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Guide

Building Outbound Campaigns with Agni: A Step-by-Step Guide

From CSV upload to first live callhere's exactly how to build, schedule, and manage an outbound voice AI campaign in Agni, including retry logic and compliance windows.

AG
Agni Growth TeamRavan.ai
20 May 2025  ·  9 min read
Building Outbound Campaigns with Agni: A Step-by-Step Guide

An outbound voice AI campaign is only as good as its configuration. The best AI model in the world delivers poor results if calls are going out at the wrong time, in the wrong language, without proper retry logic. This guide walks through every step of setting up a production-ready outbound campaign in Agni.

Step 1: Prepare Your Contact List

Agni accepts contact lists via CSV upload or API. The minimum required fields are:

  • phone_number: 10-digit Indian mobile number (no country code needed; Agni adds +91 automatically)
  • name: Customer name (used for personalization in the call script)

Optional but recommended fields:

  • language: Preferred language code (hi, ta, te, kn, mr, bn, gu, pa, ml, en). If omitted, Agni auto-detects from first utterance.
  • account_id: Your internal customer/account IDused for CRM sync and memory lookup
  • custom_1 through custom_5: Any custom variables referenced in your script (EMI amount, due date, product name, etc.)

DNC scrubbing: Before upload, Agni automatically checks your list against your account's DNC registrynumbers flagged as do-not-call are suppressed before the campaign begins. No manual scrubbing required.

Step 2: Configure Your AI Agent

If you haven't already created an agent for this campaign, the Agent Builder in the Agni dashboard lets you configure:

  • Script/persona: The AI's opening line, conversation flow, and goal (collect payment commitment, book appointment, qualify lead)
  • Voice profile: Male/female, language, dialect, emotion profile (warm/neutral/firm)
  • Handling rules: What to do if the customer says no, asks for a callback, or uses specific phrases
  • Transfer rules: When and where to transfer to a human agent

For standard use cases (collections reminder, sales lead qualification, appointment reminder), Agni provides pre-built agent templates that can be customized in under 30 minutes.

Step 3: Configure Compliance Settings

This step is non-negotiable for any Indian business. Agni's compliance configuration panel sets:

Call Window

Default: 8:00 AM – 7:00 PM IST. This window is enforced at the infrastructure levelcampaigns cannot be started outside this window, and calls scheduled to cross the 7 PM boundary are automatically held until 8 AM the next day.

Maximum Daily Contact Attempts per Number

Default: 2 attempts per number per day. Configurable up to 3 (RBI market practice). Once the daily limit is hit, the number is held until the next call window opens.

Maximum Total Campaign Attempts

Configure the total number of contact attempts across the campaign lifecycle (e.g., 6 total attempts over 3 days before marking as non-contactable).

DPDP Consent Disclosure

Select your disclosure template. Every call opens with the configured disclosure text in the customer's detected language. Consent acknowledgment is recorded automatically.

Step 4: Configure Retry Logic

Retry logic determines what happens when a call doesn't reach a human:

OutcomeDefault Retry BehaviorConfigurable?
No answerRetry after 2 hours in same call windowYes (delay, max retries)
Voicemail / AMD detectedRetry next day at different timeYes
Busy signalRetry after 30 minutesYes
Switched offRetry next dayYes
DNC requested by customerNo retrypermanent DNC flagNo (compliance-locked)
Callback requestedSchedule for requested timeN/Acustomer-specified

Intelligent retry scheduling also considers time-of-day patterns: if a customer consistently doesn't answer in the morning, Agni shifts their retry window to afternoon automatically after 2 failed morning attempts.

Step 5: Schedule and Launch

Once configured, set your campaign start time and launch. You can schedule campaigns to start immediately or at a specific future date/time. For large campaigns (100,000+ records), Agni's infrastructure scales automaticallyno prior notice or capacity planning needed.

Soft Launch Recommendation

For new campaigns or new scripts, we recommend a soft launch: start with 5–10% of your contact list, monitor the first 500–1,000 calls in the live analytics dashboard, review a sample of call recordings, and make any script adjustments before launching the full campaign. This saves significant rework if the script needs tuning.

Step 6: Monitor in Real Time

The Agni campaign dashboard shows live metrics during active campaigns:

  • Calls dialed / answered / completed in real time
  • Outcome distribution (promise, callback, no answer, DNC, transfer)
  • Sentiment distribution across completed calls
  • Language distributionwhat languages are your customers actually speaking?
  • Live call logindividual call outcomes as they complete
"We ran our first 5,000-call campaign on Agni with zero ops overhead on launch day. The dashboard gave us everything we needed to monitor in real time from a single screen."Growth Lead, D2C Brand (Gurugram)

Step 7: Post-Campaign Analysis

After campaign completion, Agni generates a campaign summary report: total contacts reached, outcome breakdown, sentiment summary, language breakdown, and cost summary. Export to CSV or sync to your BI tool via webhook.

Ready to get started?

Launch your first outbound campaign today at app.ravan.ai. Full campaign configuration documentation at docs.ravan.ai. Questions? Write to info@ravan.ai.

Frequently asked questions

How do I build an outbound calling campaign in Agni?
You upload your contact list as a CSV, select or configure your AI agent and script, set the calling window and retry rules, then launch. Agni is no-code, so a non-technical user can go from CSV upload to first live call without a developer, and REST API access is available if you want to automate campaign creation.
What retry logic should I set for an outbound voice AI campaign?
Best practice is to retry unanswered calls 2-3 times spaced across different times of day, since a lead who doesn't pick up at 11am may answer at 6pm. Agni lets you configure retry count, interval, and which dispositions trigger a retry, so busy and no-answer calls are re-attempted automatically while completed calls are excluded.
How do I stay compliant with calling windows when running outbound campaigns in India?
Indian outbound calling must respect permitted calling hours and TRAI DLT rules, and for collections the RBI Fair Practice Code restricts calls to between 8am and 7pm. Agni enforces campaign calling windows automatically and honours do-not-call lists, so calls only fire during compliant hours without manual policing.
What formats and fields does Agni's CSV upload support for campaigns?
Agni accepts a standard CSV with phone numbers plus any custom fields you want to personalise the call, such as name, EMI amount, due date, or policy number. These fields are injected into the agent's script at call time, so each call is personalised from your data without building separate scripts.
Can I schedule an outbound campaign to run at a specific time?
Yes. Agni lets you schedule campaigns to start at a chosen date and time and to run only within defined daily windows, so you can align calls with when your audience is most likely to answer. Combined with retry logic and compliance windows, this means a campaign can run hands-off across several days.
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