Outbound calls & campaigns

Outbound means Chatley reaches out first — your agent places a call to a number you provide. You can dial a single number to test, or run a campaign that calls a whole list of contacts.

Before you begin

• An agent that is set up and, for real calls, has a phone number.
• A plan that includes outbound calling. On the free trial, outbound is locked — use Talk to Assistant instead, or upgrade.
• Compliance: outbound calling has stricter rules. Complete any Do-Not-Call (DNC) attestation the agent requires before it will dial.

Single test call ("Call now")

The fastest way to hear your agent on a real phone:

1. Open your agent and click Call now.
2. Enter the phone number to dial in international format (e.g. +1 555 123 4567).
3. Click Start Test Call. Chatley dials the number and connects it to the agent.

If you're at your plan's concurrent-call limit, the call waits in queue and starts automatically when a slot frees up. Full details and troubleshooting are in Talk to Assistant.

Campaigns (bulk outbound)

To call many contacts, use a campaign:

1. Go to Campaign and create a new campaign (batch).
2. Upload a CSV of the contacts you want to call.
3. Attach an agent to the campaign — this is the agent that will make the calls.
4. Start the campaign. Chatley works through the list, respecting your concurrent-call limit.

While a campaign runs you can:

• Pause and Resume it (individually, or pause/resume all campaigns at once).
• Retry failed calls.
• Track status and progress as calls complete.

tip

Start with a small test list to confirm your agent's script and the contact format before launching a large campaign.

Compliance (important)

Outbound calling is subject to Do-Not-Call and other regulations:

• Accept the DNC attestation on the agent before outbound calls are allowed.
• Numbers on your DNC list are blocked from being dialled — manage them in the compliance area.
• Follow the calling rules and hours that apply to your region and industry.

Troubleshooting

Problem	What to check
DNC Compliance Required	Accept the Do-Not-Call attestation on the agent's settings first.
Call Blocked — DNC List	The number is on your Do Not Call list. Remove it before dialling.
Outbound is disabled	Your plan doesn't include outbound calls — upgrade, or use Talk to Assistant.
Calls stuck "in queue"	You're at your concurrent-call limit; calls resume as slots free up.

Next steps

• Inbound — let your agent answer incoming calls and messages.
• Talk to Assistant — the in-browser test call.