satisfaction survey after you pick your option, choose outbound outbound as the campaign type name your campaign, select your preferences, then click create campaign your new campaign will open on a visual canvas , where you can build a full communication journey for your clients step 3 explore the top bar tools at the top of your canvas, you will find four tools that help you customize your campaign edit button allows you to start editing the workflow and add or modify nodes attach button lets you attach a specific document that your phone agent can read and use for this campaign only this step is optional global prompt button allows you to set one general instruction or tone that applies to every step in your campaign this is also optional settings button opens your campaign schedule settings here, you can adjust operating hours (default is 9 am to 5 pm) active days for your campaign time zone (very helpful if your clients are in other states or countries) how it works the intelligent workflow builder think of the workflow builder like a decision tree each step, or node , can lead to different outcomes depending on how your client responds you simply connect messages, calls, and emails using arrows that represent conditions and timing rules outbound outbound campaigns can send sms sms email email call call each step in the workflow can change depending on what the client does, creating a smart, personalized experience step 4 set the trigger every campaign begins with a trigger trigger , which tells the system when to start sending messages common examples include a new patient form being filled out a scheduled appointment a completed visit a specific date, such as an annual check up reminder a client being added to a list once the trigger trigger occurs, the ai agent starts the communication sequence step 5 build the communication sequence after the trigger trigger , you build a sequence of communication steps each block represents one type of message sms sms node sends a text to the clientโs phone click it to configure the following message content node label enter the name of this step message type choose between static text message write your message manually ai generated message provide a short prompt describing what the ai should say you will see a live preview of your message below the input fields knowledge base tab attach relevant documents or notes for the ai to reference this helps your ai agent personalize responses based on that specific knowledge settings tab toggle set as global node to make this node accessible from anywhere in the campaign toggle add client to worksheet to automatically add clients to a worksheet once enabled, a dropdown will appear allowing you to select the worksheet best for quick reminders or confirmations quick reminders or confirmations example hi sarah, your appointment with dr smith is tomorrow at 2 pm reply yes to confirm or call to reschedule call call node makes an automated call to the client click it to configure the following script content tab node label enter the name of the call node script type choose between static call script write your own spoken script ai generated script provide a prompt describing what the ai should say the system will then generate the phone script using client data the preview section shows how the call will sound or read knowledge base tab attach documents or notes that help your ai agent handle this specific call scenario settings tab toggle set as global node if you want this call node to be reachable from other parts of your campaign toggle add client to worksheet to include the client in a specific worksheet through a dropdown menu you can write the script or let ai generate it the system detects if the call is answered, goes to voicemail, or is busy example a pre surgery call explaining instructions email email node sends a professional email click it to configure the following email content tab node label the name of this step email type choose between static text email write your own subject and body text ai generated email write a prompt for the ai to generate the email automatically using patient information email subject write the subject line email body compose your email content or let the ai generate it you can view a preview of your final email knowledge base tab attach supporting documents or resources for the ai to reference while composing the email settings tab toggle set as global node if you want this email to be accessible across different parts of the campaign email sender dropdown choose which email address the campaign will use to enable this, you must first configure your sender email in the ai agent settings (refer to the dedicated help article for setup instructions) toggle add client to worksheet if you want this node to automatically record the client in a worksheet good for detailed instructions detailed instructions or post visit information example a post visit summary with care instructions api request api request node this node connects your campaign with an external system or app you can use it to send or receive data automatically click it to configure the following api endpoint enter the api link you want to connect to http method choose the type of request (get, post, put, or delete) system prompt optional instruction for how the phone agent should manage the api request headers add headers if your api requires authentication or special parameters request body (json) add the data you want to send, for example { "key" "value" } response mapping define how eggmed should handle the response (for example, update client data or extract results) end sequence end sequence node this node finalizes the communication flow by closing the conversation gracefully it is typically the last step in your sequence click it to configure the following goodbye message write the final message that the ai agent says before ending the call system prompt add any instructions for how the agent should behave during call termination follow up action choose what happens after the call ends, such as send an email summary schedule a callback create a follow up task extract variables add variables to collect and store data from the call (optional) enable global node toggle this on if you want the end call node to be accessible globally from anywhere in the campaign step 6 add smart decision points this is where outbound outbound campaigns become intelligent you connect your blocks with conditional arrows , which decide what happens next depending on the clientโs action sms c sms c onditions patient replies yes โ send confirmation message patient replies no โ start rescheduling sequence patient replies stop โ end workflow and remove from list no response after two hours โ send a follow up or make a call call call conditions patient answered โ continue to next step went to voicemail โ leave voicemail, then send text line busy โ wait 30 minutes and try again no answer โ retry later, then send text email email conditions email opened โ continue normal sequence not opened after 24 hours โ send text reminder link clicked โ send additional resources email bounced โ switch to text or call each arrow between blocks can include rules, timing, and fallback paths you can easily set them by clicking the arrow and defining what should happen step 7 save and activate your campaign when your campaign is complete, always click save to make sure your progress is not lost for security reasons for security reasons , the session will automatically expire if your screen stays idle for more than 180 minutes this timeout is part of eggmedโs hipaa compliant data protection system return to the campaigns tab and toggle your campaign on to activate it your outbound campaign will now run automatically according to your setup, while you can monitor responses and performance directly from the dashboard tab your outbound campaign is now ready you can test it, make adjustments anytime, or duplicate it for future workflows once you are happy with the setup, return to the campaigns tab and toggle your new campaign on to start using it