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Sometimes you need to call a single contact without setting up a full campaign. VozAgent lets you initiate an ad-hoc outbound call to any contact directly from their detail page. Your AI assistant handles the call just as it would in a campaign.

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When to Use Ad-Hoc Outbound Calls

Ad-hoc calls are useful when you want to:
  • Follow up with a specific contact after an inbound inquiry
  • Re-call a contact whose previous call did not connect
  • Test how your assistant interacts with a real contact
  • Make a quick one-off call without the overhead of creating a campaign
For calling multiple contacts at once, use a campaign instead.

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How to Make an Outbound Call

  1. Go to Contacts in the left sidebar.
  2. Click on the contact you want to call to open their detail page.
  3. Switch to the Actions tab (the last tab, marked with a lightning bolt icon).
  4. Under Make a Call, select an assistant from the Select Assistant dropdown. All your active assistants appear in the list.
  5. Click Initiate Call.
Your assistant will call the contact’s phone number within a few seconds. While the call is being placed, the button changes to show “Calling…” with a loading indicator.

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What Happens During the Call

When you initiate an outbound call:
  1. VozAgent sends a request to place the call using the selected assistant.
  2. The assistant calls the contact using the phone number assigned to the assistant.
  3. The contact’s phone rings and, if they answer, the assistant begins the conversation.
  4. The call is recorded and a transcript is generated, just like any other call.
  5. After the call ends, it appears in your Call Activity page as an Outbound call.
You can also find the call in the contact’s History tab, which shows all past calls with that specific contact.

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Requirements

To make an outbound call, you need:
  • At least one active assistant — The assistant must be created and active. If you do not have any assistants yet, create one first.
  • A phone number on the assistant — The assistant must have an active phone number assigned to it. The call is placed from that number.
  • An active contact — The contact must not be on the Do Not Call list.

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Do Not Call Protection

If a contact’s status is set to Do Not Call, the Actions tab shows a warning banner:
Do Not Call — This contact is on the Do Not Call list. Calls cannot be made to this contact.
The assistant dropdown and call button are disabled, preventing any calls from being placed. To call this contact, you would need to change their status back to Active first from the Overview tab.

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Viewing Call Results

After the call completes, you can review the results in several places:

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From the Contact’s History Tab

  1. Go back to the contact’s detail page.
  2. Click the History tab.
  3. The call appears in the list with the date, time, call type (Outbound), duration, and summary.
  4. Click View Details to open the full call record in Call Activity.

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From Call Activity

  1. Go to Call Activity in the left sidebar.
  2. The call appears in the call log with an Outbound badge.
  3. Click the row to open the call detail panel with the full summary, transcript, and recording.

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Quick Contact Actions

In addition to initiating an AI-powered call from the Actions tab, the contact detail page has quick action buttons in the top-right corner:
  • Email — Opens your default email client with the contact’s email address.
  • Phone — Opens your phone dialer to call the contact directly from your phone (not through the AI assistant).
  • WhatsApp — Opens a WhatsApp conversation with the contact.
These quick actions are useful for personal follow-ups that do not need the AI assistant.

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Tips

  • Choose the right assistant. If you have multiple assistants with different purposes (e.g., one for appointment booking and another for lead qualification), select the one that matches your goal for this call.
  • Check the knowledge base. Before calling, make sure the assistant’s knowledge base is up to date so it can answer the contact’s questions accurately.
  • Review past calls first. Check the contact’s History tab to see if they have been called before. This helps you avoid calling someone who was recently contacted.
  • Use campaigns for volume. If you find yourself making many individual calls, consider setting up a campaign instead. Campaigns automate the process and track results across all contacts.

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Next Steps