What you’ll build
An outbound agent that:- Calls each lead with their details already personalized into the conversation
- Asks your qualifying questions naturally
- Captures the answers as structured fields after every call
Before you start
- An agent created and a number attached
- Your API key
- A list of leads with the details you want to personalize (name, company, anything relevant)
Steps
1
Personalize each call with variables
Pass a lead’s details as variables when you start the call. The agent can use them in its prompt so every call feels tailored.In the agent prompt, reference them with double curly braces:
Agent prompt (excerpt)
2
Ask your qualifying questions in the prompt
Tell the agent what to find out. Keep it conversational — the agent works the questions into a natural call.
Agent prompt (excerpt)
Set the agent’s
response_length to short so replies stay crisp on a sales call. See Agents for the behaviour settings.3
Capture the answers as structured data
Define an analysis schema so every call returns the qualifying answers as clean fields — not just a transcript. The engine fills these in after the call ends.After each call, read the results from the call record — the structured fields sit alongside the summary and sentiment.
4
Scale to your whole list
Repeat the call request for each lead, passing that lead’s variables each time. Every call personalizes itself and returns the same structured fields, so your results line up into one clean table.
What’s next
- Read Outbound calls for the full call API and options.
- See Variables for everything you can personalize.
- Use Post-call analysis to shape exactly which fields you capture.
Outbound calls
Starting calls and passing lead details through the API.
Post-call analysis
Turning each call into structured, reviewable data.