Select or create the flow
In the Call flow step, either Use an existing flow and pick one of the agent’s outbound flows, or Create a new flow. Creating one opens the flow editor with Ask AI ready to start building it. Only outbound flows appear in the selector. An inbound flow cannot be converted into an outbound flow after it is created.Configure Make Call
Make Call is the trigger for an outbound flow. Configure its greeting and voicemail behavior, then connect the live-call and post-call blocks the campaign needs. The campaign determines the contact and outbound phone number. The flow determines what the agent says and does after the call begins.Map campaign data
The Variables step maps campaign source fields to the variables the flow needs. Map a field when the flow needs that value for personalization, routing, or an action. Use Ignore this variable to leave a variable unmapped on purpose; it is then left empty on the call. For example, a source may providename, appointment_time, and account_id. Once mapped, supported fields in the flow can select those values from Available Variables.
If you change the CSV columns, webhook fields, Google Sheets columns, or variables used by the flow, return to the campaign and review the mappings.
Test before launch
- Test the outbound flow with representative source values.
- Publish the flow version you intend the campaign to use.
- Verify the campaign’s field mappings and phone-number routing.
- Run a controlled campaign call to a number you own.