How do I make my AI agent place outbound calls and follow up when nobody answers?

Use the Outbound call step in a workflow. It places a call to the customer, and you tell the AI what to do once the customer picks up by triggering a workflow.

1. Create a workflow with the Inbound call trigger (calls from this phone number) and give it a name such as Call answered. When someone answers, this workflow runs and the AI says why it is calling.
2. In your calling workflow, add the Outbound call step. When the conversation is finished, this workflow resumes where it left off.
3. Use the step's branches: answered, no answer, voicemail and failed. A typical setup is to wait a while and try again on no answer, and on a failed call, such as a bad number, mark the contact do not disturb so they are not called or texted.
4. Chain call, wait, call and so on to build a calling sequence, and add SMS and email steps between them.

You can also ask the AI assistant to build the sequence for you. When an AI agent makes calls it has multiple lines and can talk to several people at once.