Call Phone Step
Have a Voice agent call a lead's phone number.
The Call Phone step initiates an outgoing call to a lead's phone number using one of your Voice agents.
Configuration
Voice Agent
Select which Voice agent places the call. If your organization has a default Voice agent configured, it will be pre-selected.
The agent's persona, instructions, and tools are managed on the Voice agent itself — not here. A summary of the selected agent is shown in the step configuration for reference.
Outgoing Number
Select which of your provisioned phone numbers to call from. This is the number the lead will see on their caller ID.
Tips
Best practice: pair with a Wait step. Place a Wait step before Call Phone to give the lead time to complete an action before calling. For example: wait 30 minutes after a form submission before calling.
Missing phone number. If a lead has no phone number on record, this step is skipped and the workflow continues to the next step.
Do Not Call. If the lead has opted out of calls, this step is skipped and the workflow continues to the next step. See Voice Agents — Do Not Call.
Outgoing calls only. Workflows initiate outgoing calls. Incoming call handling is configured directly on the Voice agent, not in workflows.
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