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Outreach Page Overview

The Outreach Section allows you to optimize how GAIL handles outbound calls for sales, marketing, and follow-up campaigns. This section helps you create structured, automated call workflows to improve engagement and efficiency. Here’s a detailed breakdown of each feature:

 

1. Review and Customize Script Templates

GAIL allows you to create and customize multiple script templates, ensuring the right message is delivered for each campaign.

  • Multiple Scripts: You can have more than one script, depending on the type of campaign you are launching. This ensures that GAIL speaks appropriately for different outreach efforts, such as appointment reminders, sales calls, customer follow-ups, or surveys.
  • Custom Use Cases: Each script can have unique use cases, meaning you can define specific actions based on how the call progresses. For example, if the recipient requests more information, GAIL can provide details or escalate the call to a human agent.
  • Personalized Greetings: Each script can start with a customized greeting to match the tone and goal of the campaign. A cold sales call may have a different introduction than a friendly customer check-in.
  • Custom Information: Within each script, you can tailor the details GAIL shares. For example, a product promotion call may highlight specific discounts, while a renewal reminder may focus on account details.

2. Set Up Sequences for Campaigns

Sequences allow you to automate the flow of outbound calls to ensure follow-ups happen at the right time and in the right order.

  • Step-by-Step Follow-Ups: If a customer does not answer or needs more time to decide, you can set up a structured sequence where GAIL follows up after a defined period (e.g., in 24 hours, 3 days, or a week).
  • Multi-Touch Approach: Sequences can be set up with multiple touchpoints, such as an initial call, a follow-up call, and a final attempt before moving to another communication channel.

3. Configure Redialing Rules

Redialing rules determine how and when GAIL retries a call if the recipient doesn’t answer. Proper configuration ensures that GAIL remains persistent but not intrusive.

  • Missed Call Handling: Set rules for when GAIL should redial after a missed call. For example, you may choose to retry in 30 minutes, 2 hours, or the next business day.
  • Voicemail Detection: GAIL can detect when a call reaches voicemail and either leave a pre-recorded message or schedule a redial attempt later.
  • Maximum Redial Attempts: Set a limit on how many times GAIL should try to reach a recipient before marking the number as unresponsive to prevent excessive calls.