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.

The Call Phone step configuration panel.

Configuration

Voice Agent

Select which Voice agent places the call. If your account 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 Do Not Call.

Outgoing calls only. Workflows initiate outgoing calls. Incoming call handling is configured directly on the Voice agent, not in workflows.

Outgoing time windows. Calls only fire inside your outgoing call window (Settings > Phone Numbers > Outgoing Times), which by default is read in the lead's own local time. Leads that reach this step outside the window are held — not dropped — and the step retries automatically once the window reopens. To use a different window for this step alone, choose Send during custom times for this step under Outgoing times in the step panel.