⚡ Quick Reference

Your cheat sheet for incoming calls & outbound campaigns

📞 Incoming Calls - Quick Setup

AI answers your phone calls

Step Action Where
1 Buy phone number Phone Numbers → Buy New
2 Create agent (Type: INCOMING) Agents → Create
3 Configure voice, greeting, instructions Agent settings
4 Sync agent Click "Sync" button
5 Create connection Incoming Connections → New
6 Link phone + agent Select both → Create
7 Test it! Call your number

📤 Outbound Campaigns - Quick Setup

AI calls your contacts

Step Action Where
1 Buy phone number Phone Numbers → Buy New
2 Make sure synced Check "Synced" ✓ status
3 Upload contacts Contacts → Import CSV
4 Create flow Visual Flows → Create
5 Add & connect nodes Flow Builder canvas
6 Create agent (Type: FLOW) Agents → Create
7 Assign agent to flow Flow Settings
8 Save & activate flow Save → Toggle Active
9 Test flow Click Test → Call yourself
10 Create & launch campaign Campaigns → Create

⚠️ The #1 Rule: Phone Number Conflicts

🚫 Cannot do both at same time with ONE number:

📞 Incoming Connection   ←→   📤 Outbound Campaign

If Number Has... Can Use For Campaign? Can Use For Incoming?
Nothing ✅ Yes ✅ Yes
Active Campaign — ❌ No
Incoming Connection ❌ No —

✅ Solution: Buy separate numbers for each purpose!

🤖 Agent Types

INCOMING Agent

Answers phone calls. Use for receiving calls on your number.

FLOW Agent

Follows flow scripts. Use for outbound calling campaigns.

⚠️ Using wrong type = things won't work!

🎨 Flow Nodes Cheat Sheet

Node What It Does Use For
💬 Message Speaks text Greetings, info
❓ Question Asks + saves answer Data collection
🔀 Condition Yes/No branching Logic splits
📅 Appointment Books meeting Scheduling
📝 Form Collects form data Surveys
🔗 Webhook Sends to external URL CRM sync
📞 Transfer Transfers to human Escalation
⏱️ Delay Pauses N seconds Natural pacing
🛑 End Ends conversation Goodbye

🔀 Condition Node Examples

// Check if interested
interested == "yes"

// Check if they said no
response == "no"

// Check for specific answer
appointment_day == "Monday"

📝 Great First Messages

For Incoming Calls:

Hello! Thank you for calling [Company]. 
This is [Name], how can I help you today?

For Outbound Campaigns:

Hi! This is [Name] from [Company]. 
I'm calling about [reason]. 
Do you have a quick moment to chat?

📞 Phone Number Format

Always use international format:

✅ Correct

+14155551234
+442071234567

❌ Wrong

(415) 555-1234
415-555-1234

🔧 Quick Fixes

Problem Solution
No agents in dropdown Create an agent first (correct type!)
No phone numbers available Buy a number or remove conflicts
Agent not synced Agents → Edit → Click Sync
Phone not synced Phone Numbers → Click Sync
Test call fails Check agent synced + flow active
Campaign not calling Check phone not used for incoming
Phone conflict error Remove incoming connection first

📊 Where to Find Things

What You Need Where to Go
See all calls Calls
Check campaign progress Campaigns
View call transcripts Calls → Click a call
See collected data Flow Logs
Check your limits Settings → Billing
Get a new number Phone Numbers → Buy New
Create conversation script Visual Flows

💡 Pro Tips

  1. Always test flows before launching campaigns
  2. Start campaigns small (10-20 contacts first)
  3. Use separate numbers for incoming vs outgoing
  4. Keep flows short (5-10 nodes max)
  5. Review transcripts to improve your scripts
  6. Respect time zones when scheduling campaigns

📚 Full Guides

Need more details? Check the full guides:

📞 Incoming Calls Guide 📤 Outbound Guide