Prerequisites
Before you begin, make sure you have:- A CommVoice account with access to the dashboard
- Your contact list ready (CSV format recommended)
- VoIP connection configured (we can help with setup)
Estimated time to complete: 15-30 minutes for initial setup, plus time for testing and optimization.
1. Configure Your AI Agent
First, create an AI agent with a unique personality and voice. You’ll also provide it with the knowledge it needs to have intelligent conversations with your customers.Create your AI agent persona
Create your AI agent persona
1
Navigate to AI Agents
Go to AI Agents in your CommVoice dashboard.
2
Create a new agent
Click “Create Agent” and give your agent a name and role (e.g., “Sales Development Rep”).
3
Define personality and voice
Configure your agent’s personality, voice tone, and conversation style to match your brand.
Time estimate: 5-10 minutes. Start with a clear role definition - this helps the AI understand its purpose.
Configure conversation scripts
Configure conversation scripts
1
Set your opening script
Write a compelling opening that introduces your agent and the purpose of the call.
2
Add key talking points
Include your main value propositions and key messages you want to communicate.
3
Configure objection handling
Prepare responses to common objections like “I’m not interested” or “I’m too busy.”
4
Define qualification questions
Set up questions to identify qualified leads and gather important information.
Time estimate: 10-15 minutes. Keep scripts natural and conversational - avoid sounding robotic.
2. Set Up Your Campaign
Next, create a campaign and define your objectives for the AI calling campaign.Create your campaign
Create your campaign
1
Navigate to Campaigns
Go to Campaigns in your CommVoice dashboard.
2
Create a new campaign
Click “Create Campaign” and give it a descriptive name.
3
Select your AI agent
Choose the agent you created in step 1 to handle the calls.
4
Set campaign objectives
Define your goal (e.g., lead qualification, appointment setting, market research).
Time estimate: 3-5 minutes. Be specific about your objectives - this helps measure success later.
Configure call settings
Configure call settings
1
Set call schedule
Choose when your AI agent should make calls (business hours, time zones).
2
Define call volume limits
Set daily/hourly limits to manage call volume and avoid overwhelming your prospects.
3
Configure success criteria
Define what constitutes a successful call outcome for your campaign.
Important: Always start with conservative call limits and increase gradually as you optimize performance.
3. Add Contacts
Before launching your campaign, you need to add contacts to your CommVoice platform. You have two options for importing your contact data:Upload CSV file via dashboard
Upload CSV file via dashboard
The easiest way to add contacts is through the web interface:
1
Navigate to the uploads page
Go to https://app.commvoice.ai/audience/uploads in your browser.
2
Prepare your CSV file
Ensure your CSV file includes the following columns:
- Phone numbers (required)
- Contact names
- Email addresses
- Any custom fields you want to track
3
Upload and map fields
Upload your CSV file and map the columns to the appropriate contact fields in the platform.
This method is perfect for one-time imports or when you have a static list of contacts to add.
Use the API endpoint
Use the API endpoint
For automated integrations or real-time contact updates, use our webhook API endpoint.
View the complete API documentation at /api-reference/audiencefeeds/post-v1webhooksaudiencefeed for detailed parameter information and examples.
This method is ideal for CRM integrations, automated lead capture, or real-time contact synchronization.
4. Launch and Monitor
With your agent and campaign configured, you’re ready to launch. Start with a small test batch to ensure everything is working as expected, then scale up to your full contact list.Launch your campaign
Launch your campaign
1
Review campaign settings
Double-check your agent selection, call schedule, and volume limits before launching.
2
Start with a test batch
Launch with 10-20 contacts first to test your setup and scripts.
3
Monitor initial results
Watch the first few calls in real-time and review call recordings.
4
Scale up gradually
Once you’re satisfied with performance, increase to your full contact list.
Critical: Never launch with your full contact list without testing first. Always start small!
Monitor performance
Monitor performance
1
Track key metrics
Monitor call answer rates, conversation duration, and success rates.
2
Review call recordings
Listen to sample calls to ensure your agent is performing as expected.
3
Check for issues
Look for early hang-ups, poor conversation flow, or technical problems.
Time estimate: 5-10 minutes daily. Regular monitoring helps you catch and fix issues quickly.
5. Analyze and Optimize
Once your campaign is running, use the CommVoice dashboard to track its performance and identify opportunities for optimization.Track key performance indicators
Track key performance indicators
Monitor these essential metrics to measure success:
- Answer Rate: Percentage of calls that are answered (aim for 15-25%)
- Conversation Duration: Average length of successful conversations
- Success Rate: Percentage of calls that achieve your defined objectives
- Lead Quality: Quality of leads generated based on your criteria
Benchmark expectations: Most campaigns see 15-25% answer rates and 5-15% success rates initially.
Optimize based on data
Optimize based on data
1
Review call recordings
Listen to both successful and unsuccessful calls to identify patterns.
2
Analyze conversation transcripts
Look for common objections, questions, or conversation flow issues.
3
A/B test improvements
Test different opening scripts, objection responses, or qualification questions.
4
Adjust call timing
Optimize when calls are made based on answer rate data.
Timeline: Allow 1-2 weeks of data collection before making major optimizations.
Next Steps
Advanced Features
Explore advanced AI agent capabilities, custom integrations, and automation workflows.
API Documentation
Integrate CommVoice with your existing systems using our comprehensive API.
Congratulations! You’ve successfully set up your first AI calling campaign. Remember to monitor performance regularly and optimize based on real-world results.
Frequently Asked Questions
How long does the initial setup take?
How long does the initial setup take?
The complete setup typically takes 15-30 minutes, including:
- AI agent configuration: 10-15 minutes
- Campaign setup: 5-10 minutes
- Contact upload: 5-10 minutes
How do we connect VoIP?
How do we connect VoIP?
We offer two options:Use our VoIP service:
We can provide a fully managed VoIP service, ready to use, without requiring setup on your side.Connect to your SIP trunk:
If you have your own VoIP infrastructure, we can integrate directly with your SIP trunk. Just share your SIP connection details.
We can provide a fully managed VoIP service, ready to use, without requiring setup on your side.Connect to your SIP trunk:
If you have your own VoIP infrastructure, we can integrate directly with your SIP trunk. Just share your SIP connection details.
Important: You’ll need to whitelist the following IP addresses in your firewall:
44.229.228.186/3244.238.177.138/32172.31.9.106/32
Our team can coordinate with your IT to ensure smooth setup and testing for either option.
What leads work best for AI calling?
What leads work best for AI calling?
Both fresh leads and older leads can work well. Consider:
- Fresh leads: Higher engagement, but may be more expensive
- Older leads: Lower cost, but may have outdated contact information
- Warm leads: Previous customers or website visitors often perform best
How many leads should I test initially?
How many leads should I test initially?
Start with a small test batch of 50-100 leads to:
- Validate your scripts and agent performance
- Identify any technical issues
- Establish baseline metrics
How do I improve my AI agent's performance?
How do I improve my AI agent's performance?
Focus on these key areas for optimization:
- Call answer rates: Optimize caller ID and call timing
- Conversation quality: Improve opening scripts and objection handling
- Success rates: Refine qualification questions and success criteria
- Lead quality: Better targeting and contact list preparation
Regularly review call recordings and adjust scripts based on real conversations.
What if I need help with setup?
What if I need help with setup?
Our support team is here to help! You can:
- Contact support through the dashboard
- Schedule a setup consultation
- Access our knowledge base for detailed guides
Most setup issues can be resolved quickly with our team’s assistance.