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Documentation Index

Fetch the complete documentation index at: https://docs.verloop.io/llms.txt

Use this file to discover all available pages before exploring further.

Creating a Voice Campaign (Excel)

The Excel upload method is ideal for one-off blasts or daily scheduled lists. Follow this 5-step wizard to launch your campaign.

Step 1: Details

Navigate to Outreach > + New Outreach and configure the basics:
  • Name: Give your campaign a recognizable name (e.g., “Deepavali Sale - Lead Qual”).
  • Channel: Select Voice.
  • Voice Integration: Choose the specific phone number/line you want these calls to originate from.
  • Trigger: Select Via Excel.

Step 2: Bot Recipe

Link the campaign to a specific Voice AI Agent.
  • Select Recipe: Choose the flow designed for this campaign (e.g., “Lead Qual Flow v2”).
  • Start Recipe Logic:
    • Start Immediately: AI speaks as soon as the call connects.
    • Wait for User Greeting: AI waits for the user to say “Hello” (Recommended for smoother UX).
    • Wait for X seconds: Adds a fixed delay (1-5s) before speaking.

Step 3: Audience

Upload your target list.
  • File Format: Upload your .xls or .csv file containing phone numbers and any custom variables (like Name, DueAmount) needed for the Recipe.
  • Skip Duplicates: Enabled by default to prevent spamming the same number twice in one campaign.

Step 4: Telephony Settings

Optimize your connection rates with smart dialing rules.
Control when outbound calls are placed by enabling the Working window toggle. When enabled, calls are only placed during the hours you define. Any calls that fall outside this window are treated as DND (Do Not Disturb).Choose a mode:
  • Custom — Manually set a start and end time (HH:MM) to define the exact window during which calls can be made.
  • Business hours — Select a pre-configured business hours profile (e.g., Global Business Hours) from the dropdown. This is useful if your organization already manages business hour schedules centrally.
What happens to calls during DND hours?
  • Reschedule after DND — Calls are paused and automatically queued for the next available slot once the working window opens. This is recommended as it helps reduce voicemail drops.
  • Discard the call — Calls that fall outside the working window are permanently dropped.
Calls are paused during DND hours. Rescheduling helps reduce voicemail drops.
Set how long to ring before giving up (15s, 20s, 30s). [cite_start]Shorter durations reduce voicemail hits.
  • Max Retries: Set between 0-10 attempts.
  • Retry Interval: Define the wait time between retries (e.g., 2 hours).
  • Scenarios: Select which outcomes trigger a retry (e.g., Busy, No Answer, Failed).

Step 5: Publish

Review your settings and click Publish. The system will begin dialing according to your schedule.